Action items for quadrupling your income and the time you spend out of your office. https://bit.ly/3hlNTvK
Sep 17, 2021•4 min
Learn about one of Matt's favorite resources for advising advice. https://bit.ly/3yPt5ml
Sep 15, 2021•6 min
Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to do more of what you love. Here to help Matthew and Micah dive into this topic further is Ben Brandt, ...
Sep 13, 2021•28 min•Season 1Ep. 124
Learn why it's important to learn from people who have actually done what you want to do. https://bit.ly/3tcuimp
Sep 10, 2021•3 min
Learn the value of one-page planning documents. https://bit.ly/2WGLTa3
Sep 08, 2021•5 min
The amount of trust your clients put in you is a big deal. Just as you wouldn’t seek medical advice from someone who isn’t a certified doctor, others will not want to seek financial advice from someone who isn’t trained and experienced. So in this episode, Micah and Matthew will be sharing how you can level up in your profession and create the most efficient processes for your team. You can find show notes and more information by clicking here: https://bit.ly/2Wqc194...
Sep 06, 2021•24 min•Season 1Ep. 123
Learn how business tips from a barber apply to all entrepreneurs. https://bit.ly/3Bxixdp
Sep 01, 2021•6 min
How to communicate with clients about the value of following a process of success. https://bit.ly/3gkpAhd
Aug 25, 2021•5 min
When you have too much going on to do what it takes to be the best. https://bit.ly/3fRSmFz
Aug 20, 2021•8 min
Learn valuable takeaways from the Mr. Money Mustache blog. https://bit.ly/3AFjrUv
Aug 18, 2021•6 min
Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you’re delivering massive value to your clients, what mindset do you have? In this episode, Micah and Matthew will be discussing the importance of believing that you truly are the best in the business - because if you don’t believe it, nobody else will either. You can find show notes and more information by clicking here: https://bit.ly/3x...
Aug 16, 2021•26 min•Season 1Ep. 122
Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32
Aug 13, 2021•9 min
Learn what experience you can give your employees to empower them. https://bit.ly/3yEkkfu
Aug 11, 2021•4 min
When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without following or creating standard processes and strategies for your team to follow, you run the risk of misdiagnosing the failures in your RIA—and creating more problems for everyone involved. So, in this episode, Matthew and Micah will be discussing the importance of evaluating the exceptions you are making in your firm so that you can avoid...
Aug 09, 2021•29 min•Season 1Ep. 121
What you can do today to move the needle forward in your business. https://bit.ly/3xojEJN
Aug 06, 2021•6 min
Learn why Matt recommends you read this book every year. https://bit.ly/3BXroWM
Aug 04, 2021•4 min
You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah and Matthew will be discussing why knowing the issues in your practice isn't enough and how to move the needle forward in your business by evaluating what works. You can find show notes and more information by clicking here: https://bit.ly/37eYOSh
Aug 02, 2021•22 min•Season 1Ep. 120
Learn the problem with not following the systems that have been put in place. https://bit.ly/3y5TT1T
Jul 28, 2021•6 min
Action items for how to delegate email and reclaim your freedom. https://bit.ly/3wNVnwo
Jul 23, 2021•5 min
Learn the importance of planning for end-of-life scenarios. https://bit.ly/3rn69sw
Jul 21, 2021•6 min
There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm owners, that amount of time spent on emails is simply not possible. So, in this episode, Matt and Micah will be discussing how to create communication standards with your clients in order to create boundaries and set expectations for you and your team. You can find show notes and more information by clicking here: https://bit.ly/3xJugEb...
Jul 19, 2021•32 min•Season 1Ep. 119
Learn how to put systems in place to give you more free time. https://bit.ly/3hVe63J
Jul 14, 2021•4 min
There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you supposed to know which benchmarks to follow for your specific business? In this episode, Micah and Matthew disclose their thoughts around industry studies, sharing the four TPR Power Factors and how you can implement them into your RIA today. You can find show notes and more information by clicking here: https://bit.ly/3dYE4lI...
Jul 12, 2021•28 min•Season 1Ep. 118
Lessons learned from a recent TPR mistake. https://bit.ly/3e024Vz
Jul 09, 2021•17 min
Learn what really puts top performers across industries ahead of everyone else. https://bit.ly/36qoCuh
Jul 07, 2021•5 min
The second half of the year won’t be any better than the first half of the year if you’re doing the same thing. That's why Matt and Micah always make sure to do a mid-year review in order to check in with how things are going and fix anything that might need to be improved before the year is over. In this episode, they share best practices when reviewing mid-year, what to look into most, and how to move forward with energy and focus into the second part of the year. You can find show notes and m...
Jul 05, 2021•30 min•Season 1Ep. 117
An example of how to add massive value—even while on vacation. https://bit.ly/2UGJUBn
Jun 30, 2021•7 min
How to respond when clients ask questions and you don't know the answer. https://bit.ly/3xM36My
Jun 25, 2021•9 min
Learn what to consider when looking at opportunities and making decisions. https://bit.ly/3gMZEdq
Jun 23, 2021•6 min
Giving a back-of-the-napkin answer when a client throws out a question you’re unsure about can be a dangerous game to play. In this episode, Matt and Micah share how they tackle questions they’re not 100% sure about and offer some great insight into how you can maintain credibility—even when you’re unsure—so your answers don't backfire on you. You can find show notes and more information by clicking here: https://bit.ly/3iHm02O
Jun 21, 2021•31 min•Season 1Ep. 116
