The Perfect RIA

Latest Episodes:

Disrupting Giants With Guest Jason Wenk Aug 02, 2023

Show notes

In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching his own custodian and taking on the industry's giants. Having built successful RIA firms in the past, Jason identifies the frustration that arises when dealing with custodians as an advisor, particularly when scaling up. He believes current solutions are retrofitted for consumers and not tailored for advisors, leading to increased costs and subpar user experiences. Jason also debunks the narrative that migrating custodians is complex, emphasizing a simplified, streamlined process.

https://bit.ly/3OgMNST

It's Nothing, Right? No! The Little Things Are What Matter [Episode 215] Jul 31, 2023

Show notes

In today's episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things - because they DO matter. They'll discuss how small details can have a significant impact on the success of a client meeting and the need to create a positive experience for clients by paying attention to various factors, including how you greet clients and how you ask questions. Listen as they provide ways for advisors to stack the deck in their favor by ensuring that everything counts in a positive way.

https://theperfectria.com/podcast/215

Rockstar Teams, Trainings, and Career Enterprise Value Jul 28, 2023

Show notes

Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have you considered how to maximize your career enterprise value? And how on earth do you create a rockstar team that is on board with your big goals? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

How To Train Your Team [Episode 214]

Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond

My Team S*&!S

https://bit.ly/3pCYQAA

My Team S*&!S Jul 27, 2023

Show notes

Are you struggling with assembling the perfect team? In today's episode, Jamie breaks down creating a team filled with rockstars, from where to place those hiring ads to how to handle existing teams if they're struggling to get on board with your goals.

https://bit.ly/46KXeW0

Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond Jul 26, 2023

Show notes

Matt is joined by Louis Diamond, President of Diamond Consultants, a leading financial advisor recruiting firm. They delve into the often misunderstood world of financial advisor fees and the importance of understanding the true cost of your career decisions. From the spectrum of advisors' fee knowledge to uncovering hidden costs, Matt and Louis emphasize the need for advisors to grasp the value they receive from their current channel and how it aligns with the charges. They also discuss the significance of taking control of your career destiny and making well-timed moves to maximize your career enterprise value.

https://bit.ly/43gUWuM

How To Train Your Team [Episode 214] Jul 24, 2023

Show notes

In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They'll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as key drivers and the logistics of team training.

https://theperfectria.com/podcast/214

Success Strategies, Client Value, and Niche Mastery Jul 21, 2023

Show notes

In today's episode, we explore the art of saying "no", setting intentions to prioritize what truly matters, and seven tips that are stopping you from achieving growth. Discover how advisors can deliver exceptional value to clients, and the power of finding your niche and targeting your ideal customer. Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]

Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan

Niche Slapping Time

https://bit.ly/44i1xqe

Niche Slapping Time Jul 20, 2023

Show notes

Jamie explores the question of whether it's better to be an expert in one subject or have knowledge in multiple subjects. Becoming an expert in one subject has many applications and can propel you forward so it's important that you find your niche and target your ideal customer avatar or profile. Jamie will also share a step-by-step exercise to narrow down your niche and understand your target audience's demographics, values, interests, and pain points.

https://bit.ly/3JOTeKd

Top 7 Things You Have To Stop Doing To Be Successful [Episode 213] Jul 17, 2023

Show notes

What do you need to pay the most attention to in order to grow, and have you considered the little things that you do that are stopping you from becoming successful? In today's episode, Matt and Micah tackle 7 things you need to stop doing in order for you to get to that next level. While some might be simple and others might be uncomfortable, they all require you to be intentional with your actions and activities.

https://theperfectria.com/podcast/213

10Xing, Technology, and Toxic Charity Jul 14, 2023

Show notes

Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology to increase the value you're delivering to clients? Are you guilty of not following your own rules and boundaries, thinking that it's helping others? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Trying To 10X? Just Do The Work! [Episode 212]

Leveraging Technology With Guest Ben Goss

Charity Is Toxic?

https://bit.ly/3JzXPzO

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