The Perfect RIA

The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently in their respective offices. This is something that many people ask about, so grab your notes and listen in to hear how and why they differ in some key surge procedures and processes. You can find show notes and more information by clicking...

What to avoid when planning surge. https://bit.ly/3QotMfm  

What to know about running surge. https://bit.ly/3Jt1eiw  

As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financial planning process. So, what advice can we give without crossing any lines—while still providing the most value to our clients? Steven Jarvis, CPA, and Leila Shaver, attorney, join Micah on this episode to discuss what is okay (and what...

If you jump headfirst into the pool of surge meetings, you're going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share the common mistakes they see people making when doing surge. You will get some great tactics that will ensure that your surge runs smoothly and effectively in the future. You can find show notes and more information by clicking here: https:...

How traveling and being out of the office is like cruise control on a car, dealbreakers, and more. https://bit.ly/3OQfWRK  

Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best advisors for their clients, while others want to not only do good for their clients, but also make a shift in their lives and the lives of other advisors along the way. The latter is exactly what Alan Moore decided to do. Alan is the co-founder o...

In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully. They share specifically how key your estate planning process is and where you absolutely need to be involved as an advisor. You can find show notes and more information by clicking here: https://bit.ly/3J6BEzO

Where advisors struggle with prioritizing business AND family. https://bit.ly/3BbrrjF  

Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it is essential to plan for the future of the firm, as well. Although he was running a successful practice already, Joe Curry, President & Financial Planner at Matthews + Associates Ltd., recognized that there were some big shifts that neede...

Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and energy to show up more fully for those that matter the most to you. In this episode, Matthew and Micah discuss the misconception of needing to prioritize your business and your clients while also prioritizing family and personal life. You can find s...

Highlights from Monday's podcast. https://bit.ly/3RF00Eu  

Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication and a willingness to not only learn new things, but also admit when you could improve on something. As the founder of Brandywine Oak Private Wealth, Michael Henley brings more than a dozen years of experience in providing financial advice...

Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what is helping, what is hurting, and how to move past a sticky area that is holding you back. This is your chance to re-evaluate that head trash and finally take it out to the dump where it belongs. You can find show notes and more information...

Why saying "no" is actually a good thing. https://bit.ly/3ICcA3y  

As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, many advisors feel hesitant to do so during a seemingly volatile time. Even so, it's important to remember that financial advisors and RIAs offer an incredibly valuable service to their clients. So, in this episode, Benjamin Brandt, CPA™ and Founder/Preside...

Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You will hear about the important time-management lessons he has learned over the years, as well as how he learned to be more intentional about his time. This is a value-packed episode that will give you all kinds of actionable ideas on how to manage your t...

Revisiting the key takeaways from Monday's episode. https://bit.ly/3bJALAH  

The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, Micah is joined by a mastermind attendee who has made some big goals and incredible progress. Cameron Valadez from Planable Wealth joins the show to discuss his experience increasing fees AND value. You can find show notes and more infor...

How to stop yourself from overcomplicating things, especially when it comes to Roth conversions. https://bit.ly/3QFk8Gl  

Tips for figuring out a client's taxes. https://bit.ly/3bhIB4a  

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you...

Recapping the key takeaways from Monday's episode. https://bit.ly/39yhMrX  

In today's episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they take some time to debrief with Micah about their key takeaways from the Ed Slott conference, as well as the importance of the in-between conversations, a huge detail about HSA contributions, helpful ways to apply the information you learn, and...

Diving deeper into one of the key tenants of The Perfect RIA. https://bit.ly/3NFFVvJ