The Perfect RIA

Latest Episodes:

Surge Meetings [Episode 77] May 15, 2020

Show notes

Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and today they explain their reasoning behind their response to this query, as well as why there is always a good reason to switch to surge.

You can find show notes and more information by clicking here: https://bit.ly/2SSx0wx

LTC Planning [Episode 76] May 08, 2020

Show notes

Today's topic is one that can be a bit of a hot button, but it's something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit down to chat about how you can really help your clients when it comes to making the right long-term care decisions well before it becomes necessary, as well as how to mitigate the risks of retirement and guide clients through the maze of long-term care planning and insurance.

You can find show notes and more information by clicking here: https://bit.ly/2SrtRTW

Fee Compression My ________ [Episode 75] May 01, 2020

Show notes

There's a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired up about this thing called fee compression and how giving valuable advice seems to have gone out the window, so today they're talking about why many people are focusing on the wrong issues and what to focus on instead.

You can find show notes and more information by clicking here: https://bit.ly/2Kz56AT

When YOU Haven't Demonstrated Value [Episode 74] Apr 17, 2020

Show notes

Sitting down with a potential client who is reluctant or doesn't see your value from the start is something that can mess with you if you don't have a plan. So today Matt and Micah will be answering a question they got on this subject and breaking down how to address a situation like this, including how to demonstrate value and ask the right questions.

You can find show notes and more information by clicking here: https://bit.ly/2VypE1J

Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73] Apr 10, 2020

Show notes

Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to communicate with your clients about their "war chests" throughout the good times and even now, during the current crisis. You can find show notes and more information by clicking here: https://bit.ly/2UUeNAb

Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72] Apr 03, 2020

Show notes

Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podcast, Benjamin inspires people to be financially independent and properly prepared to retire. Today he joins this podcast to discuss his background and how he started his incredibly successful show.

You can find show notes and more information by clicking here: https://bit.ly/2W9B26f

Head Trash with Coach Joe Lukacs [Episode 71] Mar 27, 2020

Show notes

This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you're in a good headspace that will allow you to effectively help your family, business, and clients through difficult times. Whether you're an advisor who has been through a recession before or this is your first rodeo, you'll gain some great insights and tips on how to handle unexpected challenges.

You can find show notes and more information by clicking here: https://bit.ly/33NSDT0

Lessons from the Slopes [Episode 70] Mar 20, 2020

Show notes

Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. For a few years now, they have been hosting a mastermind session with a core group to break through mental barriers and create extreme accountability. There was so much value they were able to bring out of the experience that they're bringing it to the podcast for you to benefit from as well.

You can find show notes and more information by clicking here: https://bit.ly/2TwJ99V

Corona Virus [Episode 69] Mar 13, 2020

Show notes

When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them feel comfortable with the plans we have set in place for their financial goals? Today Micah and Matthew are talking about global pandemics and sharing tips on how to properly address panic with your clients. You can find show notes and more information by clicking here: https://bit.ly/2VUtUud

Team Work Makes the Dream Work [Episode 68] Mar 06, 2020

Show notes

Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen from Q2 consulting is taking the place of Micah this episode because she has some really helpful insight on building great teams. Matthew and Colleen discuss how business owners should work and particularly how to work with your team.

You can find show notes and more information by clicking here: https://bit.ly/32mBezX

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected