The Perfect RIA

Latest Episodes:

Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190] Feb 06, 2023

Show notes

It's possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your clients in a unique, personalized way that requires fairly minimal effort. In this episode, Matt and Micah discuss how they've utilized video messaging in their firms to improve the client experience and create additional touchpoints; however, not all videos are created equal. Listen in as they share their tips to make this powerful communication tool a positive one and a way to ensure your clients are excited each time they hear from you.

https://theperfectria.com/podcast/190

Follow Up Friday - What If You HAD To Double Your Productivity?!? Feb 03, 2023

Show notes

What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week's highlights and action items.

Listen to this weeks episodes:

What If You HAD To Double Your Productivity?!? [Episode 189]

What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman

Worlds to Conquer - Defining Value With Your Team

http://bit.ly/3j0pCPV

Worlds to Conquer - Defining Value With Your Team Feb 02, 2023

Show notes

Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today's episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn't value.

http://bit.ly/3ZSwBen

What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman Feb 01, 2023

Show notes

Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On this episode, Matt is joined by Chris Michalman of Integrated Financial Partners in Derry, NH, to talk about how he first implemented surge in his practice and his experience in graduating clients. Matt and Chris will share the emotional aspect that goes along with transitioning clients while knowing that it's in their best interest, and also discuss how making these changes help you to better serve the right clients and become more valuable to them.

http://bit.ly/3ZWWPfw

What If You HAD To Double Your Productivity?!? [Episode 189] Jan 30, 2023

Show notes

We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours and choose to double productivity and crush the day. In this episode, Matt and Micah discuss their top recommendations for how you can improve your productivity. It's easy to let small moments distract you from your work, but that time adds up and takes away from your productivity.

Listen in as they share how some small but sometimes painful changes can greatly improve your efficiency and productivity. They'll also discuss ways to help be proactive about potential distractions to help get you back on track.

https://theperfectria.com/podcast/189

Follow Up Friday - The Goal Of The Perfect RIA Jan 27, 2023

Show notes

Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you're doing isn't working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week's episodes.

Listen to this week's podcasts:

The Goal Of The Perfect RIA [Episode 188]

What Works Wednesday - Deal Structures and Trends In The M&A Market

Worlds to Conquer - Getting Uncomfortable With Your Goals

http://bit.ly/3CS2jP7

Worlds to Conquer - Getting Uncomfortable With Your Goals Jan 26, 2023

Show notes

Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today's episode, Jamie gets into questions you need to ask yourself to fully understand whether you're being true to yourself and putting your family first. She'll also provide guidance on ways to involve your family in your plans, as well as why it's important to have your family create their own goals.

http://bit.ly/3kjI0Ud

What Works Wednesday - Deal Structures and Trends In The M&A Market Jan 25, 2023

Show notes

What happens when a senior advisor is looking to sell their practice to a junior advisor, but there's a large gap between the firm's valuation and the advisor's income? On today's What Works Wednesday, Matt is joined by Harris Baltch from Dynasty Financial Partners to share his recommendations for advisors who may be considering selling their practice, as well as an advisor who may be considering buying in the future. Harris will also discuss the importance of CEOs being educated and why planning early can make all the difference in a deal going forward.

http://bit.ly/3GHBj5L

The Goal Of The Perfect RIA [Episode 188] Jan 23, 2023

Show notes

Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was created to share that message and encourage advisors to be authentic and transparent. On today's episode, Matt and Micah discuss the mission of The Perfect RIA and the importance of surrounding yourself with others who aren't just there to pat you on the back.

Listen in as they share how even through creating this weekly podcast, it forces them to be open and look at what works and doesn't work in their own practice. They'll also discuss why they don't look at simple growth but instead focus on doubling and how that requires dramatic changes to your practice.

https://theperfectria.com/podcast/188

Follow Up Friday - Why Is Playing Office Such An Evil?!? Jan 20, 2023

Show notes

How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently started their own RIA? Have you taken an inventory of repeatable processes, and what plans are you taking to achieve your goals? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Why Is Playing Office Such An Evil?!? [ Episode 187]

What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau

Worlds to Conquer - Goals And Productivity

http://bit.ly/3QdLbZz

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