The Perfect RIA

How to make sure you're giving it your all in every meeting—even during surge. https://bit.ly/3Ed9fVj  

Matthew and Micah have spoken in depth about surrounding yourself with and learning from people who are at a point in their career that you want to get to, and signing up for a coaching program can be an essential step in this process. However, with so many coaching programs available, how can you be sure you're choosing one that is right for your needs? In this episode, the guys will be sharing t...

Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches. https://bit.ly/3oYjzKq  

Learn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF  

Action items to help you implement surge meetings. https://bit.ly/3qxMho8  

How to balance delegating tasks with doing the work that YOU need to be doing. https://bit.ly/3C3WJ8W  

If you're like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you've heard of surge meetings but don't think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be dis...

Action items for staying on top of your personal development. https://bit.ly/3qeeQqn  

Hear a snippet from Matthew's book, Delivering Massive Value . https://bit.ly/3jZG2oX  

When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matt...

Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG  

Important considerations for keeping your team at the top of their game. https://bit.ly/2ZsUfDi  

The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade,...

Get key takeaways from one of Matthew's favorite books. https://bit.ly/2ZbXdwk  

What you can do today to put yourself in a better position in regards to tax planning. https://bit.ly/3j6iONy  

How to stick to your guns when it comes to charging what you're worth. https://bit.ly/3BGGwqH  

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Servic...

Action items to close out the week. https://bit.ly/3Apf5Ag  

Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p  

You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you're going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you're going to have to dramatically shift the way you are currently running your business. This may leave you feeling a...

Major action items to implement now. https://bit.ly/3iEXy0X  

Why we want to think about Christmas before December. https://bit.ly/3uou24d  

How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew wil...

Learn what damages your productivity and focus time. https://bit.ly/3hZQUC9  

Action items for the upcoming week to help your practice succeed. https://bit.ly/3tNdjHu