The Perfect RIA

Latest Episodes:

How Relationships Fuel Growth and The Role of Accountability Apr 26, 2024

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In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She's also recapping Jamie's episode on the importance of radical candor and accountability in client relationships.

Resources in today's episode: - Episode Website - Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] - How Are You Accountable When You Make a Client Mistake? - Join us for TPR LIVE on September 25th!

How Are You Accountable When You Make a Client Mistake? Apr 25, 2024

Show notes

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.

How Are You Accountable When You Make a Client Mistake? Resources in today's episode: - Surge Masterclass - Radical Candor by Kim Scott

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] Apr 22, 2024

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In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationships. She emphasizes the need for entrepreneurs to view their family as their greatest asset and to avoid treating their spouse as an employee. Kelly also discusses the concept of the unhealthy alpha and provides insights on how to identify and shift away from unhealthy alpha traits, as well as the term breadcrumbs to the muse and how they can enhance relationships.

Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Kelly Clements: Website | LinkedIn - Grow Your Business Without Growing Apart: Book | Course - Steven Kotler Flow

Upgrade Opportunities and Lessons in Criticism Apr 19, 2024

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In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and the client's choice to pay for that value. Finally, she explores the topic of receiving and delivering criticism, emphasizing the importance of constructive feedback and open communication.

Resources in today's episode: - Episode Website - Upgrade, Graduate, or Just Keep Playing Office [Episode 252] - How To Take A Hit

How To Take A Hit Apr 18, 2024

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In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences with criticism, which led to this episode, and offers strategies for delivering and receiving constructive feedback. How To Take A Hit Resources in today's episode: - The Perfect RIA Podcast on Apple

Upgrade, Graduate, or Just Keep Playing Office [Episode 252] Apr 15, 2024

Show notes

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as they provide practical advice on how to analyze your client list and identify red, yellow, and green clients and offering opportunities for clients to upgrade.

Upgrade, Graduate, or Just Keep Playing Office [Episode 252] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn | Twitter- Join us in September for TPR LIVE!

Communicating Through Uncertainty and Filtering Advice Apr 12, 2024

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In this episode, Amber recaps this week's highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. There's a balance between providing certainty and acknowledging the market's uncertainty. Amber also recaps why you need to filter the advice you receive—whether you need to walk away from information or check your ego so you can improve your personal growth.

Resources in today's episode: - Episode Website - Economic Commentary - You Can't Say That!

You Can't Say That! Apr 11, 2024

Show notes

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mindset as you, as well as be open to improvement and constructive criticism.

You Can't Say That! Resources in today's episode: - Delivering Massive Value

Economic Commentary Apr 08, 2024

Show notes

In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discussions within your practice. They advocate for assessing whether your current strategies truly deliver substantial value to your clients and that trying to predict the markets is akin to predicting the lottery; instead, advisors need to focus on long-term economic trends and how they impact clients' goals. Listen in as they highlight the importance of balancing knowledge and translating that into actionable advice

Economic Commentary Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn | Twitter - A Random Walk Down Wall Street - Stocks for the Long Run

Standout Prospect Meetings and Documentation for the Win Apr 05, 2024

Show notes

In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the prospect's goals and concerns. Amber emphasizes the need to truly listen to prospects, understanding their unique situations, and tailoring solutions accordingly.

Furthermore, Amber explores the pivotal role of documentation in the financial advisory industry. Proper documentation not only ensures compliance but also serves as a valuable tool for both advisors and clients to track progress, revisit agreements, and mitigate misunderstandings. She shares insights on how meticulous documentation can help advisors avoid mistakes and uphold professionalism in their practice.

Resources in today's episode: - Episode Website - Throwback: Show Me The Beef! [Episode 250] - Not Documented, Not Done

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