The Perfect RIA

Latest Episodes:

You Are Playing Office, Here's How To Tell [Episode 185] Jan 02, 2023

Show notes

It's easy to say and assume that you're at capacity, because what else are you doing with all your time? But if you're claiming that you're researching and just too busy, then we're here to tell you that you've been drinking your own Kool-Aid. On today's episode, Matt and Micah discuss how by looking at your REAL numbers or having someone else call you out on what you claim your real numbers are, you will have the opportunity to truly discover how much office you're really playing…and how to improve and be intentional with your time.

Listen in as they share why empowering your team with systems and rules and understanding that making everything in your office a manual process does not provide personal advice to your clients. They'll also explain the importance of following your own advice.

https://theperfectria.com/podcast/185

Follow Up Friday - Was 2022 Your Best Year Ever? Dec 30, 2022

Show notes

When you look to your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the day-to-day strategies of your business, and what's the importance of your time and value? What is important to consider when implementing a transition within your office and communicating that to your clients? Listen in as we recap this week's highlights and action items.

This week's episodes:

Was 2022 Your Best Year Ever? [Episode 184]

What Works Wednesday - Leading Advisors With Dustin Corrente

Worlds to Conquer - Family Offices Q&A

http://bit.ly/3FqFPoI

Worlds to Conquer - Family Offices Q&A Dec 29, 2022

Show notes

In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational practice. Jamie will provide her experience and thoughts on who should attend client meetings, agreements on commission and revenue, how to inform clients, and whether a coach is helpful. If you missed Jamie's prior episodes on this topic, be sure to listen to them here:

Worlds To Conquer - Family Offices

Words To Conquer - Family Offices: An Interview With Floyd Shilanski

Worlds To Conquer - Growing Up In A Family Office With Lane Wild

http://bit.ly/3FTyWh2

What Works Wednesday - Leading Advisors With Dustin Corrente Dec 28, 2022

Show notes

How do you translate lessons that you learn into day-to-day strategies? On this What Works Wednesday, Matt is joined by Dustin Corrente, the Managing Director for Prudential Advisors Mid-Atlantic Financial Group, to talk about how he utilized Matt's book Delivering Massive Value as part of the curriculum in a team meeting and how he helps other advisors learn to run their business.

Dustin will share the importance of time management, meeting surges, and understanding your value, fees, and what he sees with advisors who are doing really well running their practices.

http://bit.ly/3HyzvhE

Was 2022 Your Best Year Ever? [Episode 184] Dec 26, 2022

Show notes

When you look back at this past year, are you questioning if you even did anything, or are you a victim of drinking your own kool-aid and celebrating accomplishments that may or may not have happened? On today's episode, Matt and Micah share how tracking your successes and celebrating those wins are as important as having specific goals for the coming year.

What are you doing to make 2023 your best year ever? Listen in as Matt and Micah discuss why you need systems and processes in place as you grow and pick themes for your next year to help you focus on where you want to improve. They'll also share how to truly hold yourself accountable and that you don't need to wait until the new year to take action.

https://theperfectria.com/podcast/184

Follow Up Friday - Surge - What If It Works? Dec 23, 2022

Show notes

Is your head trash what's stopping you from implementing surge and finding ways to deliver more value to your clients? If you're going to implement surge, have you thought about steps to take to start or how to communicate how it's beneficial to your clients? How does being surrounded by the knowledge of financial planning and positivity impact children? Listen in as we recap this week's highlights and action items.

http://bit.ly/3W1jwwG

Worlds to Conquer - Growing Up In A Family Office With Lane Wild Dec 22, 2022

Show notes

On week three of our series of working in a family firm, Jamie is joined by her son Lane Wild as he shares what it's like to be the grandchild of the founder of a financial advisory practice and the impact it's had on his life. Jamie and Lane will share their experience in homeschooling, their difficult discussion surrounding Lane's choice and decision on college, as well as why it's important to help guide others to their path in life.

http://bit.ly/3uuKsZF

What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace Dec 21, 2022

Show notes

Making changes within your practice can be a difficult decision to make, especially when that involves bringing in a partner or making the leap to implement surge meetings. On today's What Works Wednesday, Matt is joined by Monica Osborne and Colleen Wallace from CorLux Financial in Eugene, Oregon, to discuss their experience in creating a partnership as well as their process of implementing surge meetings.

Monica and Colleen will share that while they are both CPAs, they felt that they could provide their clients with the highest value through financial planning. In addition, they'll discuss how by having mutual respect for each other and a desire to serve their clients best, they have created a partnership that provides a greater service for their clients.

http://bit.ly/3gAEO5a

Surge - What If It Works? [Episode 183] Dec 19, 2022

Show notes

We all have the same 24 hours in a day, but what sets up the good from the great is how that time is used. This is where surge meetings come into play and give you a way to be hyper-intentional while delivering massive value to your clients. On today's episode, Matt and Micah push back on some of the reasons why other advisors claim they can't implement surge meetings and why a lot of that is just head trash.

Listen in as they talk about how there's always room for improvement in surge meetings and processes along with the benefits of surge for you as well as for your clients, and that surge isn't a competition; it's about doing what works.

https://theperfectria.com/podcast/183/

Follow Up Friday - Why Are Value Adds Amazing?! Dec 16, 2022

Show notes

If you aren't yet implementing value adds, you're missing an opportunity to help your clients achieve their goals. But it's important to make sure that when you start offering value adds, or if you're already doing so, that they provide actionable advice. Have you also considered value adds for your clients with small businesses, or how important it is to explain LLCs to help them structure their business best? Are you in favor of hiring family members, or do you feel that's a disaster waiting to happen? Listen in as we recap this week's highlights and action items.

http://bit.ly/3VNTSen

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