The Perfect RIA

Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD  

Learn how you should be thinking about raising your fees. https://bit.ly/3JdTP5s  

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn't always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be shar...

Proven action items for you to take this week. https://bit.ly/34x3HYX  

How to make your meetings more effective. https://bit.ly/3HqOQhf  

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you sho...

What you need to know about charging the right level of fees. https://bit.ly/3IIlMCm  

A real-life story of a massive security breach—and how it was handled. https://bit.ly/3GNh99e  

Follow-up items to focus on regarding rockstar questions. https://bit.ly/34RWEdE  

Tips for finding even greater success with your prospecting and onboarding process.  https://bit.ly/3K8ewRu  

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as a...

Four things you need to do in order to transform your practice. https://bit.ly/3t427b7  

Learn what you need to be paying attention to in client meetings. https://bit.ly/3qPNx4m  

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the...

Action items for streamlining your process and delivering the same massive value in less time. https://bit.ly/3mNRHsr  

How to avoid wasting your client's time—and your own. https://bit.ly/3eCXbl3  

Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much on something that isn't productive or thought-out, it may actually end up hindering your growth and prosperity. So, in this episode, Matthew and Micah will be explaining how much time certain tasks should take so that you can increase the...

How to make sure you're a top performer—no matter what. https://bit.ly/3Ejeq5C  

How to get out of the victim mindset. https://bit.ly/3mb6JIo  

Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it. https://bit.ly/3sdjMga  

How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at capacity and that there is no possible way you could take on more clients, then you're never going to grow your business. So, in this episode, Micah and Matthew will be sharing how to clear out that head trash so you can reach your full potential...

Action items for raising your fees. https://bit.ly/3EMvqC6  

What you need to know about communicating with clients regarding asset transfers. https://bit.ly/3GqpCyJ  

Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for learning opportunities to ensure they have the best processes available in place. So, in this episode, they will be discussing the importance of owning up to and learning from your mistakes, as well as a recent issue Matthew faced with a fee inc...

Four action items to get you on the right track with personal development. https://bit.ly/3ElVZOr