The Perfect RIA

Latest Episodes:

Why Are 50 Clients Too Many? [Episode 210] Jun 26, 2023

Show notes

If an advisor says that it's only possible to serve a certain number of clients, would you believe them? Instead, you should consider where that and any other limiting beliefs come from. On today's episode, Matt and Micah shut down the idea that advisors can only have a certain number of clients in order to provide more service than others. Listen in as they share what numbers you need to be looking at and why it comes down to what you're solving for and being intentional.

https://theperfectria.com/podcast/210

Creating Content, Simplifying Taxes, and Why Words Matter Jun 23, 2023

Show notes

How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but are you simplifying explanations? How much weight do you give to the words that you're using? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Creating Valuable Content [Episode 209]

Making Taxes Easy with Guest Steven Jarvis

Words Matter

https://bit.ly/3P31k5e

Words Matter Jun 22, 2023

Show notes

Do your clients need financial credentials to understand what you're saying because it's all industry jargon? And if you think that hitting a certain number of words per minute equals a great client meeting, you may want to adjust your goals. In today's episode, Jamie explains why what you say is so important, especially when responding to clients' questions about not outliving their income in retirement.

https://bit.ly/3CdABeK

Making Taxes Easy with Guest Steven Jarvis Jun 21, 2023

Show notes

When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How about instead, you simplify something that is complex and, in turn, empower your clients to take action? In today's episode, Matt is joined by Steven Jarvis from Retirement Tax Services to discuss why you need to focus on certain areas of tax planning and why explaining tax strategies as simple as possible and being proactive leads to a better understanding and a higher level of trust.

https://bit.ly/42tNagP

Creating Valuable Content [Episode 209] Jun 19, 2023

Show notes

Creating content is easy, right? You hit record or start typing, and then it's magic! What typically happens is you forget your ABCs as soon as you hit that record button, or the words just don't flow when you need them to. In today's episode, Matt and Micah talk through how the process of creating content, like most things, requires being intentional and putting in the reps.

https://theperfectria.com/podcast/209

Financial Undressing, Team Building, and Taking Criticism Jun 16, 2023

Show notes

Are you connected with others who have the same mindset as you that can help you understand what's really happening in your practice? Are you open to delegating to team members so that you can increase your productivity? Are you open to criticism, and are you surrounding yourself with people who push you toward success? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Why Financial Undressing Matters [Episode 208]

Team Building For Financial Advisors With Guest Christine Timms

Taking Criticism

https://bit.ly/3qj1onb

Taking Criticism Jun 15, 2023

Show notes

Are you a keyboard warrior or the one calling the shots from the cheap seats? Or are you constantly praising others or expecting the same in return? Criticizing from a place of judgment or for the sake of starting a fight leads you to the same place when you deliver nothing but praise…nowhere. In today's episode, Jamie explains that there's a right way and a wrong way to deliver criticism when the end goal is to focus on success.

https://bit.ly/43mA1aG

Team Building For Financial Advisors With Guest Christine Timms Jun 14, 2023

Show notes

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same.

https://bit.ly/3IP662s

Why Financial Undressing Matters [Episode 208] Jun 12, 2023

Show notes

If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you're doing a disservice to yourself and to others. On today's episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone.

https://theperfectria.com/podcast/208

Stacking The Odds, Writing Legacy Letters, and Continuous Team Training Jun 09, 2023

Show notes

Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Stacking The Odds In Your Favor [Episode 207]

The Value Of Writing A Legacy Letter With Guest Blake Brewer

You Didn't Hire Idiots

https://bit.ly/3qfZu6G

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