The Perfect RIA

Lessons learned from a recent TPR mistake. https://bit.ly/3e024Vz  

Learn what really puts top performers across industries ahead of everyone else.  https://bit.ly/36qoCuh  

The second half of the year won't be any better than the first half of the year if you're doing the same thing. That's why Matt and Micah always make sure to do a mid-year review in order to check in with how things are going and fix anything that might need to be improved before the year is over. In this episode, they share best practices when reviewing mid-year, what to look into most, and how t...

An example of how to add massive value—even while on vacation. https://bit.ly/2UGJUBn  

How to respond when clients ask questions and you don't know the answer. https://bit.ly/3xM36My  

Learn what to consider when looking at opportunities and making decisions. https://bit.ly/3gMZEdq  

Giving a back-of-the-napkin answer when a client throws out a question you're unsure about can be a dangerous game to play. In this episode, Matt and Micah share how they tackle questions they're not 100% sure about and offer some great insight into how you can maintain credibility—even when you're unsure—so your answers don't backfire on you. You can find show notes and more information by clicki...

Figuring out your success formula for articulating your value to prospective clients. https://bit.ly/3cRmQWP  

How to deliver massive value to a client whose identity has been stolen. https://bit.ly/2TCGz5G  

Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success. You can find show notes and more information by clicking here: https://bit.ly/3g9ik6S

Learn the keys to getting out of your own way to reach success. https://bit.ly/3zcptfC  

Learn about the importance of only taking advice from people who have "skin in the game." https://bit.ly/2S7skoJ  

Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subject of head trash and the importance of doing things you absolutely love. You will hear them discuss their own head trash, why it's something that persists, and what's necessary to not let it get in the way of success. You can find show notes and more...

Learn why every little thing can help - or hurt - your business. https://bit.ly/3hGT6zn  

Learn about the ins and outs of social security. https://bit.ly/3nXXk6 x  

Learn about the importance of having fun and leaving time for your family.  https://bit.ly/3uKChaa  

How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z  

When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule trips right after surge and why those trips are key to helping make an important transition and provide structure. From celebrating with your team to heading into project mode, finding inspiration and taking time with family, the guys have...

Learn why advisors fail and the importance of following a success process. https://bit.ly/33BktTd  

Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC  

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. You can find show notes and more information by clicking HERE

Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm  

When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this episode, Matthew and Micah explain the importance of having one main focus for every point of communication and why there is always room for improvement. You can find show notes and more information by...

Matt shares how to avoid procrastination and the importance of working towards your goals. https://bit.ly/2QwYfyF  

Learn how to avoid making mistakes that will ruin your chances with a prospective client. https://bit.ly/32tmAYE