The Perfect RIA

Latest Episodes:

What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte Oct 05, 2022

Show notes

Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important for focus and stress management, and can even be beneficial for long-term health. But do you think your practice could run without you for an entire month? Taylor Schulte, Founder of Define Financial, joins the show to share his experience with going completely offline for an entire month, including how he prepared his practice and the things he did in the lead-up.

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

How To Communicate Your Value To Clients [Episode 172] Oct 03, 2022

Show notes

Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still having trouble knowing what to say and how to add value to your meetings, this is the episode for you. Matthew and Micah jump in to share some of the origins of the value-add, how they struggled in client meetings at first, and what helped them find more confidence in their meeting times with clients and prospects.

You can find show notes and more information by clicking here: https://bit.ly/3LIA20m

Follow Up Friday - Helping Team Members Triage Client Requests Sep 30, 2022

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Helping your team to help you.

https://bit.ly/3SgTJPx

Worlds To Conquer - The Importance Of A Team Sep 29, 2022

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What young advisors need to know in order to grow their practices.

https://bit.ly/3BMVMnb

What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario Sep 28, 2022

Show notes

Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allows you to establish a reputation within your niche and enhances your client-acquisition efforts. In this episode, Don Hilario, Founder of Hilpan Moxie Wealth Management, will be joining the show to share how he found his niche serving Big Tech, how he structures his day to maximize productivity, and his advice for any advisors searching for a way to be more intentional with their workdays.

You can find show notes and more information by clicking here: https://bit.ly/3S2Ku5h

Helping Team Members Triage Client Requests [Episode 171] Sep 26, 2022

Show notes

Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit down to address the difficulties in delegation and share insight into how they help their own team members run triage on client requests. If you're hoping to carve out more time for yourself and empower your team in a way that allows your business to grow, this episode is for you.

You can find show notes and more information by clicking here: https://bit.ly/3db2Di4

Follow Up Friday - Do I Need To Fire My Team? Sep 23, 2022

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Action items from this week's episodes.

https://bit.ly/3RPNUbq

Worlds To Conquer - How To Fire An Employee Sep 22, 2022

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The right way to terminate someone you know shouldn't be on your staff.

https://bit.ly/3f1iP6k

What Works Wednesday With Josh Raab Sep 21, 2022

Show notes

If you have expertise and knowledge to share beyond what you share with your clients as an advisor, writing a book has probably crossed your mind—and rightly so. A high-quality, engaging book can establish you as an industry expert and give you a chance to speak to a broader audience. However, you're busy running a successful practice and the idea of putting in the work to create a book is probably daunting. So, where do you begin? In this episode, Josh Raab, Founder of Raab & Co, will join Matthew to discuss the process of publishing a book.

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

Should I Fire My Team? [Episode 170] Sep 19, 2022

Show notes

There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and you realize all your problems aren't solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team.

You can find show notes and more information by clicking here: https://bit.ly/3Bor0C4

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