The Perfect RIA

Latest Episodes:

When Value Adds Go Wrong [Episode 180] Nov 28, 2022

Show notes

At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well.

Matt and Micah will share the sometimes embarrassing mistakes that they've made while creating and sharing value adds. They'll share not only their experiences with what went wrong and why but how they learned from these mistakes and made their processes better. Listen in as they discuss how planning, team discussions, and doing what works can make value adds a success with your clients.

https://theperfectria.com/podcast/180

Follow Up Friday - The Retirement Income Timeline Nov 25, 2022

Show notes

Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your clients and shared numbers in the simplest way possible, helping to ease their concerns about moving into retirement? What if you have a strong level of technical expertise, but your clients still don't understand your explanations? How do your team members set priorities with their tasks when it may feel as though everything is a priority. Listen in as we recap this week's highlights and action items.

http://bit.ly/3UMCS7N

Worlds to Conquer - Helping Team Members Set Priorities Nov 24, 2022

Show notes

Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how to handle those situations and what truly needs to come first? Listen in as Jamie shares her tips for helping your team understand how to organize their tasks and why you need a communication policy in place.

http://bit.ly/3Tuy1XP

What Works Wednesday - Working With International Clients With Ashley Murphy Nov 23, 2022

Show notes

Having a focus and niche in your practice, to the point where your niche immediately triggers your name with someone, is fabulous. But just because you have a specific focus, it doesn't mean it will resonate with others. On this week's episode, Matt is joined by Ashley Murphy, an advisor and the creator of the Global Financial Planning Institute, where he focuses on helping others who work with national and multinational clients.

Ashley will share how he created the Global Financial Planning Institute out of his desire to fill a gap in the education and community for advisors working with international clients. Matt and Ashley will also discuss how in addition to technical expertise, you need to be able to communicate effectively with your clients and how taking on clients that aren't within your area of knowledge is not in their best interest.

https://bit.ly/3fQwkX6

The Retirement Income Timeline [Episode 179] Nov 21, 2022

Show notes

When a client is getting close to retirement, how confident do they feel, and are they mentally spending money that they may not actually see? Matt and Micah discuss why it's important to make things simple and to be clear to clients about what the numbers they see actually mean.

Listen in to learn about a value add that Micah is incredibly passionate about - The Retirement Income Timeline, and how this can provide clients with a simple guide to know where their money is coming from. The guys will also share the importance of doing a full financial plan and how doing so can uncover mistakes that clients weren't aware of.

https://theperfectria.com/podcast/179

Follow Up Friday - TPR Live Event Recap Nov 18, 2022

Show notes

Have you gone through the practice analyzer to take a deep dive into your practice to see where you're spending your time and energy? Have you thought about how simplifying terms and making finances fun can empower a younger generation? What steps are you taking to make sure your team is constantly growing? Listen in as we recap this week's highlights and action items.

https://bit.ly/3zHt1YS

Worlds to Conquer - Career Pathways Nov 17, 2022

Show notes

Most employees leave their current employer because they feel there isn't any place for them to go. What if you create an environment where your employees never plateau and instead are always looking for ways to grow within your organization? Listen in as Jamie shares her tips and recommendations on ensuring your team is in a perpetual state of learning and how to create specific goals for them.

https://bit.ly/3DAS1Cb

What Works Wednesday - Financial Literacy with Daniele Beasley Nov 16, 2022

Show notes

On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and experience that led her and her partner, Kelli, to create an adult coloring book for financial planning called Financial Wellness.

Listen in as Daniele shares how she took her past as a dancer and her love of music and combined it with her financial knowledge to create a book for young adults to help with their financial understanding. She'll discuss how she hopes to give back to the younger generation and empower them to understand their finances.

https://bit.ly/3ft1GCU

TPR Live Event Recap [Episode 178] Nov 14, 2022

Show notes

What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recent TPR live event in this episode. They share how putting together this event takes a lot of time and energy, and yes… head trash! And how they overcome this.

Listen in as the guys discuss the practice analyzer and how, by breaking down the number, you can start to truly see where your time is being spent. They'll also discuss why you need to know which tasks are and aren't playing office, along with why you need to take a hard look at the fee you're charging clients and if it's truly representative of the value you're delivering to your clients.

https://theperfectria.com/podcast/178

Follow Up Friday - Why Don't You Graduate Clients? Nov 11, 2022

Show notes

Do you have your line in the sand that you know you won't cross with your clients? What happens if they cross that line or if they don't take your advice? Have you thought about how you need to approach your aging clients or clients with aging parents to discuss how they want to plan their future care? What about your prospects? Are you working with the right people or do you think that anyone who hires you is the right client? Listen in as we recap this week's highlights and action items.

https://bit.ly/3TYuxO7

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