The Perfect RIA

Having issues in prospect meetings? It's incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smoothly for your prospects and for your team. They share how they get their teams prepped for surge, as well as what it takes to move through it and transition out of it smoothly. You can find show notes and more information by clicking here:...

Why you don't need to get a prospect scheduled right away. https://bit.ly/3rdhEDM  

The fatal flaw in most advice for creating a business plan. https://bit.ly/3KjejdU  

What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them. You can fi...

The most important action items from this week's episode. https://bit.ly/3uFHjpS  

How to train your team to make sure you're always on the same page. https://bit.ly/3LxEOg9  

In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better...

Action items for delivering massive value. https://bit.ly/3Nm7NFh   

The value of the one-page plan. https://bit.ly/3IxJIaL  

Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn't like anyone else. One way to do this is to learn from other advisors in the industry who are making a difference and have seen the success that you desire. So, in this episode, Matthew is joined by Reese Harper, the founder of  Dentist...

Action items for finding time in your practice. https://bit.ly/3IfhoK7  

What to do before surge—and any other value-adds. https://bit.ly/3MTFnlB  

That's a great idea…but I don't have time. Someday I'll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to this episode, as Matthew and Micah dive into the issue of time and what it means to take intentional control of the time you have. You'll learn key tips that will allow you to make the best use of your working hours without getting overwhelmed. Y...

The negative impacts of giving a discount. https://bit.ly/37bQeHh  

How to invest money for your clients. https://bit.ly/3CrpwpP  

All advisors and practice owners feel fear at some point. It's a natural part of growing your practice. And unless you are completely certain of the value you are providing to your clients, it can be uncomfortable discussing your fees and articulating your fee structure. But if you downplay your fees or make excuses for them, you're far more likely to be asked for a discount. So, in this episode,...

Action items to help you deliver massive value—without giving out your cell phone number. https://bit.ly/3MoGklH  

Learn why it's so important to take a client's entire situation into consideration when giving advice. https://bit.ly/3vuEJoF  

There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actually thwarting massive value? In this episode, Matthew and Micah chat about how to delineate between the different types of communication and how you can add massive value without being on speed dial. You can find show notes and more inform...

Action items following our special episode featuring a rare guest. https://bit.ly/3sjyL7P  

Why you need a team you can trust if you want to deliver massive value. https://bit.ly/3t3XwnW  

Providing your clients with massive value is something that is talked about often on The Perfect RIA , but it's also important to ensure you have time for your loved ones while also showing up with the right mindset every single day. No one knows these topics more than Floyd Shilanski, the President of Shilanski & Associates, Inc. In this episode, he will be sharing his wealth of knowledge from hi...

Action items and key lessons from Monday's episode. https://bit.ly/3GVpeIt  

Key things to think about with surge meetings. https://bit.ly/351IDdx  

How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you're doing to your clients (or prospects) will allow them to recognize how much value you are adding to their life. So, today Matthew and Micah will be sharing the background story a...