The Perfect RIA

Latest Episodes:

Worlds To Conquer - Chasing Money VS. Delivering Massive Value May 04, 2023

Show notes

Are you so focused on money that it's your primary objective in your career as a Financial Advisor? If so, you'll never be satisfied with your goals. On today's episode, Jamie talks through the main questions you need to ask yourself in order to ensure you're focused on delivering so much value that the money starts chasing you.

https://bit.ly/40oSXmD

What Works Wednesday - Working Past Limitations With Guest David Edmisten May 03, 2023

Show notes

Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today's What Works Wednesday, Matt is joined by David Edmisten from Next Phase Financial Planning, who, while an employee advisor, took the recommendation of 'Do What Works' and worked past company constraints. David will share how he managed to implement the concepts that Matt and Micah recommend at The Perfect RIA by trying one at a time and how he saw tremendous results with his clients and personal life.

https://bit.ly/41AN47a

Do You Even Have Credibility? [Episode 202] May 01, 2023

Show notes

You know that with your clients, everything you do either helps or it hurts - everything counts! On today's episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it's more than likely a lack of credibility. But then what do you do? Top advisors are always looking for ways to demonstrate their credibility, so be sure to communicate and set expectations with your clients and do what you say you're going to do.

https://theperfectria.com/podcast/202

Follow Up Friday - Why Aren't You Delegating To A Virtual Assistant? Apr 28, 2023

Show notes

Bringing on a high-caliber assistant can mean the difference between someone who knows how they can help you versus someone who just responds to a task, but how do you find the right person? How does working with an agency help create a successful match in which you truly get back time in your life to focus on other things? How are you communicating with your executive assistant, and are they problem solvers as well as someone who values privacy? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Why Aren't You Delegating To A Virtual Assistant? [Episode 201]

What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino

Worlds to Conquer - Client Events and Executive Assistants

http://bit.ly/3o4mxAp

Worlds to Conquer - Client Events and Executive Assistants Apr 27, 2023

Show notes

Do you have someone in charge of expected and unexpected needs when planning a client event? On today's Worlds To Conquer, Jamie shares some of the questions we've received on hiring an Executive or Virtual Assistant, as well as how having someone dedicated to handling logistics and representing you and your brand can further allow you to focus on only the things you can do.

http://bit.ly/406EMTh

What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino Apr 26, 2023

Show notes

Are you being your own assistant and handling things you shouldn't? On today's What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY, which provides virtual assistants to clients all over the US. Matt and Tricia discuss common mistakes advisors make when hiring a VA, how to decide what and how to delegate to an assistant, and how taking this step can help transform your life by giving you the time to focus your energy elsewhere and handle the decisions only you can make.

http://bit.ly/3GC77tF

Why Aren't You Delegating To A Virtual Assistant? [Episode 201] Apr 24, 2023

Show notes

Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings - sure - but at what cost? Are doing these tasks the highest and best use of your time? On today's episode, Matt and Micah talk about the benefits of hiring a virtual assistant so you can focus your decisions and time that only you can do. Listen in as they share some mistakes people make when bringing on a virtual assistant, as well as how to make this transition successful.

https://theperfectria.com/podcast/201

Follow Up Friday - F*ing WORK! Apr 21, 2023

Show notes

How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional are you when you're presenting to clients? What rules of escalation do you have in place for your team? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

F*ing WORK! [Episode 200]

What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis

Worlds to Conquer - Executive Assistants And Email Delegation

http://bit.ly/41dpgWF

Worlds to Conquer - Executive Assistants And Email Delegation Apr 20, 2023

Show notes

Do you wonder what you could do if you had a little more time? Imagine having someone dedicated to handling everything except for the tasks that only you can do. In this week's Worlds To Conquer, Jamie talks about hiring an Executive Assistant to handle your email. She'll go through her recommendations to set this up so that you only need to focus on what needs your attention as well as walk through the importance of having rules of escalation and a communication policy.

http://bit.ly/3mhxxtB

What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis Apr 19, 2023

Show notes

Performers on a broadway show don't just go on stage and decide what they're going to sing that night, they're prepared. Same with a comedian, their performances are practiced and rehearsed over and over again. On today's What Works Wednesday, Matt is joined by comedian Cory Michaelis to talk about opportunities to use comedy in presentations or client meetings as well as why no matter what, practicing and rehearsing is what will make you a higher-level performer and presenter.

http://bit.ly/3nR2Dsr

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