The Perfect RIA

Latest Episodes:

Managing Distractions [Episode 57] Dec 13, 2019

Show notes

The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today, Matt and Micah will be working through common distractions and ways to handle them to help you ensure you're making the most of your day.

You can find show notes and more information by clicking here: https://bit.ly/2qop8aS

Business Planning [Episode 56] Dec 06, 2019

Show notes

As 2020 approaches, it's important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed.

You can find show notes and more information by clicking here: https://bit.ly/366w7on

Measure the Real Stuff [Episode 55] Nov 29, 2019

Show notes

As the new year approaches, it's easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn't. In short, they're sharing how to evaluate properly by making sure you measure the right stuff.

You can find show notes and more information by clicking here: https://bit.ly/2QOuas5

Do I Need A Coach? [Episode 54] Nov 22, 2019

Show notes

Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to find the perfect work-life balance so they can leave work with more energy than when they arrived, and he's here to break down how you can do the same.

You can find show notes and more information by clicking here: http://bit.ly/2O41pWB

Working On Your Business, In Your Business, and With Your Business [Episode 53] Nov 15, 2019

Show notes

Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in your business? Today Matt and Micah will explain the distinction between the two, as well as what it means to be "playing office."

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

Massive Value - Investments [Episode 52] Nov 08, 2019

Show notes

A lot of advisors see investments as a sore spot in their practices, but it doesn't have to be that way. Today Micah and Matt are going to talk about how to use investments to deliver massive value to your clients and how to ensure your clients feel confident as you help them achieve their goals.

You can find show notes and more information by clicking here: https://bit.ly/2p7578m

Is This You? [Episode 51] Oct 31, 2019

Show notes

All entrepreneurs make mistakes sometimes, so today Micah and Matt are discussing what to do if you make an error in your practice. They will share examples of what they have done when they've made mistakes in the past, as well as the benefits of taking extreme ownership in those situations.

You can find show notes and more information by clicking here: http://bit.ly/2r3BDJb

How To Get Ready For A 3 Month Vacation [Episode 50] Oct 25, 2019

Show notes

There's a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that difference might be? The answer is delegation. And though delegation is challenging for many entrepreneurs, Matt and Micah are going to break down why it's necessary and how to do it well.

You can find show notes and more information by clicking here: https://bit.ly/2p3OZ7q

Running a Virtual Team [Episode 49] Oct 18, 2019

Show notes

How do you run a virtual team? Today Jamie Shilanski (Micah's sister) joins the show to share how she does such a phenomenal job managing a virtual office and how the team dynamics work when half the team is in the office and the other is spread across the country.

You can find show notes and more information by clicking here: https://bit.ly/35wPbwm

Surge Week - How to Add Value to Your Meetings [Episode 48] Oct 11, 2019

Show notes

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly.

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

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