The Perfect RIA

Latest Episodes:

DIYers, Navigating Challenges and Delivering Value in Client Interactions Aug 18, 2023

Show notes

Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delivering actionable advice, financial advisors can provide much-needed assistance to clients while ensuring they stay on track toward their goals.

We'll also recap an inspiring journey to success with a focus on doing the work and being intentional in achieving one's financial ambitions.

Also, have you considered charging for prospect appointments? By charging for their time, advisors can filter and prioritize prospects, ensuring a focus on those genuinely interested in their services.

Listen in to this week's highlights and action items.

This week's episodes:

Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima

Fricken DIY'ers

https://bit.ly/3Qsn7Es

Fricken DIY'ers Aug 17, 2023

Show notes

Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering individuals who sought to extract valuable information without any intention of becoming clients, referring to them as "brain suckers," they realized that their negative attitude towards these meetings was counterproductive. People approached them seeking information, which prompted a change in approach to charging for prospect appointments. No matter what, your primary focus should always be on delivering as much value as possible during these meetings.

https://bit.ly/3Okps1p

Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima Aug 16, 2023

Show notes

Amyr Rocha Lima joins today's episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It's time that you "stop the noise" and not be influenced by negative external factors or opinions. Instead, Amyr encourages listeners to focus on doing the work and learning from those who have more experience.

https://bit.ly/3OHX4HW

Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217] Aug 14, 2023

Show notes

Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY investors. They'll talk about the importance of setting expectations for delivering massive value during client meetings and how to avoid confusing value with the volume of information. Later, they'll discuss the significance of tailoring the financial plan to the client's goals and answering their questions effectively, as well as how a one-page financial plan can be concise yet comprehensive, driving action and fostering ongoing client relationships while offering guidance and a structured approach for young advisors.

https://theperfectria.com/podcast/217

Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick! Aug 11, 2023

Show notes

Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking chances?

Do you know what to look for when hiring a Virtual Assistant, what skills are important, and how to ensure you start and maintain a positive working relationship?

Are you aware of the significance of crafting an impactful elevator pitch and why you want to create curiosity in conversations? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Conquer or Crumble: How's Your Prospecting Going? [Episode 216]

Unleashing the Power of Virtual Assistants with Guest Karen Stewart

No One Wants To Talk To You

https://bit.ly/44SEceC

No One Wants To Talk To You Aug 10, 2023

Show notes

Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what sets you apart from others in your field. Understanding your target audience and solving their problems is crucial for success. Jamie talks about how to create conversation points that help others filter themselves and to develop a unique selling proposition and why you need to deliver a clear and concise message that sparks curiosity while illustrating the benefits of your services.

https://bit.ly/477PDkA

Unleashing the Power of Virtual Assistants with Guest Karen Stewart Aug 09, 2023

Show notes

In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen emphasizes the significance of finding the right fit based on skills and personality, building strong personal connections, and fostering open communication, as well as highlighting the importance of ownership, trust, and empowering VAs. She'll share the key elements of successful VA-client relationships, including expertise, passion for service, trust, effective communication, and mutual support.

https://bit.ly/3O5FKeA

Conquer or Crumble: How's Your Prospecting Going? [Episode 216] Aug 07, 2023

Show notes

Matt and Micah discuss the power of effective sales and prospecting strategies. They'll highlight the importance of being intentional with time, taking risks, and delivering value, as well as talk about the discomfort of hearing 'no' but stress that it is a stepping stone to a rewarding 'yes'. The guys also unpack the concept of a 'perfect week', a roadmap to stay on track and continuously deliver value. Learn more about the significance of having a written prospect process and sticking to it in order to guide appointments.

https://theperfectria.com/podcast/216

Small Details, Custodians, and What To Say Aug 04, 2023

Show notes

Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients?

Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]

Disrupting Giants With Guest Jason Wenk

Say This

https://bit.ly/46Xyxpm

Say This Aug 03, 2023

Show notes

Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, and even family members. She emphasizes the significance of using words that simplify complex topics that will have a lasting impact on clients. Jamie shares several go-to phrases that help create collaborative experiences, empower teams, and initiate meaningful conversations. By mastering these communication techniques, you can build strong client relationships and confidently navigate tough conversations.

https://bit.ly/3pPRgTf

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