How are you deciding ways to connect with your clients throughout the year? If it’s to update them on the latest news story without any true purpose, then you might be doing them a disservice. On today’s episode, Micah is joined by Chad Hufford, a fellow Alaskan from Veritas Wealth Management, to talk about how he creates events and touchpoints that help build momentum and educate his clients. Micah and Chad will also discuss the lens to view with deciding what content to share as well as why yo...
Mar 01, 2023•42 min
When you imagine value as a sledgehammer, does that seem positive or negative to you? On today’s episode, Matt and Micah talk through what it means to deliver value and how it can never be too much. However, it’s important to understand what is considered valuable and what isn’t (such as calling a client just to say ‘hi’). Listen in as they share why providing value is about focusing on what is beneficial to your client and why you want to look at all areas in your life where you can add value t...
Feb 27, 2023•30 min•Ep. 193
Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team’s perspective? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes:...
Feb 24, 2023•14 min
Are you ready to implement surge, but you’re unsure of what this truly looks like both for the advisor and the team? On today’s episode, Jamie breaks down surge from the time involved before a client walks in, through the weeks of surge, and as well as after, when tasks are still being completed. Listen in as Jamie shares the schedule that allows her office to deliver massive value during this hyper-focused period of time. http://bit.ly/40KLXlq
Feb 23, 2023•41 min
When implementing surge, it’s important to be intentional about your time and schedule, and understand what you’re solving for. On today’s episode, Matt is joined by John Mason from Mason and Associates in Newport News, VA. John will share how surge has worked in his practice, which his firm calls strategic planning meeting season, and how he has created a successful process that benefits his clients, including having almost all meetings as a virtual session. http://bit.ly/3Yaiik5...
Feb 22, 2023•21 min
Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful experience for your prospects, having a top notch process is key. On today’s episode, Matt and Micah discuss how the prospect process starts well before someone even shows up to your office, or for that first meeting. They’ll share why you want to look at the initial impression the prospect has and the importance of constantly setting expectations. Yo...
Feb 20, 2023•28 min•Ep. 192
Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation leading up to it. How are you going through this with your team? Have you taken the time to look at what you’re creating in your practice and your ideal life? Are you having those up-periscope meetings with your team to ensure things are happening as you believe they are? Listen in as we recap this week’s highlights and action items. Listen to this...
Feb 17, 2023•14 min
You can’t assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today’s episode, Jamie discusses why you need to have up-periscope meetings and check in with your team. She’ll share three questions that you can ask them that will deliver a better experience to your clients. http://bit.ly/3DFAmu5
Feb 16, 2023•35 min
If you’re good at what you do, it’s understandable that there can be endless opportunities available to you. On today’s episode, Matt is joined by Ben VerWys, the founder of Fiduciary Financial Advisors, to share his experience, from starting as a W-2 employee to building his own firm. Ben will share the gaps that he believes exist in the industry and that there’s a path to providing value to your clients while also living your ideal life. http://bit.ly/3Yf36BD...
Feb 15, 2023•18 min
With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On this episode, Matt and Micah explain the concept of surge and how it’s about being intentional and providing the most value to your clients. They’ll share the importance of your team’s involvement and getting them on board. For advisors who have been implementing surge, Matt and Micah will also discuss ways to level up to continue to improve your s...
Feb 13, 2023•31 min•Ep. 191
Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190] What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris Worlds to Conqu...
Feb 10, 2023•13 min
You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and understanding of when this will deliver the most value to clients. Listen in as she also discusses the different pods within her firm and how to create an environment with a strong team that performs at their highest level. http://bit.ly/3WM6N0y
Feb 09, 2023•40 min
There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make changes in yourself and your practice? In this episode, Matt is joined by Bryan Garris from TriaGen, to talk about getting uncomfortable and how having an accountability partner can help you achieve your tough goals. Bryan will share how he transitioned from a BD to an RIA and how by becoming more intentional he’s able to be more efficient and grow hi...
Feb 08, 2023•20 min
It’s possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your clients in a unique, personalized way that requires fairly minimal effort. In this episode, Matt and Micah discuss how they’ve utilized video messaging in their firms to improve the client experience and create additional touchpoints; however, not all videos are created equal. Listen in as they share their tips to make this powerful communicati...
Feb 06, 2023•27 min•Ep. 190
What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week’s highlights and action items. Listen to this weeks episodes: What If You HAD To Double Your Productivity?!? [Episode 189] What Works Wednesday - Graduating Clients and Implementing Surge With Chris M...
