The Perfect RIA

Latest Episodes:

Tips from the Trenches - Prospect Process May 05, 2021

Show notes

Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm

It's Just An Email [Episode 111] May 03, 2021

Show notes

When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this episode, Matthew and Micah explain the importance of having one main focus for every point of communication and why there is always room for improvement. You can find show notes and more information by clicking here: https://bit.ly/3dUOrpS

Reading Time With Jarvis - The War of Art by Steven Pressfield Apr 28, 2021

Show notes

Matt shares how to avoid procrastination and the importance of working towards your goals.

https://bit.ly/2QwYfyF

Tips from the Trenches - When the Sales Process Goes Wrong Apr 21, 2021

Show notes

Learn how to avoid making mistakes that will ruin your chances with a prospective client.

https://bit.ly/32tmAYE

Finding Good Talent with Yosef Colish [Episode 110] Apr 19, 2021

Show notes

Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader in the Wealth and Investment Management Division. With over 15 years of experience, he specializes in attracting and retaining the top-performing talent in the industry for single-family and multi-family offices and RIAs.

You can find show notes and more information by clicking here: https://bit.ly/3sS4Ph9

Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport Apr 14, 2021

Show notes

Matt shares important takeaways from a book he wishes he'd read early in his career.

https://bit.ly/2QhjdB4

The "Perfect" Way to Rollover a 401(k) [Episode 109] Apr 12, 2021

Show notes

Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach this, including the "right" and "wrong" ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a rollover.

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

Tips from the Trenches - Buckets Apr 07, 2021

Show notes

Learn why you must communicate your allocation strategy to your clients.

https://bit.ly/39AU8bb

The Right Size Financial Plan [Episode 108] Apr 05, 2021

Show notes

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand.

You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi

Reading Time with Jarvis - Solve for Happy by Mo Gawdat Mar 31, 2021

Show notes

Learn key takeaways from one of the most powerful books Matt has read in the last five years.

https://bit.ly/3cmr2y3