The Perfect RIA

Latest Episodes:

You Didn't Hire Idiots Jun 08, 2023

Show notes

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization.

https://bit.ly/3MVEY4k

The Value Of Writing A Legacy Letter With Guest Blake Brewer Jun 07, 2023

Show notes

If you had the chance, would you take the time to write a letter to those who you love? One that could help them throughout their lives or bring them peace during difficult moments? On today's episode, Matt is joined by Blake Brewer from Legacy Letter Challenge to share how a tragic experience turned into a moment that created his life passion to help 1 million moms, and dads write a letter to their children.

https://bit.ly/433Yykl

Stacking The Odds In Your Favor [Episode 207] Jun 05, 2023

Show notes

Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with humor and confidence? On today's episode, Matt and Micah talk through how you communicate, as well as your goal in a prospect meeting can determine whether a prospect and client has a positive experience. You don't have to dread prospect meetings when you realize that they're an opportunity to help change someone's life.

https://theperfectria.com/podcast/207

Prospect Process, Forcing Mechanisms, and Unlimited Access Jun 02, 2023

Show notes

Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you're outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Just Cause Your Breath Stinks, Don't Change The Process [Episode 206]

Unique Forcing Mechanisms with Guest Dave Zaegel

How You Can Offer Unlimited Access

https://bit.ly/3BDkmrd

How You Can Offer Unlimited Access Jun 01, 2023

Show notes

When you bring on clients to your practice, you're looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach out to you or when they have questions? On today's episode, Jamie shares how advisors can structure time during and outside of surge to answer client questions and how to ensure you have an effective communication policy in place that allows clients to always feel that they're taken care of.

https://bit.ly/3ofNW2U

Unique Forcing Mechanisms with Guest Dave Zaegel May 31, 2023

Show notes

Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you're wasting your time and the impact it's having on your practice? On today's episode, Matt is joined by Dave Zaegel from CWOs for Hire to share how running both a tax practice and financial planning firm forced him to be hyper-intentional with his time and how his tax background has added to the value he's able to provide his clients.

https://bit.ly/3MtbTNt

Just Cause Your Breath Stinks, Don't Change The Process [Episode 206] May 29, 2023

Show notes

When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the door? On today's episode, Matt and Micah discuss why you not only need a prospecting process that works, but you need to stick to it! Trying to oversell yourself, creating new reports, or offering services that don't fit with your process doesn't benefit you or the prospect.

https://theperfectria.com/podcast/206

Walls, Right Fits, And What Will Get You Fired May 26, 2023

Show notes

Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you're setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what will get them fired and are you being intentional about investing your time outside of surge? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

https://theperfectria.com/podcast/205

The Right Value And The Right Clients with Guest Jason Speciner

What Gets You Fired

https://bit.ly/3Bp7Dbj

What Gets You Fired May 25, 2023

Show notes

Finding the right people for your organization is a challenge, but once you do, how do you make sure they're living up to their potential, and how do they embrace the expectations that you set for them? On today's episode, Jamie talks through ground rules for your team for not only what could get them fired but the framework for moving forward in their career. She'll also share why you need to take a deep look into the investment that you're making outside of surge to those who are most important in your life.

https://bit.ly/41qWtgL

The Right Value And The Right Clients with Guest Jason Speciner May 24, 2023

Show notes

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they're the right fit for your firm, and who is the right fit for them. On today's episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients.

https://bit.ly/44QEP9s

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