The Perfect RIA

Latest Episodes:

THE Floyd Shilanski [Episode 141] Feb 28, 2022

Show notes

Providing your clients with massive value is something that is talked about often on The Perfect RIA, but it's also important to ensure you have time for your loved ones while also showing up with the right mindset every single day. No one knows these topics more than Floyd Shilanski, the President of Shilanski & Associates, Inc. In this episode, he will be sharing his wealth of knowledge from his many years of experience in the financial planning industry, as well as the most valuable tidbits from his book, Registered Investment Advisor (RIA) From Scratch.

You can find show notes and more information by clicking here: https://bit.ly/3Bs7Qtx

Follow Up Friday - What Is The Perfect RIA? Feb 25, 2022

Show notes

Action items and key lessons from Monday's episode.

https://bit.ly/3GVpeIt

Tips from the Trenches - Post Surge Meetings Feb 23, 2022

Show notes

Key things to think about with surge meetings.

https://bit.ly/351IDdx

What Is The Perfect RIA? [Episode 140] Feb 21, 2022

Show notes

How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you're doing to your clients (or prospects) will allow them to recognize how much value you are adding to their life. So, today Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

You can find show notes and more information by clicking here: https://bit.ly/34w43il

Follow Up Friday - Client Segmentation Feb 18, 2022

Show notes

Why client segmentation is generally a bad idea—and what to do instead.

https://bit.ly/3gJ4ZTD

Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach Feb 16, 2022

Show notes

Learn how you should be thinking about raising your fees.

https://bit.ly/3JdTP5s

Client Segmentation [Episode 139] Feb 14, 2022

Show notes

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn't always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massive value instead.

You can find show notes and more information by clicking here: https://bit.ly/3H0xqIc

Follow Up Friday - You Drank a Soda in a Client Meeting?!? Feb 11, 2022

Show notes

Proven action items for you to take this week.

https://bit.ly/34x3HYX

Tips from the Trenches - Having Your Team Run Meetings Feb 09, 2022

Show notes

How to make your meetings more effective.

https://bit.ly/3HqOQhf

You Drank a Soda in a Client Meeting?!? [Episode 138] Feb 07, 2022

Show notes

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn't do in client meetings.

You can find show notes and more information by clicking here: https://bit.ly/3qZ3buy

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