The Perfect RIA

What to do when your client is retiring during a downturn in the market. https://bit.ly/3NBvedu  

This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In this episode, they discuss some of the key things they got to focus on during the masterminds, as well as where it challenged them. You will also hear about common issues that come up for advisors and how to tackle them and move forward. You can find...

Action items following Monday's episode. https://bit.ly/3taLrhl  

The winning formula for networking. https://bit.ly/3tbZ1Bb  

Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and what didn't work. They also talk about the best ways to learn from the success of others in the field and where to be cautious when implementing changes. You can find show notes and more information by clicking here: https://bit.ly/38EWJ6P

How the way you're talking could actually be working against you. https://bit.ly/3lOdsHN  

The importance of looking at your own financial situation. https://bit.ly/3GkJ159  

It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client. You can find show notes and more information by clicking...

The importance of clear communication with your clients, even in times of turmoil. https://bit.ly/3LlPLk4  

Matthew shares how to get clients through networking. https://bit.ly/39mnJrz  

After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer. You can find show notes and more informatio...

How to ensure your clients see the value in working with you. https://bit.ly/3vUY0zg  

How to make sure your clients are an ideal fit. https://bit.ly/3kuCryW  

One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to meetings with clients where we aim to deliver massive value. This episode is full of visuals on the whiteboard so be sure to check out the video version of the podcast so you can get a better understandi...

Action items that can directly result in you having more prospects. https://bit.ly/3Kwv1pt  

How to set the stage for communicating what really matters. https://bit.ly/38CsVHo  

Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your prospect numbers. Matthew and Micah share specifically how they 'put in reps' and how that, along with not playing office and other important aspects, has allowed them to develop a solid flow of prosp...

What makes an effective communicator. https://bit.ly/3vPkuk7  

What it means to show up for surge and why it's so important. https://bit.ly/3OJ94Xs  

As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings.   You can find show notes and more information by clicking here: https://bit.ly/3EjVV2v

How delivering massive value relates to tax returns. https://bit.ly/3L8dntf  

The importance of key performance indicators. https://bit.ly/3uYEKR3  

As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive value to clients. Tax documents provide a lot of important and helpful information—but why is it so hard to ask for them? And why are clients uncertain about providing them? If you and your team have had trouble with getting tax returns from...

Action items for dramatically improving your prospect process. https://bit.ly/3xvStjP  

Steven Jarvis joins this episode to share a real-life experience with tax planning. https://bit.ly/37OwgTu