The Perfect RIA

Latest Episodes:

What Are Prospects ACTUALLY Saying [Episode 228] Oct 30, 2023

Show notes

Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They're sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they're reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation.

https://bit.ly/3SnwExB

Business Planning, Effective Communication, and The Human Element Oct 27, 2023

Show notes

On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Location, Location, Location [Episode 227]

Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin Talking Sugar Honey Ice Tea https://bit.ly/3tDdk4I

Talking Sugar Honey Ice Tea Oct 26, 2023

Show notes

Did that text really mean what YOU thought it meant? Jamie is digging into the critical importance of effective communication in navigating the diverse landscape of today's workforce, and the need to bridge gaps and avoid conflicts and misunderstandings by understanding our shared humanity. The majority of confrontations stem from misinterpretations, and the common tendency is to jump to conclusions during moments of frustration. But what if you paused? Listen as Jamie shares insights into applying communication skills across different facets of life, from managing teams and appointments to raising children.

https://bit.ly/3S377cu

Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin Oct 25, 2023

Show notes

Micah is taking the reigns in today's guest episode as he discusses his journey of bringing on an assistant with Theresa Summerlin from Belay. Theresa shares that while Micah's search for the right fit had its challenges, it's imperative to find someone who clicks with your needs, fast-tracking the onboarding process and creating a solid partnership. Patience, open communication, and daily collaboration are the keys to success during the first few months, but this can lead to you leveling up your practice and finding the perfect assistant to help you thrive!

https://bit.ly/46LnK0z

Location, Location, Location [Episode 227] Oct 23, 2023

Show notes

It's October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn't just about meeting clients—it's a litmus test for their strategies and systems, and it's a prime opportunity to validate existing systems and compile a wishlist for refining strategies for the next surge.

They're also calling out common traps advisors fall into around moving the needle and pushing your business forward. But if those traps are truly traps and only give you small advantages, then what is the true one thing that will help your practice improve? Listen in for the big reveal that will help you stay aligned with your personal and professional goals.

https://bit.ly/46VS2hj

Extreme Accountability, Leadership, and Client Relations Oct 20, 2023

Show notes

Monday kicked off with an extraordinary coaching session as Matt and Micah welcomed John McKinley from the Invictus program to tackle his head trash related to increasing his fees and navigating the fear from his extreme accountability. On Wednesday, the conversation shifted to leadership with Carlos Mendez from Echelon Front, co-founded by the remarkable Jocko Willink, diving into the 4 laws of combat and building successful relationships. Thursday, Jamie shed light on the challenges advisors face when clients make decisions against their recommendations and how to maintain accountability to safeguard both the advisor and the client. Join us for this week's highlights and action items.

Listen to this week's episodes:

Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]

Navigating Leadership Waters with Guest Carlos Mendez

You're Pi$$ing Me Off - Part 2

https://bit.ly/3PKM1wK

You're Pi$$ing Me Off - Part 2 Oct 19, 2023

Show notes

Jamie is dishing on the finer points of client interactions that really get under her skin. Building on the previous week's discussion about team members not heeding instructions, this time, she shines a spotlight on clients who don't follow financial advice. Jamie shares that her frustration isn't born out of a desire for control; rather, it's fueled by a genuine desire to secure the best outcomes for her clients. At The Perfect RIA, the pursuit of excellence is paramount, but despite these principles, there are instances where clients don't align with recommended actions. What's an advisor to do? Tune in as Jamie shares her solution that not only safeguards the advisor but ensures absolute transparency in recommendations.

https://bit.ly/3F3pNkU

Navigating Leadership Waters with Guest Carlos Mendez Oct 18, 2023

Show notes

Matthew is joined by the incredible Carlos Mendez from Echelon Front, a company co-founded by the renowned Jocko Willink. Carlos, with an impressive 21-year Navy background predominantly in the SEAL teams, takes us through a transformative journey blending military strategies with corporate leadership. As he shares the heart of Echelon's approach, the four laws of combat, he'll explain why embracing these principles is no easy feat. Carlos also discusses the challenging path of decentralization and stresses the importance of clear communication, a willingness to learn from mistakes, and the critical role of leaders in cultivating a trusting relationship with their teams.

https://bit.ly/3ZBVETj

Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226] Oct 16, 2023

Show notes

It's coaching time! In today's special episode, Matt and Micah are joined by INVICTUS member John McKinley as he bravely steps into the coaching ring after going through his extreme accountability. They're dissecting the industry's fee fixation, tackling head trash head-on, and sharing how focusing on your competition is never the solution. Listen in as they discuss the key to helping you get to the next step in your growth and how value and communication reign supreme.

https://theperfectria.com/podcast/226

Quantifying Success, Recruitment, and Effective Leadership Oct 13, 2023

Show notes

We're recapping Matt and Micah's discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-year push, and the need for hard-hitting, factual data. Next, we'll share executive recruiter Yosef Colish's secrets of talent acquisition and retention in the fiercely competitive RIA landscape to keep your talent pool secure and thriving. Lastly, we'll share how Jamie deals with those frustrating times of being ignored when offering sound advice and how understanding team behaviour through tools like DISC aids in effective communication and leadership styles.

Listen to this week's episodes:

Measure What Really Matters? [Episode 225]

Recruitment Strategies and Talent Retention with Guest Yosef Colish

You're Pi$$ing Me Off - Part 1

https://bit.ly/3ryku9Z

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