The Perfect RIA

Latest Episodes:

Worlds to Conquer - Goals And Productivity Jan 19, 2023

Show notes

Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do you spend time looking out the window at what others have versus looking at yourself to see how you can achieve your goals? How do you handle failures, which are inevitable in life? On today's episode, Jamie goes through steps to increase your productivity and further help you towards reaching your goals.

http://bit.ly/3GHYwGg

What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau Jan 18, 2023

Show notes

When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today's episode, Matt is joined by Nick Covyeau of Swell Financial to share his experience during his first year of starting his RIA. Nick will share the importance of determining and focusing on your niche, as well as how he's focusing on client onboarding and creating meeting standards for both clients and prospects. Nick will also share how he uses video messaging to personalize the advice for his clients.

http://bit.ly/3WMOtp1

Why Is Playing Office Such An Evil?!? [Episode 187] Jan 16, 2023

Show notes

Do you think playing office means that you're at your desk playing solitaire? We all need downtime, and we all play office, but what's more important is whether you are performing your productive activities first, those that will move the needle, or if you're spending your day 'researching.' On today's episode, Matt and Micah discuss one of their biggest pet peeves with advisors who play office but also claim they are too busy.

Listen in as they share what to look for in your day-to-day activities that could mean you're playing office and how to create forcing mechanisms to help you become more intentional with your time.

https://theperfectria.com/podcast/187

Follow Up Friday - Tax Planning In 2023 Jan 13, 2023

Show notes

What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you're not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week's highlights and action items.

Listen to this week's episodes:

Tax Planning In 2023 [Episode 186]

What Works Wednesday - Creating Systems and Processes With Cameo Roberson

Worlds to Conquer - Goal Setting: Email And Chat

http://bit.ly/3PZQR9i

Worlds to Conquer - Goal Setting: Email And Chat Jan 12, 2023

Show notes

Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and does this help your team do the same? In today's episode, Jamie shares the reason for boundaries and why you need to be purposeful with your time. She'll also share why you need to help your team members be intentional with their day and not let notifications and messages distract and interrupt their productivity.

http://bit.ly/3YTiHYR

What Works Wednesday - Creating Systems and Processes With Cameo Roberson Jan 11, 2023

Show notes

As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On today's episode, Matt is joined by Cameo Roberson from Atlas Park Consulting to share why having systems and processes in place are vital to your growth. They'll discuss how you need to know how you communicate with the custodian and why professional pushback is ok. Cameo will also provide her recommendations for steps to follow in order to create a system as well as train your team, and set them up for success.

http://bit.ly/3WRkP1y

Tax Planning In 2023 [Episode 186] Jan 09, 2023

Show notes

Willpower is not enough! If you're familiar with this statement, then what is your plan to make 2023 your best year ever? On today's episode, Matt and Micah take a look at how you can kick off the year by adding value to your clients through tax planning. There are numerous tax planning opportunities, and while you don't need to take on everything the first time, tax planning is becoming more predominant in the industry, and you don't want to get left behind.

Listen in as Matt and Micah discuss the spectrum of working with your clients on tax planning and why you need to decide where you want to be. They'll also share the conversations they'll be having throughout the year with their clients, as well as why they feel that tax planning starts with you as the advisor.

https://theperfectria.com/podcast/186

Follow Up Friday - You Are Playing Office, Here's How To Tell Jan 06, 2023

Show notes

How often do you find yourself saying that you're at capacity and how realistic are the numbers you associate with your practice? How do you handle challenging situations as well as overcoming negativity? When you are looking at setting up your goals, how big are those goals, and are you creating a plan to achieve them? Listen in as we recap this week's highlights and action items.

Listen to this weeks episodes:

You Are Playing Office, Here's How To Tell [Episode 185]

What Works Wednesday - Focusing On Positivity With Rich Chen

Worlds to Conquer - Goal Setting

http://bit.ly/3jkMSI9

Worlds to Conquer - Goal Setting Jan 05, 2023

Show notes

When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On today's episode, Jamie will take you through a step-by-step process of figuring out what that goal should be (hint: it should scare you) and how to make it a reality.

http://bit.ly/3jqUF7m

What Works Wednesday - Focusing On Positivity With Rich Chen Jan 04, 2023

Show notes

Each one of us has challenges that we face throughout our lives, and it's easy to get swept up in the negativity and head trash. On today's episode, Matt is joined again by attorney Rich Chen to share his experience growing up blind and how he overcame his own challenges by focusing on positivity, surrounding himself with positive influences, and tuning out negativity. Rich will also share how there is too much fear of failure and, instead, it's important to dream big by focusing on one step at a time.

http://bit.ly/3hM9oco

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