The Perfect RIA

Latest Episodes:

You're Pi$$ing Me Off - Part 1 Oct 12, 2023

Show notes

Jamie is sharing her frustration when people disregard her instructions, leading to problems she must later resolve, highlighting the scenario where team members aren't following instructions. To tackle this issue, Jaime utilizes a behavior analysis tool like DISC to understand communication styles and personality traits, both for team members and clients. She emphasizes adapting leadership styles to match individual traits for better communication and productivity and stresses the importance of clear communication, setting expectations, and articulating policies and procedures to mitigate misunderstandings and create an efficient work environment. Ultimately, effective leadership lies in motivating individuals to give their best and deliver significant value to clients.

https://bit.ly/458Qboa

Recruitment Strategies and Talent Retention with Guest Yosef Colish Oct 11, 2023

Show notes

Matt is joined by Yosef Colish from Leah Yosef International, an experienced executive recruiter specializing in the financial advisory sector, for a deep dive into the world of talent acquisition and retention. Yosef shares his extensive knowledge of effective communication strategies and perfect timing when reaching out to potential candidates. Learn about building a continuous talent pipeline, where the focus is on finding the right fit rather than just filling positions. Discover the significance of organizational vision and how it ties into successful recruitment. Yosef emphasizes the importance of conveying your firm's values and goals to attract individuals who align with your vision and shares the transformative impact of mentorship and equity ownership on employee satisfaction and loyalty.

https://bit.ly/3RD32vz

Measure What Really Matters? [Episode 225] Oct 09, 2023

Show notes

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that are more like a badge of honour, but considering whether those numbers are really moving you and your practice forward. Listen in to learn how to measure what matters, what's the most impactful, and how to keep moving forward with your goals.

https://theperfectria.com/podcast/225

Exceptions, Mindset, and Owning Who You Are Oct 06, 2023

Show notes

We're recapping Micah's true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary but should never become the rule. Next, we'll share the discussion between Matt and Nic Yoemans as they looked into the differences between mediocre and successful advisors, the significance of mindset and intentionality, and why you need to challenge the status quo and seek coaching to break through barriers. Lastly, we'll share about focusing on owning your identity and not apologizing for who you are and the importance of committing to your destination and surrounding yourself with those who support your growth.

Listen to this week's podcasts:

A Disturbance In The Force… [Episode 224]

Raising Your Gaze and Being Coachable with Guest Nic Yeomans

Own It Already!

https://bit.ly/46jPSrl

Own It Already! Oct 05, 2023

Show notes

Jamie's tackling identity and ownership and the gritty reality of pursuing your dreams. She shares the need to confront the uncomfortable truth: not everyone in your life truly wants you to succeed, but you need to acknowledge whether you're pursuing your best self. If you've ever hesitated to chase your dreams or felt ashamed of your aspirations, this episode is your wake-up call. Get ready to own your identity, own your goals, and own your success – because that's how you become the best there is.

https://bit.ly/457obRv

Raising Your Gaze and Being Coachable with Guest Nic Yeomans Oct 04, 2023

Show notes

Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned but mediocre to the fresh faces already conquering the industry, Nic and Matt explore the habits, mindsets, and actions that make all the difference. They discuss the pivotal role of mindset and intentionality in achieving success, shedding light on how easily we fall into routines that hinder growth and the transformative impact of having a coach and seeking guidance from those who have paved the way for others.

https://bit.ly/46mCRNF

A Disturbance In The Force… [Episode 224] Oct 02, 2023

Show notes

Micah and Matt are ready for some confessions in today's episode about exceptions to the rules. And how, by having well-defined systems, you can also have more flexibility when needed. Micah's sharing two recent situations: a lengthy client meeting and another outside the office - both exceptions to his regular appointments. While these instances seem extraordinary in an office focused on systems and processes, they serve as a testament to the importance of client-centricity and going the extra mile. Listen as they share the profound impact advisors can have on their clients' lives.

https://theperfectria.com/podcast/224

The Real Deal on Investments, Bookkeeping, and Succession Planning Sep 29, 2023

Show notes

We're recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to realizing that it's not always the key to client success. It's important to align investments with a broader financial plan, which debunks the myth of custom portfolios and focuses on clients' ultimate goals rather than emotional risk tolerance. We also review the often-overlooked significance of sound bookkeeping for financial advisors. Lisa Zeeveld, from Belay, joined Matthew to highlight the dangers of DIY solutions and the value of expert guidance in optimizing business finances. Lisa advocates for intentional financial statements to enhance long-term business planning. Lastly, we're sharing how Jamie underscores the need for financial advisors to prioritize their own financial well-being, offering valuable insights into team education and succession planning. Listen in as we recap this week's highlights and action items.

Here are this week's episodes:

My Investments Are Bigger Than Yours [Episode 223]

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

Succe$$ion

https://bit.ly/3Rm6PgS

Succe$$ion Sep 28, 2023

Show notes

Jamie is sharing that in a world of financial advisors claiming to be "comprehensive," they've done a terrible job distinguishing what they do and who they serve. It's like trying to find your way in a maze of financial jargon. Instead, her approach is to be a client's financial lifeline from day one – they're not just here for the big decisions; they're the 411 and the 911. She's also sharing some hard-to-notice realities: You're likely great at helping others, but you're terrible at taking care of yourself. That includes looking at your succession plan because it's not just about retirement at 65; it's about preserving those relationships you've built over a lifetime. So, stop taking things for granted and give yourself the same TLC you give your clients.

https://bit.ly/3LmQlRG

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld Sep 27, 2023

Show notes

In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obsessed with DIY fixes, Lisa shares the harsh truths about how trying to save a buck can cost you much more in the long run. From cleaning up your financial books to letting go of that 'jack of all trades' mentality, she'll challenge your financial assumptions, making you rethink how you manage your money and business.

https://bit.ly/3PomvO2

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