On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and experience that led her and her partner, Kelli, to create an adult coloring book for financial planning called Financial Wellness. Listen in as Daniele shares how she took her past as a dancer and her love of music and combined it with her financial knowledge to create a book for young adults to help with their financial understanding. She’ll dis...
Nov 16, 2022•24 min
What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recent TPR live event in this episode. They share how putting together this event takes a lot of time and energy, and yes… head trash! And how they overcome this. Listen in as the guys discuss the practice analyzer and how, by breaking down the number, you can start to truly see where your time is being spent. They’ll also discuss why you need to know w...
Nov 14, 2022•21 min•Season 2Ep. 178
Do you have your line in the sand that you know you won’t cross with your clients? What happens if they cross that line or if they don’t take your advice? Have you thought about how you need to approach your aging clients or clients with aging parents to discuss how they want to plan their future care? What about your prospects? Are you working with the right people or do you think that anyone who hires you is the right client? Listen in as we recap this week’s highlights and action items. https...
Nov 11, 2022•15 min
What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospecting and how to make sure you’re working with the right people. She’ll also discuss why once you determine who you work best with, you need to share this with your team. Listen in as Jamie shares why if you have a great prospecting strategy, you can grow and not stay stagnant, and that it’s important to create an environment where your team can respectfu...
Nov 10, 2022•40 min
How do you talk with your aging clients about planning for future care or for a change in their health? On today’s What Works Wednesday, Matthew is joined by Lisa Mayfield, the creator of Aging Wisdom and former President of the Aging Life Care Association. Listen in as Lisa shares her thoughts and recommendations for what advisors can do as their clients get older in life and they start needing care beyond what they can provide for themselves. Lisa and Matt will discuss how to open these conver...
Nov 09, 2022•23 min
When clients aren’t the right fit, or when they aren't open to your advice, do keep them on, hoping they’ll just listen? Or, do you have a set of dealbreakers and lines that you will not cross and know that at some point, you’ll need to graduate certain clients? What do you do when a client graduates you? Listen in as Matt and Micah discuss why you need to be clear with yourself, and your clients, on your dealbreakers. They’ll also discuss once you’ve determined that a client is no longer a good...
Nov 07, 2022•34 min•Season 2Ep. 177
Are you guilty of spending hours in the office, just to be there? Or are you being hyper intentional about your time so you can deliver massive value and move the needle for your clients? Have you thought about the impact a coach can make in your life and why you need to look at designing your business and your life? How about head trash? You don’t have to just deal with insecurities, there is a way to handle this. Listen in as we recap a jam packed week of action items and tips. https://bit.ly/...
Nov 04, 2022•13 min
Are you afraid that you’re going to lose all your clients and income once you implement something new? Everyone has doubts and insecurities but there are ways to work through this. Listen in as Jamie shares her advice on how to take that head trash out from masterminds to morning routines, and why it’s important to get your team involved as well. https://bit.ly/3VIrETq
Nov 03, 2022•36 min
Designing your life and your business is something that everyone should focus on. However, sometimes it’s hard to find in yourself what you need to do or how you get to that next point. Matt and Micah are joined by Expert EOS Business Coach Scott Rusnak who shares how he works as a guide for entrepreneurs along their journey to help them know when to look for moments of clarity and that you need to be authentic and help others. Listen in as the guys share what core values mean to them and how to...
Nov 02, 2022•36 min
A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a smaller period of time. As with anything at The Perfect RIA, you need to be hyper-intentional about this, especially your time. If you’re at the office just to be there and you’re not moving the needle for your clients, or working to up your game, then you’re just playing office. Listen in as Matt, Micah, and Orion Matthews talk about how to be intenti...
Oct 31, 2022•33 min•Season 2Ep. 176
Do you realize that you're already delegating the majority of items in your life? Have you paid attention to how you're talking to your clients by replacing the word 'marshmallow' anytime you use industry jargon, and do you create so much value that your clients are excited to talk about you to their friends? Listen in as Amber recaps this week's highlights and action items. https://bit.ly/3yPuYSN
Oct 28, 2022•13 min
If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives. But have you thought about how that is the perfect time to also get referrals? Listen in as Jamie shares why you need to have a referral campaign and create opportunities for your clients to talk about you. https://bit.ly/3TdMkku
Oct 27, 2022•23 min
Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick from Income Labs joins Matt to talk about how through their software, they work to bring better outcomes and experiences to clients and why it's important to talk to clients in a way that they understand. Listen in as Matt and Justin discuss that people don’t change the way they speak just because they retire and how little changes can result in a big ...
