The Perfect RIA

Latest Episodes:

What Works Wednesday with Aaron Walker Aug 31, 2022

Show notes

We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards, and so are the people we surround ourselves with. When you actively choose to surround yourself with people who share your ambitions or have achieved the things you are after, it elevates your life. Aaron Walker, life and business coach, mastermind group facilitator, author, and trusted advisor, joins Matthew in this episode to share his advice for those looking to be not only successful, but also significant.

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

How Surge Works For New Relationships And Clients [Episode 167] Aug 29, 2022

Show notes

If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6 months could cause mutiny, so it's important to clearly communicate your framework and what they can expect. Matthew and Micah dive into this dilemma today and share insight into how you can plan, prepare, and ultimately deliver incredible value to clients in a new-to-surge situation.

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

Follow Up Friday - The Challenge! Who Delivers More Value? Aug 26, 2022

Show notes

Action items from this week's episodes.

https://bit.ly/3pPdGjX

Worlds To Conquer - Tips And Tricks For A Harmonious Surge Aug 25, 2022

Show notes

How to make surge as efficient as possible.

https://bit.ly/3dLgmMk

What Works Wednesday with Guest Jeff Rattiner Aug 24, 2022

Show notes

The CFP® designation has been the standard of excellence for financial planners for decades—and it's easy to see why. The highest designation in financial planning, combined with the commitment to high ethical standards, sets advisors holding this designation apart from the rest. So, what comes next after you receive your CFP®? And how can we implement processes to ensure our practices run as smoothly as possible? Jeff Rattiner, President at Rattiner's Financial Planning Fast Track, Inc., joins Micah today to share the answers to these questions and more.

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

The Challenge! Who Delivers More Value? [Episode 166] Aug 22, 2022

Show notes

Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are flying. Matthew put together a challenge between advisors to create a financial plan in 30 minutes on stage. Get out your gloves and listen in to hear about why he's doing that and what we can all learn from other advisors.

You can find show notes and more information by clicking here: https://bit.ly/3w9ARZB

Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison Aug 19, 2022

Show notes

The differences in how Matt and Micah run surge.

https://bit.ly/3PkN18A

Worlds To Conquer - Managing Value Adds In Surge Aug 18, 2022

Show notes

The importance of figuring out your value adds.

https://bit.ly/3wl7kwn

What Works Wednesday With Guest Rich Chen Aug 17, 2022

Show notes

When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorney you can comfortably rely on allows you successfully run your practice, whilst also ensuring it is compliant with the various legal obligations that apply. Richard Chen, a seasoned attorney, entrepreneur, and public speaker joins Matthew to share his advice for financial advisors seeking to protect themselves and their businesses.

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

A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165] Aug 15, 2022

Show notes

The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently in their respective offices. This is something that many people ask about, so grab your notes and listen in to hear how and why they differ in some key surge procedures and processes.

You can find show notes and more information by clicking here: https://bit.ly/3Qbot3p

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