The Perfect RIA

Latest Episodes:

Trust But Verify Nov 16, 2023

Show notes

Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She's outlining Surge and how it revolves around the best time for clients, as well as her recent experience in delivering a value add on estate planning.

Jamie shares the benefit that practicing and preparedness offers not only your clients but your team as well so that you can deliver massive value.

https://bit.ly/478bd8b

Event Planning and Energy Mastery with Guest Kat Eletskikh Nov 15, 2023

Show notes

In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP board. Kat played a pivotal role in organizing the recent CISI annual conference, and she shared invaluable insights on event planning, stress management, and avoiding burnout. Her experience in orchestrating events for a not-for-profit organization highlights the dedication required to create meaningful experiences for members, foster learning, and build connections within the financial planning industry. She emphasizes the importance of striking a balance between high-intensity work and rejuvenating breaks and practicing basic self-care habits. Her advice on networking and surrounding oneself with inspiring individuals speaks to the significance of motivation and energy in demanding industries. https://bit.ly/3QNqGop

So Is This What You Do In YOUR Practice? [Episode 230] Nov 13, 2023

Show notes

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Drawing from personal experiences, they caution against unsolicited advice and urge listeners to verify advice from credible sources. Their practical advice extends to a call for honest self-assessment and using real numbers to evaluate one's practice. Being open to learning, asking the right questions, and embracing transparency are fundamental to growth and success. https://bit.ly/3tZLn7r

Mastering Time, Evolving Beliefs, and Conference Connections Nov 10, 2023

Show notes

On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. Michael shared the phases every entrepreneur encounters, from the tentative launch to the realization of sustained growth.

Wednesday, Wayne Firebaugh, INVICTUS member and radio host, joined us to emphasize the significance of well-documented beliefs as the foundation for client meetings and decision-making. Wayne stressed the need for adaptability, highlighting how beliefs can evolve over time.

Thursday, Jamie recapped her recent attendance at a financial conference, sharing the invaluable connections and wisdom she gained. She also revealed a strategic action item she took from the conference and stressed the importance of acknowledging and complimenting those who excel in their daily grind.

Listen in as we recap this week's highlights and action items. Mastering Time with Guest Michael Kitces [Episode 229] The Power Of Beliefs With Guest Wayne Firebaugh Jiving With Jennifer Mastering Time, Evolving Beliefs, and Conference Connections

Jiving With Jennifer Nov 09, 2023

Show notes

Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous encounter with an individual who had previously managed a staffing agency, highlighting how their expertise proved to be a wellspring of knowledge for her. Jamie also unveils a strategic action item she took from the conference and emphasizes the importance of acknowledging and complimenting those who excel, even in the midst of their daily grind. Ultimately, she imparts the powerful message that meaningful connections, curiosity, and the sharing of knowledge with others can unlock a world of possibilities.

https://bit.ly/40bzM1k

The Power Of Beliefs With Guest Wayne Firebaugh Nov 08, 2023

Show notes

Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having well-documented beliefs as a rock-solid foundation for client meetings and decision-making, and stressed the need for adaptability, underlining that beliefs can evolve over time. Moreover, Matt and Wayne explored the art of simplification and repetition in financial communication, a skill Wayne has honed through his radio experience.

https://bit.ly/3QwlogU

Mastering Time with Guest Michael Kitces [Episode 229] Nov 06, 2023

Show notes

On today's episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this special edition, he shared the fascinating journey of how his venture evolved over the last 15 years.

Ever wondered if Michael Kitces even sleeps, considering the heights of success he has achieved? Michael unveils the phases every entrepreneur experiences at the inception of their business. From the tentative launch, hoping for engagement and revenue, to the realization that sustained numbers are attainable, and eventually, the whirlwind growth - he's been through it all. One of the standout lessons is about efficient time management and making wise choices on where to direct your focus.

Listen in as Michael Kitces takes us through his journey, sharing wisdom on thriving in the entrepreneurial world while maintaining a healthy work-life balance

https://bit.ly/40gS7Ku

Prospect Objections, Consistency, and Effective Marketing Nov 03, 2023

Show notes

On Monday, Matt and Micah were reflecting on the core reason behind starting The Perfect RIA podcast - to bridge the gap between advice shared and the reality faced by financial advisors. They stress that with client and prospect meetings, you want to approach them with curiosity and focus on delivering value and that effective communication outweighs technical skills.

In the middle of the week, Evan Mayer of Fortuna Wealth and the For Advisors By Advisors podcast joined Matt to discuss the multifaceted aspects of financial advising. Evan shared his journey, highlighting the pivotal role of adding value to clients and the significance of consistency in his daily routine. His insights shed light on time management, meeting strategies, and maintaining a work-life balance.

Thursday brought Jamie to the spotlight, discussing the dynamics of marketing in the financial advising realm. Jamie stresses the importance of understanding your audience, delivering consistent value through content, and using client questions as a guide for generating meaningful topics. She emphasizes the need for a disciplined content calendar to build trust and dependability with your audience.

Join us as we recap this week's highlights and action items What Are Prospects ACTUALLY Saying [Episode 228] Harnessing Consistency for Success with Guest Evan Mayer

It Takes 6 Months Bruh

https://bit.ly/48SekCi

It Takes 6 Months Bruh Nov 02, 2023

Show notes

It's time to talk about marketing as Jamie discusses its effectiveness. She's dispelling the misconception that small marketing efforts instantly will yield a deluge of business - marketing takes time! It's also all about consistency, no matter when that potential fatigue takes the stage. But what to talk about? Here's a tip: Listen to your clients! If they have a question, guess who else has a question? So, create that credibility and trust with your audience by answering those questions and concerns.

https://bit.ly/3rQLgL1

Harnessing Consistency for Success with Guest Evan Mayer Nov 01, 2023

Show notes

Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to educate and inspire financial advisors, emphasizing the power of candid discussions over scripted dialogues. He reveals key takeaways from interviewing advisors managing a spectrum of assets, highlighting that success isn't solely measured by AUM. Evan's insights shed light on effective time management, the pivotal shift to a client-centric approach, and the transformative impact of consistency and balance in both professional and personal realms.

https://bit.ly/3S3MXze

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