Oct 26, 2022•29 min
It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn’t always go as planned. At first glance, delegating a task for booking travel seems simple. But what if you end up in the middle seat of the last row? On today's episode, Orion Matthews joins Matt and Micah to talk about their experiences with delegation and why you need a process and checklist to make sure tasks are done the right way. Listen in as the guys discuss why you need to make sure to loo...
Oct 24, 2022•31 min•Season 2Ep. 175
Key takeaways from this week's episodes. Having systems in place that deliver massive value to your new, and current clients, and creating processes where none exist can separate the best advisor from the second best. Listen in as Amber recaps this week's highlights and action items creating an onboarding process that works as well as how finding your passion and educating others can help you create a hyper specialized practice. https://bit.ly/3Coueow
Oct 21, 2022•12 min
Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how this work during surge. She also shares that you need to trust in your processes, your system, and trust in your team and why creating a financial plan is similar to building a house. https://bit.ly/3RQnkOL
Oct 20, 2022•34 min
Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, instead, you created a process for your new and existing clients - from empowering your team to assist and setting standards for the ‘right’ way to answer a client call, to constantly setting expectations with your clients on what it is that you’re doing for them? Listen in as Matthew and Micah share why having processes in place when bringing in a new cl...
Oct 17, 2022•29 min•Season 2Ep. 174
What you need to know about onboarding. https://bit.ly/3Veoiac
Oct 14, 2022•13 min
What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more. https://bit.ly/3edEwzN
Oct 13, 2022•41 min
If you are an investor wanting to avoid the larger wirehouses, you are probably in the market for an independent financial planner or advisor who doesn’t work at one of the larger firms. Generally, an independent planner or advisor will either be a registered investment advisor (RIA) or someone who works for an independent broker-dealer. In this episode, Matt is joined by Brad Wales, Founder of Transition to RIA, and although they are both large advocates for RIAs, they will be sharing their top...
Oct 12, 2022•27 min
Your prospect just said 'yes'—now what? Don’t panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigating a new client relationship is to lay the groundwork early and communicate the processes you have in place. Today, they share the different elements of creating and implementing a process, as well as real-life insight from how they make it work in their own practices. You can find show notes and more information by clicking here: http...
Oct 10, 2022•31 min•Season 2Ep. 173
Key takeaways from this week's episodes. https://bit.ly/3y8PYn5
Oct 07, 2022•10 min
Beginning a month-long series all about onboarding brand new clients. https://bit.ly/3E9Sg9k
Oct 06, 2022•30 min
Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important for focus and stress management, and can even be beneficial for long-term health. But do you think your practice could run without you for an entire month? Taylor Schulte, Founder of Define Financial, joins the show to share his experience with going completely offline for an entire month, including ...
Oct 05, 2022•23 min
Every advisor knows that they need to be meeting with clients regularly, but most of them don’t know what to say in a client meeting. If you are still having trouble knowing what to say and how to add value to your meetings, this is the episode for you. Matthew and Micah jump in to share some of the origins of the value-add, how they struggled in client meetings at first, and what helped them find more confidence in their meeting times with clients and prospects. You can find show notes and more...
Oct 03, 2022•32 min•Season 2Ep. 172
Helping your team to help you. https://bit.ly/3SgTJPx
Sep 30, 2022•11 min
What young advisors need to know in order to grow their practices. https://bit.ly/3BMVMnb
Sep 29, 2022•18 min
Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allows you to establish a reputation within your niche and enhances your client-acquisition efforts. In this episode, Don Hilario, Founder of Hilpan Moxie Wealth Management, will be joining the show to share how he found his niche serving Big Tech, how he structures his day to maximize productivity, and his advice for any advisors searching...
Sep 28, 2022•24 min
Is it possible to delegate all initial client emails, tasks, and communications— and expect your team to run it like you would? Matthew and Micah sit down to address the difficulties in delegation and share insight into how they help their own team members run triage on client requests. If you’re hoping to carve out more time for yourself and empower your team in a way that allows your business to grow, this episode is for you. You can find show notes and more information by clicking here: https...
Sep 26, 2022•29 min•Season 2Ep. 171
Action items from this week's episodes. https://bit.ly/3RPNUbq
Sep 23, 2022•11 min
