The Perfect RIA

Latest Episodes:

Compliance [Episode 37] Jul 26, 2019

Show notes

Although many people complain about compliance and see it as a burden, this episode is all about changing your attitude so you start to see it as an opportunity. Compliance and audits exist to get the bad guys out of the market, so as long as you're not one of those bad guys, Matt and Micah have some great tips and insight into how you can prepare, communicate, and stay ahead of the game.

You can find show notes and more information by clicking here: https://bit.ly/2xZ01eZ

Mid Quarter Review [Episode 36] Jul 19, 2019

Show notes

Today Matt and Micah discuss the importance of tracking your numbers. While doing his mid-year review, Matt found that he had come in lower in hours than he expected, which got the guys thinking about the value of owning where you have slacked off or messed up in order to improve and get back on track with your goals.

You can find show notes and more information by clicking here: https://bit.ly/2XBWB1e

Staffing - How to Hire the RIGHT Person [Episode 35] Jul 12, 2019

Show notes

How do you know if it's time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your team instead of just being an unnecessary extra expense? Today Matt and Micah discuss staffing and how to hire the right person for your business.

You can find show notes and more information by clicking here: http://bit.ly/2Ja7sqf

Ground Zero Prospecting [Episode 34] Jul 05, 2019

Show notes

It can be really hard to know where to begin when you're building your practice from the ground up, so today's episode covers the basics on how to start your practice from scratch. Matt and Micah dive into the key pieces that will make a big difference in how well you do from the beginning so you get up on your feet faster.

You can find show notes and more information by clicking here: https://bit.ly/31V8QnI

Mailbag [Episode 33] Jun 28, 2019

Show notes

This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies they have in place.

You can find show notes and more information by clicking here: http://bit.ly/2XdBH7p

Marketing Mistakes & How to Avoid Them [Episode 32] Jun 21, 2019

Show notes

If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they went wrong and what they learned in order to give you the insight and guidelines you need to avoid making these same mistakes in your own practice.

Listen in to hear some of their biggest marketing flops and what they could've—and probably should've—done differently. You'll also get to hear some of the successful marketing choices they have made that will make it easier for you to gauge and ensure success for yourself.

You can find show notes and more information by clicking here: https://bit.ly/2Z9GwMd

Staffing [Episode 31] Jun 14, 2019

Show notes

Regardless of the company, staffing issues happen, and it's up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the importance of looking into where the system failed, instead of blaming your staff when a problem comes up.

You can find show notes and more information by clicking here: https://bit.ly/2Qi46TK

Profitability [Episode 30] Jun 07, 2019

Show notes

When it comes to generating positive revenue, it's easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips and tricks they use to stay on track. If you're interested in improving in this area, then this conversation is for you.

Listen in to get a new perspective on how pride and chest-pounding factor into this and what advisors should really be focusing on. You'll learn where integrity comes into play, where expenses get out of hand, the different accounts that are important, and more.

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

How to Provide High-Value Services Part 2 – The Takeaways [Episode 29] May 31, 2019

Show notes

Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it's important to understand the whole story. Today Matt and Micah will go over some of the most valuable takeaways from their conversation in Episode 28 with Ed Slott. Ed's detailed and practical training has been a huge game changer for financial planners, and this episode breaks down some of the most important things he shared.

Listen in to get examples of what it looks like to add the types of services Ed mentioned and how to implement them so that clients have as much clarity and peace as possible. From tax planning to showing clients how things will play out beforehand, you'll learn how to properly demonstrate and communicate these services in order to get the best outcome for you and your clients.

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

How to Provide High-Value Services - with Ed Slott [Episode 28] May 24, 2019

Show notes

What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named "The Best" source for IRA advice by The Wall Street Journal, Ed works with advisors across the country and provides training in IRAs and retirement distribution planning.

In this episode, Ed breaks down the key areas advisors should focus on in order to ensure they are offering high-value services to their clients. Listen in to learn common (and costly) mistakes many advisors make, why it's so important to ensure you have proper tax training, and what consumers really need from their financial planners.

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

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