The Perfect RIA

Latest Episodes:

Is This Marketing? [Episode 47] Oct 04, 2019

Show notes

Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be evaluating different marketing techniques and weighing in on their value, who has success with them, and whether or not you should be using similar tactics.

You can find show notes and more information by clicking here: https://bit.ly/2nsEav1

Making It Look Easy [Episode 46] Sep 27, 2019

Show notes

Many people look at the way others run big businesses and think, "I can do that, it looks so easy!" Is it truly that easy to start up and run your own firm? Today Micah and Matt discuss how they got to where they are in their businesses, including the hard work and mastery that goes on behind the scenes.

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

Family Time [Episode 45] Sep 20, 2019

Show notes

Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitable and efficient practice. In this episode, the guys are going to get a bit more personal and in-depth as they discuss the third tenet: spending time with your family.

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

Mailbag [Episode 44] Sep 13, 2019

Show notes

Micah and Matt are back with another mailbag episode answering your questions! Today they share tips and tricks for building your firm and providing massive value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/2m6eP92

Effective Delegation - with Gina Cotner [Episode 43] Sep 06, 2019

Show notes

As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for the important things? Today the master of delegation, Gina Cotner, joins the show to explain how to delegate tasks to your team and train your assistant to think like you.

You can find show notes and more information by clicking here: https://bit.ly/2Pi4QLQ

Getting Your TEAM On Board [Episode 42] Aug 30, 2019

Show notes

When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through important changes? Today Micah and Matt will share advice on how to address your team's fears and questions, while also sticking to your convictions.

You can find show notes and more information by clicking here: https://bit.ly/2Zu3gX8

Massive Value - Fees [Episode 41] Aug 23, 2019

Show notes

Today Micah and Matt are breaking down fees and how much you should be charging your clients. While there is no perfect way to set a fee and no ideal structure for every firm, the guys will teach you how to be confident in the value you are providing for your clients.

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

Networking: The Good, The Bad, The Ugly [Episode 40] Aug 16, 2019

Show notes

There's a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain bad. So in this episode, Matt and Micah will help you sift through the tips that are totally off-base and find where networking can be a powerful marketing tool.

You can find show notes and more information by clicking here: https://bit.ly/2OVMY9k

Mailbag [Episode 39] Aug 09, 2019

Show notes

Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure you still have time to do the things you love. They will be answering those questions and plenty more in today's mailbag episode.

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

Bad Ideas [Episode 38] Aug 02, 2019

Show notes

Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when something seems like a bad idea? In this episode, Matt and Micah break down how to use caution and strategy to help lead clients to a good decision that fits with their goals—without shooting down their ideas right away.

You can find show notes and more information by clicking here: https://bit.ly/2Ysv1Tt

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