The Perfect RIA

Latest Episodes:

Worlds To Conquer - Who Are Your Prospects? Nov 10, 2022

Show notes

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospecting and how to make sure you're working with the right people. She'll also discuss why once you determine who you work best with, you need to share this with your team.

Listen in as Jamie shares why if you have a great prospecting strategy, you can grow and not stay stagnant, and that it's important to create an environment where your team can respectfully push back.

https://bit.ly/3FmTn6e

What Works Wednesday - Planning For Aging Clients With Lisa Mayfield Nov 09, 2022

Show notes

How do you talk with your aging clients about planning for future care or for a change in their health? On today's What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association.

Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing care beyond what they can provide for themselves. Lisa and Matt will discuss how to open these conversations with your clients and how an Aging Life Care professional can be another partner in your client's support system.

https://bit.ly/3zlb9mC

Why Don't You Graduate Clients? [Episode 177] Nov 07, 2022

Show notes

When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of dealbreakers and lines that you will not cross and know that at some point, you'll need to graduate certain clients? What do you do when a client graduates you?

Listen in as Matt and Micah discuss why you need to be clear with yourself, and your clients, on your dealbreakers. They'll also discuss once you've determined that a client is no longer a good fit, how to make that transition while always erring on the side of grace. Matt and Micah will also share why you don't have to stay in your lane to deliver massive value.

https://theperfectria.com/podcast/177

Follow Up Friday - What Is A Lifestyle Practice? Nov 04, 2022

Show notes

Are you guilty of spending hours in the office, just to be there? Or are you being hyper intentional about your time so you can deliver massive value and move the needle for your clients? Have you thought about the impact a coach can make in your life and why you need to look at designing your business and your life? How about head trash? You don't have to just deal with insecurities, there is a way to handle this. Listen in as we recap a jam packed week of action items and tips.

https://bit.ly/3TD6mVa

Worlds To Conquer - Dealing With Head Trash Nov 03, 2022

Show notes

Are you afraid that you're going to lose all your clients and income once you implement something new? Everyone has doubts and insecurities but there are ways to work through this. Listen in as Jamie shares her advice on how to take that head trash out from masterminds to morning routines, and why it's important to get your team involved as well.

https://bit.ly/3VIrETq

What Works Wednesday - Business Planning with Scott Rusnak Nov 02, 2022

Show notes

Designing your life and your business is something that everyone should focus on. However, sometimes it's hard to find in yourself what you need to do or how you get to that next point. Matt and Micah are joined by Expert EOS Business Coach Scott Rusnak who shares how he works as a guide for entrepreneurs along their journey to help them know when to look for moments of clarity and that you need to be authentic and help others.

Listen in as the guys share what core values mean to them and how to be intentional about the people in your life. They'll also share why having a coach and accountability is important, as well as tips for new advisors who want to level up.

https://bit.ly/3MJdmhh

What Is A Lifestyle Practice? [Episode 176] Oct 31, 2022

Show notes

A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a smaller period of time. As with anything at The Perfect RIA, you need to be hyper-intentional about this, especially your time. If you're at the office just to be there and you're not moving the needle for your clients, or working to up your game, then you're just playing office.

Listen in as Matt, Micah, and Orion Matthews talk about how to be intentional about prospecting and personal development and why multitasking isn't a skill that's allowing you to accomplish anything in a shorter amount of time.

For more resources and information:

https://theperfectria.com/podcast/176

Follow Up Friday - Delegation: When It Works And When It Doesn't Oct 28, 2022

Show notes

Do you realize that you're already delegating the majority of items in your life? Have you paid attention to how you're talking to your clients by replacing the word 'marshmallow' anytime you use industry jargon, and do you create so much value that your clients are excited to talk about you to their friends? Listen in as Amber recaps this week's highlights and action items.

https://bit.ly/3yPuYSN

Worlds To Conquer - Client Onboarding: Referrals Oct 27, 2022

Show notes

If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives. But have you thought about how that is the perfect time to also get referrals? Listen in as Jamie shares why you need to have a referral campaign and create opportunities for your clients to talk about you.

https://bit.ly/3TdMkku

What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick Oct 26, 2022

Show notes

Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick from Income Labs joins Matt to talk about how through their software, they work to bring better outcomes and experiences to clients and why it's important to talk to clients in a way that they understand.

Listen in as Matt and Justin discuss that people don't change the way they speak just because they retire and how little changes can result in a big long-term effect.

https://bit.ly/3TffOOQ

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