The Perfect RIA

Latest Episodes:

It Took Me XX Hours And Is Therefore Worth $$ [Episode 135] Jan 03, 2022

Show notes

Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much on something that isn't productive or thought-out, it may actually end up hindering your growth and prosperity. So, in this episode, Matthew and Micah will be explaining how much time certain tasks should take so that you can increase the value you are bringing to your clients, your employees, and your practice.

You can find show notes and more information by clicking here: https://bit.ly/33ya9hP

Tips from the Trenches - Getting Rona During Surge Dec 29, 2021

Show notes

How to make sure you're a top performer—no matter what.

https://bit.ly/3Ejeq5C

Follow Up Friday - But I'm At Capacity Dec 24, 2021

Show notes

How to get out of the victim mindset.

https://bit.ly/3mb6JIo

Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little Dec 22, 2021

Show notes

Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it.

https://bit.ly/3sdjMga

But I'm At Capacity [Episode 134] Dec 20, 2021

Show notes

How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at capacity and that there is no possible way you could take on more clients, then you're never going to grow your business. So, in this episode, Micah and Matthew will be sharing how to clear out that head trash so you can reach your full potential within the industry.

You can find show notes and more information by clicking here: https://bit.ly/31Qeoo6

Follow Up Friday - How To Break Your Fee Process Dec 17, 2021

Show notes

Action items for raising your fees.

https://bit.ly/3EMvqC6

Tips from the Trenches - Asset Transfers with Value Dec 15, 2021

Show notes

What you need to know about communicating with clients regarding asset transfers.

https://bit.ly/3GqpCyJ

How To Break Your Fee Process [Episode 133] Dec 13, 2021

Show notes

Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for learning opportunities to ensure they have the best processes available in place. So, in this episode, they will be discussing the importance of owning up to and learning from your mistakes, as well as a recent issue Matthew faced with a fee increase - and how he resolved it.

You can find show notes and more information by clicking here: https://bit.ly/3xn6TAY

Follow Up Friday - Which Coaching Program Should I Join? Dec 10, 2021

Show notes

Four action items to get you on the right track with personal development.

https://bit.ly/3ElVZOr

Tips from the Trenches - Performance Dec 08, 2021

Show notes

How to make sure you're giving it your all in every meeting—even during surge.

https://bit.ly/3Ed9fVj