The Perfect RIA

Latest Episodes:

F*ing WORK! [Episode 200] Apr 17, 2023

Show notes

It's important to have efficiency in your practice, doing things faster, but what about the effectiveness of what you're doing? Waving a magic wand won't get you to where you want to go, you have to practice and put in the reps to see the success. In today's episode, Matt and Micah discuss the idea that everything you do counts, whether in a prospect, client meeting, or a presentation. How those meetings and presentations go depends on the work you put in beforehand and how prepared you are. You need to do the work!

https://theperfectria.com/podcast/200

Follow Up Friday - Delegation 101 Apr 14, 2023

Show notes

Do you feel guilty about the thought of bringing someone on to handle tasks that you could do yourself? Do you also feel guilty about not making your own clothes or the fuel you put in your car? Imagine freeing up your time so that you can focus on those tasks that will help you get to the next level. Also, in your mind, is conflict in your office good or bad, and do you take time to think about your emotions instead of acting on them? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Delegation 101 [Episode 199]

What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein

Worlds to Conquer - Do You Need An Executive Or Virtual Assistant?

http://bit.ly/40QYH9E

Worlds to Conquer - Do You Need An Executive Or Virtual Assistant? Apr 13, 2023

Show notes

Do you feel guilty thinking you don't need someone else doing a task you could do yourself? Imagine having an assistant who could help give back time in your day to do the things you need and want to do. On today's Worlds To Conquer, Jamie walks through bringing on an Executive or Virtual Assistant and how to determine what tasks can be handed over to someone else.

http://bit.ly/3KinayQ

What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein Apr 12, 2023

Show notes

Do you sometimes wonder why you act a certain way when you get upset or why you get so emotional sometimes? You want to feel your emotions but also be in command of your mindset, especially as a leader. On today's What Works Wednesday, Matt is joined by Coach Adam Silberstein to talk through the concept of being above the line and below the line and how this awareness can help you personally, professionally, and with your team.

http://bit.ly/3G0pckQ

Delegation 101 [Episode 199] Apr 10, 2023

Show notes

Are you overwhelmed, but you feel like you don't have the time to delegate, or assume you need to create a 50-page documented process for delegation? News flash! Delegation can be a superpower and allow you to focus on work that delivers value and grows your practice. On today's episode, Matt and Micah walk through why you need to delegate, even if it's in your personal life, what are some of the first tasks that you can hand over to someone else, and how to set your own expectations.

https://theperfectria.com/podcast/199

Follow Up Friday - What To Do When You're Out Of The Office Apr 07, 2023

Show notes

Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor's perfect week outside of surge? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

What To Do When You're Out Of The Office [Episode 198]

What Works Wednesday - Education Planning With Guest Fred Amrein

Worlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week

http://bit.ly/3FK5UQD

Worlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week Apr 06, 2023

Show notes

Surge is a hyperfocused time for you and your team, but once it's done, do you feel uncertain about how to make sure you're focused on your goals and moving the needle? On today's Worlds To Conquer, Jamie walks through a perfect week for a financial advisor that will help you stay on track, spend more time with those you love, and still be available for your team.

http://bit.ly/3LIkewJ

What Works Wednesday - Education Planning With Guest Fred Amrein Apr 05, 2023

Show notes

College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today's What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to talk about ways that you can deliver value to your clients by asking about education planning. With the average loan borrower over the age of 50 and retirees helping with education for their children and grandchildren, it's important to ask clients who is talking with them about these plans.

http://bit.ly/3nckU3i

*PayForED is not a Registered Investment Advisory or CPA Firm. The information provided is general financial information, and each client's situation is unique. This information is based on current rules at the time of the recording, which may change in the future. Any of the financial strategies or tax ideas discussed today should be reviewed with a financial professional or tax expert before making any final personal financial decision.

What To Do When You're Out Of The Office [Episode 198] Apr 03, 2023

Show notes

Surge is a high-intensity time for you - tons of client meetings, early mornings, and the constant need to be 'on.' But what about after surge? On today's episode, Matt and Micah talk about how once surge ends, it's time to move into that next piece - whether it's family time, personal time, or another project. But how do you make that transition, and how does your team handle you being away from the office? Listen in as the guys share their recommendations for shifting gears, being present with your family, and empowering your team to handle situations while you're gone.

https://theperfectria.com/podcast/198

Follow Up Friday - 10X Your Practice By Going Old School Mar 31, 2023

Show notes

Do you assume that if someone is successful and things look easy for them or do you realize they've been putting the reps in? Do you consider yourself a proactive advisor who educates your clients and ensures they feel confident with you? Are you ready to learn more about The Perfect RIA's coaching program? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

10X Your Practice By Going Old School [Episode 197]

What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

Worlds To Conquer - What Is BackStage Pass?

http://bit.ly/3n0LkVn

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