The Perfect RIA

Latest Episodes:

Getting the First Appointment - Part 2 [Episode 67] Feb 21, 2020

Show notes

Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's episode will be continuing where they left off. The guys will discuss what should be happening in that first meeting and what to do after you have vetted a potential client enough to know they are a solid prospect.

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

Getting Past the First Prospect Meeting [Episode 66] Feb 14, 2020

Show notes

Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways you can set yourself up to receive only the people you can truly serve well. You will also find out what they do personally to vet clients and get through the first prospect meeting with clarity and purpose.

You can find show notes and more information by clicking here: https://bit.ly/37lVrqu

Real Estate and the Secure Act [Episode 65] Feb 07, 2020

Show notes

Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a simple solution that helps everyone make the best, informed decision on whether or not to go forward with the property rental, and they'll shed light on what you need to know about the Secure Act.

You can find show notes and more information by clicking here: https://bit.ly/2GVl72k

RMD Value Adds [Episode 64] Jan 31, 2020

Show notes

Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value.

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

Million Dollar Ideas Are Worthless [Episode 63] Jan 24, 2020

Show notes

Advisors get stuck on great ideas all the time. What's so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar" ideas are worthless and how to dial into what really matters: implementation.

You can find show notes and more information by clicking here: https://bit.ly/375KFFn

Beating The Markets [Episode 62] Jan 17, 2020

Show notes

Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and "outperforming" the markets. They'll share how you can be prepared for conversations about investments and how to handle it when clients have doubts.

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

Distributions While Out of Office [Episode 61] Jan 10, 2020

Show notes

When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharing the answer.

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

It's A New Year [Episode 60] Jan 03, 2020

Show notes

As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to make it happen.

You can find show notes and more information by clicking HERE

Increasing Massive Value [Episode 59] Dec 27, 2019

Show notes

Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help your clients achieve their goals? Matt and Micah break it down in today's episode. You can find show notes and more information by clicking here: https://bit.ly/2rfx6Un

How to Choose a Coaching Program [Episode 58] Dec 20, 2019

Show notes

Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing their opinions on this subject and describing the things you need to be looking at to find the perfect program for you and your firm.

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

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