The Perfect RIA

Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader in the Wealth and Investment Management Division. With over 15 years of experience, he specializes in attracting and retaining the top-performing talent in the industry for single-family and multi-family offices and RIAs. You can find sh...

Matt shares important takeaways from a book he wishes he'd read early in his career. https://bit.ly/2QhjdB4

Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach this, including the "right" and "wrong" ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a roll...

Learn why you must communicate your allocation strategy to your clients. https://bit.ly/39AU8bb  

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand. You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi  

Learn key takeaways from one of the most powerful books Matt has read in the last five years. https://bit.ly/3cmr2y3  

Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7  

Learn how to handle having employees who aren't a good fit for your company. http://bit.ly/3rMNTIu  

It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn't be overlooked. You can find show notes and more i...

Learn why it's not always a good idea to bring on clients' family members. https://bit.ly/3qkZDjG  

When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that same level of success? In this episode, Matt and Micah discuss how to take extreme ownership of situations so that instead of feeling angry or belittled, you feel empowered to learn from the people around you. You can find show notes and...

Discover powerful negotiation strategies. https://bit.ly/3r2E0Ww  

If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more. You can find show notes and more information by clicking her...

Get over your head trash and figure out what value you provide doing financial planning. https://bit.ly/2ZAK1xw  

Learn powerful strategies for influence. https://bit.ly/2OH6GGr  

Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop playing that game. Instead, play the value game. You can find show notes and more information by clicking here: https://bit.ly/3pQmDri

How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2  

Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area.  You can find show...

Empower your team to answer client questions. https://bit.ly/3j2wlEE  

There's a question Matt and Micah get more often than you might think: What do you do if you don't want a lifestyle practice? Today the guys are answering this question and diving into why it's not so much about creating a lifestyle practice as it is about creating an intentional practice that works for your life. You can find show notes and more information by clicking here: https://bit.ly/390Bnh...

Key takeaways from one of Matt's favorite books. https://bit.ly/3izAcsi    

Questions to ask and things to look out for when interviewing attorneys. https://bit.ly/38JhJGx  

We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have a crappy marketing plan to begin with. This is one of those topics that Matt and Micah are one part excited, one part annoyed by because there are literally dozens of books and thousands of articles o...

Key takeaways from one of Matt's favorite books. https://bit.ly/2LwUare  

At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up for so many advisors. They also outline the key elements to deciding on the right fee structure and choosing pricing that reflects the value that you deliver. You can find show notes and more information by clicking here: https:/...