The Perfect RIA

Latest Episodes:

Communication, Not Sales [Episode 247] Mar 11, 2024

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Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associated with sales and emphasize the need for good, practiced communication skills. They highlight the role of role-playing in improving communication and stress the importance of having a consistent process. Communication, Not Sales [Episode 247] Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

Talent Acquisition and Profitable Prospect Meetings Mar 08, 2024

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In this episode, Amber first reviews the key takeaways from Monday's episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of recruiting and retaining A players by showing them a clear plan and path for their career growth. She also highlights the significance of supporting team members and giving back to the community. Additionally, she explores the strategy of charging for prospect meetings and the value it brings to financial advisors.

Resources in today's episode: - Episode Website - Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] - Charging For Prospect Meetings

Charging For Prospect Meetings Mar 07, 2024

Show notes

In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates, and explains how they began charging for prospect meetings. Jamie emphasizes the value that financial advisors provide and challenges the mindset that their services should be given away for free. She outlines the process of charging for consultations and highlights the focus on delivering value to prospects. Jamie also addresses common concerns and misconceptions about charging for initial meetings and emphasizes the importance of consistency and integrity in pricing.

Charging For Prospect Meetings Resources in today's episode: - Shilanski and Associates Initial Consultation Agreement - Jarvis Financial Sleep On It Process

Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] Mar 04, 2024

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Jonathan Reynolds, CEO of Titus Talent, joins Matt to discuss the importance of not only finding employees, but how to keep them long term. Jonathan shares why as a business owner, you need to provide employees with a clear career path and show them what's next in their professional development. Jonathan suggests that hiring and retaining A-players is best achieved by aligning their career trajectory with the company's future plans. He also highlights the significance of generosity in attracting and retaining talent, and the positive impact it can have on company culture and relationships. Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]

Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Jonathan Reynolds: Website | LinkedIn - Titus Talent Strategies - Right Seats, Right People by Jonathan Reynolds - Generosity Guide

Prospecting and Pregame Strategies Mar 01, 2024

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In this episode, we're recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We're also sharing how to identify good-fit prospects and the importance of marketing and consistency.

Resources in today's episode: - Episode Website - Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] - Prospecting That Works for Advisors - Don't miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.

Prospecting That Works for Advisors Feb 29, 2024

Show notes

Looking for prospecting help? Jamie's ready to share guidance on marketing and how to identify the right fit for your services. Discover the importance of consistency in marketing and the need to persist in strategies that work. Learn about goal planning, setting realistic targets, and the significance of discipline in achieving success as Jamie shares practical tips to ensure your marketing efforts stand the test of time.

Prospecting That Works for Advisors Resources in today's episode: - Niche Slapping Time - Don't miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.

Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] Feb 26, 2024

Show notes

Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experiences, including awkward encounters and struggles to convey value to prospects. The key takeaway: it all boils down to creating a sense of value in the prospect's mind. Discover the crucial elements of a successful first in-office appointment, where every detail, from communication beforehand to the receptionist's warm greeting, plays a vital role. Learn the importance of a positive environment and stacking everything in your favor, even the seemingly small details, to create a favorable impression.

Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Ritz Carlton Training - Don't miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.

Masterminds and Navigating Nepotism in the Workplace Feb 23, 2024

Show notes

In this recap episode, we're sharing why Monday's guest, Aaron Walker, believes entrepreneurs need to break out of isolation, seek support from others, and how joining a mastermind group transformed his life. We'll also recap the challenges of nepotism in the workforce and the importance of working for someone else before joining a family business.

Resources in today's episode:

- Episode Website- The Power of Masterminds with Guest Aaron Walker - Should I Let My Kids Work For Me?

Should I Let My Kids Work For Me? Feb 22, 2024

Show notes

In this episode, Jamie discusses the concept of nepo babies and the importance of teaching children the value of hard work, honesty, and kindness. She shares personal stories and experiences from her own family, highlighting the challenges and benefits of being raised in a family business. Jamie emphasizes the need for children to work for other companies first to gain valuable experience and avoid the perception of entitlement.

Should I Let My Kids Work For Me? Resources in today's episode: - Family Offices: An Interview with Floyd Shilanski

The Power of Masterminds with Guest Aaron Walker [Episode 244] Feb 19, 2024

Show notes

In this episode, Aaron Walker joins Matt to discuss the importance of mastermind groups and their transformative power on entrepreneurs' lives. Aaron shares the value and need for vulnerability, transparency, and trust within these groups and the benefits of diverse perspectives and experiences. He also highlights the impact of unhealed wounds and the misguided thoughts around self-preservation that can hinder personal growth. Aaron provides insights into the structure and format of a mastermind group and encourages listeners to consider joining one to enhance their personal and professional lives.

The Power of Masterminds with Guest Aaron Walker Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Aaron Walker: LinkedIn | Website - View from the Top Book by Aaron Walker - View from the Top Iron Sharpens Iron Mastermind - Learn More! - What Works Wednesday with Aaron Walker

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