The Perfect RIA

Learn our steps for a successful financial planning process. https://bit.ly/3tIqEkt  

None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for why we can't implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide...

Action items for quadrupling your income and the time you spend out of your office. https://bit.ly/3hlNTvK  

Learn about one of Matt's favorite resources for advising advice. https://bit.ly/3yPt5ml  

Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to d...

Learn why it's important to learn from people who have actually done what you want to do. https://bit.ly/3tcuimp  

Learn the value of one-page planning documents. https://bit.ly/2WGLTa3  

The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others will not want to seek financial advice from someone who isn't trained and experienced. So in this episode, Micah and Matthew will be sharing how you can level up in your profession and create the most efficient processes for your team. You can find s...

Learn how business tips from a barber apply to all entrepreneurs. https://bit.ly/3Bxixdp  

How to communicate with clients about the value of following a process of success. https://bit.ly/3gkpAhd  

When you have too much going on to do what it takes to be the best. https://bit.ly/3fRSmFz  

Learn valuable takeaways from the Mr. Money Mustache blog. https://bit.ly/3AFjrUv  

Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you're delivering massive value to your clients, what mindset do you have? In this episode, Micah and Matthew will be discussing the importance of believing that you truly are the best in the business - because if you don't believe it, nobod...

Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32  

Learn what experience you can give your employees to empower them. https://bit.ly/3yEkkfu  

When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without following or creating standard processes and strategies for your team to follow, you run the risk of misdiagnosing the failures in your RIA—and creating more problems for everyone involved. So, in this episode, Matthew and Micah will be disc...

What you can do today to move the needle forward in your business. https://bit.ly/3xojEJN  

Learn why Matt recommends you read this book every year. https://bit.ly/3BXroWM  

You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah and Matthew will be discussing why knowing the issues in your practice isn't enough and how to move the needle forward in your business by evaluating what works. You can find show notes and more information by clicking here: https://bit.ly/37e...

Learn the problem with not following the systems that have been put in place. https://bit.ly/3y5TT1T  

Action items for how to delegate email and reclaim your freedom. https://bit.ly/3wNVnwo

Learn the importance of planning for end-of-life scenarios. https://bit.ly/3rn69sw  

There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm owners, that amount of time spent on emails is simply not possible. So, in this episode, Matt and Micah will be discussing how to create communication standards with your clients in order to create boundaries and set expectations for you and your...

Learn how to put systems in place to give you more free time. https://bit.ly/3hVe63J  

There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you supposed to know which benchmarks to follow for your specific business? In this episode, Micah and Matthew disclose their thoughts around industry studies, sharing the four TPR Power Factors and how you can implement them into your RIA today. Yo...