The Perfect RIA

Latest Episodes:

Worlds to Conquer - A Detailed Look At Surge Feb 23, 2023

Show notes

Are you ready to implement surge, but you're unsure of what this truly looks like both for the advisor and the team? On today's episode, Jamie breaks down surge from the time involved before a client walks in, through the weeks of surge, and as well as after, when tasks are still being completed. Listen in as Jamie shares the schedule that allows her office to deliver massive value during this hyper-focused period of time.

http://bit.ly/40KLXlq

What Works Wednesday - Creating A Surge Process That Works For You With John Mason Feb 22, 2023

Show notes

When implementing surge, it's important to be intentional about your time and schedule, and understand what you're solving for. On today's episode, Matt is joined by John Mason from Mason and Associates in Newport News, VA. John will share how surge has worked in his practice, which his firm calls strategic planning meeting season, and how he has created a successful process that benefits his clients, including having almost all meetings as a virtual session.

http://bit.ly/3Yaiik5

We Don't Need Surge, We Need Prospects [Episode 192] Feb 20, 2023

Show notes

Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful experience for your prospects, having a top notch process is key. On today's episode, Matt and Micah discuss how the prospect process starts well before someone even shows up to your office, or for that first meeting. They'll share why you want to look at the initial impression the prospect has and the importance of constantly setting expectations. You'll also learn when, and how, to address the topic everyone anticipates - fees.

https://theperfectria.com/podcast/192

Follow Up Friday - Your Q1 Surge Plan Feb 17, 2023

Show notes

Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation leading up to it. How are you going through this with your team? Have you taken the time to look at what you're creating in your practice and your ideal life? Are you having those up-periscope meetings with your team to ensure things are happening as you believe they are? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Your Q1 Surge PlanYour Q1 Surge Plan [Episode 191]

What Works Wednesday - The Advisor Path With BenVerWys

Worlds to Conquer - Surge And Questions For Your Team

http://bit.ly/40ubGOU

Worlds to Conquer - Surge And Questions For Your Team Feb 16, 2023

Show notes

You can't assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today's episode, Jamie discusses why you need to have up-periscope meetings and check in with your team. She'll share three questions that you can ask them that will deliver a better experience to your clients.

http://bit.ly/3DFAmu5

What Works Wednesday - The Advisor Path With Ben VerWys Feb 15, 2023

Show notes

If you're good at what you do, it's understandable that there can be endless opportunities available to you. On today's episode, Matt is joined by Ben VerWys, the founder of Fiduciary Financial Advisors, to share his experience, from starting as a W-2 employee to building his own firm. Ben will share the gaps that he believes exist in the industry and that there's a path to providing value to your clients while also living your ideal life.

http://bit.ly/3Yf36BD

Your Q1 Surge Plan [Episode 191] Feb 13, 2023

Show notes

With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On this episode, Matt and Micah explain the concept of surge and how it's about being intentional and providing the most value to your clients. They'll share the importance of your team's involvement and getting them on board.

For advisors who have been implementing surge, Matt and Micah will also discuss ways to level up to continue to improve your surge meetings. Listen in as they talk about some of the head trash that they still deal with and the best way to start your client meetings.

https://theperfectria.com/podcast/191

Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks Feb 10, 2023

Show notes

Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]

What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris

Worlds to Conquer - Surge: Schedules and Teams

Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks

http://bit.ly/3wwK1z8

Worlds to Conquer - Surge: Schedules and Teams Feb 09, 2023

Show notes

You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and understanding of when this will deliver the most value to clients. Listen in as she also discusses the different pods within her firm and how to create an environment with a strong team that performs at their highest level.

http://bit.ly/3WM6N0y

What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris Feb 08, 2023

Show notes

There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make changes in yourself and your practice? In this episode, Matt is joined by Bryan Garris from TriaGen, to talk about getting uncomfortable and how having an accountability partner can help you achieve your tough goals. Bryan will share how he transitioned from a BD to an RIA and how by becoming more intentional he's able to be more efficient and grow his practice.

http://bit.ly/3WJrE4O

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