The Perfect RIA

Latest Episodes:

Charity Is Toxic? Jul 13, 2023

Show notes

As an advisor, you want to help people. You're likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at what expense? In today's episode, Jamie discusses why you need to set expectations and have clear rules that you follow so that you balance helping clients while still focusing on your growth and goals. Giving to others and helping them is important, but there is a point where that charity can be toxic and impact not only the value you're delivering to clients but your profitability and the client as well.

https://bit.ly/3r6zZ8r

Leveraging Technology With Guest Ben Goss Jul 12, 2023

Show notes

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well.

https://bit.ly/46kxwYh

Trying To 10X? Just Do The Work! [Episode 212] Jul 10, 2023

Show notes

2Xing is great, so naturally 10X sounds even better, right? But is it actually easier? In today's episode, Matt and Micah talk about how sometimes people forget about doing the work that must be done in order to 2X and move the needle in your business. There isn't a magic wand that will skyrocket your growth, so they'll go through steps you can take and the work you need to put in to get closer to 2X.

https://theperfectria.com/podcast/212

Laziness, Continuous Practice, and Keeping Your Routines Jul 07, 2023

Show notes

Are you looking for an excuse for why you can't do the hard things? How much practice are you putting in, and are you seeking out those who are excelling? Do you fall off your routine or think that outside of surge, you don't have to be intentional about your time? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Stop Being Lazy [Episode 211]

Improving Through Mentorship And Practice With Brady Bassford

God Didn't Make Tables!

https://bit.ly/3Np39ab

God Didn't Make Tables! Jul 06, 2023

Show notes

It's summer, and you're outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today's episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you're hyper-focused so you can create and maintain your lifestyle practice.

https://bit.ly/3NHfuYF

Improving Through Mentorship And Practice With Brady Bassford Jul 05, 2023

Show notes

Advisors who are at the top of their game didn't get there by accident. It's through constant learning, improvement, and putting in the reps that you get to that next level. In today's episode, Matt is joined by Brady Bassford from the Mid-Atlantic Financial Group to share his journey as an advisor and director and how through mentorship and guidance, he quickly improved his skills and the value he was delivering to clients.

https://bit.ly/3JksAbJ

Stop Being Lazy [Episode 211] Jul 03, 2023

Show notes

Most advisors would never say that they're bored; instead, the most common reason they claim they're unable to change or improve is that they're too busy. In today's episode, Matt and Micah talk through why you're not too busy; you're just playing office. Listen in as they discuss areas where advisors get into trouble by choosing to do the easy things instead of the hard things and how taking the easy way won't help you get closer to the success you want.

https://theperfectria.com/podcast/211

Too Many Clients, Core Values, and Bad Leaders Jun 30, 2023

Show notes

Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Why Are 50 Clients Too Many? [Episode 210]

Core Values With Guest Ross Welte

Leaders You Shouldn't Follow

https://bit.ly/3qM7T2c

Leaders You Shouldn't Follow Jun 29, 2023

Show notes

Are you the type of leader who wants to be liked, and you'll do everything to make that a reality? What if, by doing that, you're destroying your organization? In today's episode, Jamie shares the worst type of leader and the consequences of creating an environment where your team has no accountability.

https://bit.ly/46mMLzY

Core Values With Guest Ross Welte Jun 28, 2023

Show notes

Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today's episode, Matt is joined by Ross Welte from 5 Stone Financial Group to talk about why choosing to take action helps you to keep improving. Ross will also share how he and his business partner use core values as a filter for every business decision that they make, including which clients they choose to work with.

https://bit.ly/43IcS2E

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