Feb 03, 2023•13 min
Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today’s episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn’t value. http://bit.ly/3ZSwBen
Feb 02, 2023•29 min
Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On this episode, Matt is joined by Chris Michalman of Integrated Financial Partners in Derry, NH, to talk about how he first implemented surge in his practice and his experience in graduating clients. Matt and Chris will share the emotional aspect that goes along with transitioning clients while knowing that it’s in their best interest, and also discuss...
Feb 01, 2023•22 min
We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours and choose to double productivity and crush the day. In this episode, Matt and Micah discuss their top recommendations for how you can improve your productivity. It’s easy to let small moments distract you from your work, but that time adds up and takes away from your productivity. Listen in as they share how some small but sometimes painful change...
Jan 30, 2023•28 min•Ep. 189
Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you’re doing isn’t working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week’s episodes. Listen to this week's podca...
Jan 27, 2023•13 min
Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today’s episode, Jamie gets into questions you need to ask yourself to fully understand whether you’re being true to yourself and putting your family first. She’ll also provide guidance on ways to involve your family in your plans, as well as why it’s important to have your family create their own goals. http://bit.ly/3kjI0Ud...
Jan 26, 2023•37 min
What happens when a senior advisor is looking to sell their practice to a junior advisor, but there’s a large gap between the firm’s valuation and the advisor’s income? On today’s What Works Wednesday, Matt is joined by Harris Baltch from Dynasty Financial Partners to share his recommendations for advisors who may be considering selling their practice, as well as an advisor who may be considering buying in the future. Harris will also discuss the importance of CEOs being educated and why plannin...
Jan 25, 2023•23 min
Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was created to share that message and encourage advisors to be authentic and transparent. On today’s episode, Matt and Micah discuss the mission of The Perfect RIA and the importance of surrounding yourself with others who aren’t just there to pat you on the back. Listen in as they share how even throug...
Jan 23, 2023•25 min•Ep. 188
How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently started their own RIA? Have you taken an inventory of repeatable processes, and what plans are you taking to achieve your goals? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Why Is Playing Office Such An Evil?!? [ Episode 187] What Works Wednesday - Insight Into The First Year Of An RIA With Nick Cov...
Jan 20, 2023•12 min
Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do you spend time looking out the window at what others have versus looking at yourself to see how you can achieve your goals? How do you handle failures, which are inevitable in life? On today’s episode, Jamie goes through steps to increase your productivity and further help you towards reaching your goals. http://bit.ly/3GHYwGg...
Jan 19, 2023•30 min
When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today’s episode, Matt is joined by Nick Covyeau of Swell Financial to share his experience during his first year of starting his RIA. Nick will share the importance of determining and focusing on your niche, as well as how he’s focusing on client onboarding and creating meeting standards for both clients and prospects. Nick will also share how he uses vi...
Jan 18, 2023•19 min
Do you think playing office means that you’re at your desk playing solitaire? We all need downtime, and we all play office, but what’s more important is whether you are performing your productive activities first, those that will move the needle, or if you’re spending your day ‘researching.’ On today’s episode, Matt and Micah discuss one of their biggest pet peeves with advisors who play office but also claim they are too busy. Listen in as they share what to look for in your day-to-day activiti...
Jan 16, 2023•26 min•Ep. 187
What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you’re not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week’s highlights and action items. Listen to this week's episodes: Tax Planning In 2023 [Episode 186] What Works Wednesday - Creating Systems and Processes With Cameo Roberson Worlds to Con...
Jan 13, 2023•13 min
Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and does this help your team do the same? In today’s episode, Jamie shares the reason for boundaries and why you need to be purposeful with your time. She’ll also share why you need to help your team members be intentional with their day and not let notifications and messages distract and interrupt their productivity. http://bit.ly/3YTiHYR...
Jan 12, 2023•27 min
As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On today’s episode, Matt is joined by Cameo Roberson from Atlas Park Consulting to share why having systems and processes in place are vital to your growth. They’ll discuss how you need to know how you communicate with the custodian and why professional pushback is ok. Cameo will also provide her recommendations for steps to follow in order to create a s...
Jan 11, 2023•18 min
Willpower is not enough! If you’re familiar with this statement, then what is your plan to make 2023 your best year ever? On today’s episode, Matt and Micah take a look at how you can kick off the year by adding value to your clients through tax planning. There are numerous tax planning opportunities, and while you don’t need to take on everything the first time, tax planning is becoming more predominant in the industry, and you don’t want to get left behind. Listen in as Matt and Micah discuss ...
Jan 09, 2023•31 min•Ep. 186
