The Perfect RIA

Latest Episodes:

Delegation: When It Works And When It Doesn't [Episode 175] Oct 24, 2022

Show notes

It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn't always go as planned. At first glance, delegating a task for booking travel seems simple. But what if you end up in the middle seat of the last row? On today's episode, Orion Matthews joins Matt and Micah to talk about their experiences with delegation and why you need a process and checklist to make sure tasks are done the right way.

Listen in as the guys discuss why you need to make sure to look at your process to make sure that everything is documented correctly, and that if two or more people can perform a task, then it should be delegated.

For more information and resources:

https://theperfectria.com/podcast/175/

Follow Up Friday - Your Client Onboarding Process Oct 21, 2022

Show notes

Key takeaways from this week's episodes.

Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor from the second best. Listen in as Amber recaps this week's highlights and action items creating an onboarding process that works as well as how finding your passion and educating others can help you create a hyper specialized practice.

https://bit.ly/3Coueow

Worlds To Conquer - Client Onboarding - Creating A Solid Foundation Oct 20, 2022

Show notes

Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how this work during surge. She also shares that you need to trust in your processes, your system, and trust in your team and why creating a financial plan is similar to building a house.

https://bit.ly/3RQnkOL

Your Client Onboarding Process [Episode 174] Oct 17, 2022

Show notes

Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, instead, you created a process for your new and existing clients - from empowering your team to assist and setting standards for the 'right' way to answer a client call, to constantly setting expectations with your clients on what it is that you're doing for them?

Listen in as Matthew and Micah share why having processes in place when bringing in a new client allows you and your team to truly provide the most value to your clients. They also share why you need to remember that everything you do is fresh and new to a client and how little things can add up to make a big difference.

You can find show notes and more information by clicking here:

https://theperfectria.com/podcast/174

Follow Up Friday - What Do You Do Once The Prospect Says 'Yes!'? Oct 14, 2022

Show notes

What you need to know about onboarding.

https://bit.ly/3Veoiac

Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide Oct 13, 2022

Show notes

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.

https://bit.ly/3edEwzN

What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales Oct 12, 2022

Show notes

If you are an investor wanting to avoid the larger wirehouses, you are probably in the market for an independent financial planner or advisor who doesn't work at one of the larger firms. Generally, an independent planner or advisor will either be a registered investment advisor (RIA) or someone who works for an independent broker-dealer. In this episode, Matt is joined by Brad Wales, Founder of Transition to RIA, and although they are both large advocates for RIAs, they will be sharing their top reasons as to why you may want to stay with a broker-dealer.

You can find show notes and more information by clicking here: https://bit.ly/3BVcn8p

What Do You Do Once The Prospect Says 'Yes!'? [Episode 173] Oct 10, 2022

Show notes

Your prospect just said 'yes'—now what? Don't panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigating a new client relationship is to lay the groundwork early and communicate the processes you have in place. Today, they share the different elements of creating and implementing a process, as well as real-life insight from how they make it work in their own practices.

You can find show notes and more information by clicking here: https://bit.ly/3SA3d8H

Follow Up Friday - How To Communicate Your Value To Clients Oct 07, 2022

Show notes

Key takeaways from this week's episodes.

https://bit.ly/3y8PYn5

Worlds To Conquer - New Client Onboarding - Setting Expectations Oct 06, 2022

Show notes

Beginning a month-long series all about onboarding brand new clients.

https://bit.ly/3E9Sg9k