Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today’s episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same. https://bit.ly/3IP662s...
Jun 14, 2023•21 min
If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you’re doing a disservice to yourself and to others. On today’s episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone. https://theperfectria.com/podcast/208...
Jun 12, 2023•34 min•Ep. 208
Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Stacking The Odds In Your Favor [Episode 207] The Value Of Writing A Legacy Letter With Guest Blake Brewer ...
Jun 09, 2023•12 min
Have you ever experienced an outcome from your team that didn’t exactly match up to your expectations or the feeling that you’re on your own episode of ‘Nailed It’, but for Financial Advisors? On today’s episode, Jamie explains why training your team doesn’t end after the first few months. She’ll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization. https://bit.ly/3MVEY4k...
Jun 08, 2023•40 min
If you had the chance, would you take the time to write a letter to those who you love? One that could help them throughout their lives or bring them peace during difficult moments? On today’s episode, Matt is joined by Blake Brewer from Legacy Letter Challenge to share how a tragic experience turned into a moment that created his life passion to help 1 million moms, and dads write a letter to their children. https://bit.ly/433Yykl
Jun 07, 2023•22 min
Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with humor and confidence? On today’s episode, Matt and Micah talk through how you communicate, as well as your goal in a prospect meeting can determine whether a prospect and client has a positive exper...
Jun 05, 2023•39 min•Ep. 207
Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you’re outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Just Cause Your Breath Stinks, Don’t Change The Process [E...
Jun 02, 2023•13 min
When you bring on clients to your practice, you’re looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach out to you or when they have questions? On today’s episode, Jamie shares how advisors can structure time during and outside of surge to answer client questions and how to ensure you have an effective communication policy in place that allows clients to always feel that they’re taken care of. https://bit.ly/3ofNW2U...
Jun 01, 2023•33 min
Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you’re wasting your time and the impact it’s having on your practice? On today’s episode, Matt is joined by Dave Zaegel from CWOs for Hire to share how running both a tax practice and financial planning firm forced him to be hyper-intentional with his time and how his tax background has added to the value he’s able to provide his clients. https://bit.ly/3MtbTNt...
May 31, 2023•25 min
When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the door? On today’s episode, Matt and Micah discuss why you not only need a prospecting process that works, but you need to stick to it! Trying to oversell yourself, creating new reports, or offering services that don’t fit with your process doesn’t benefit you or the prospect. https://theperfectria.com/podcast/206...
May 29, 2023•32 min•Ep. 206
Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you’re setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what will get them fired and are you being intentional about investing your time outside of surge? Listen in...
May 26, 2023•11 min
Finding the right people for your organization is a challenge, but once you do, how do you make sure they’re living up to their potential, and how do they embrace the expectations that you set for them? On today’s episode, Jamie talks through ground rules for your team for not only what could get them fired but the framework for moving forward in their career. She’ll also share why you need to take a deep look into the investment that you’re making outside of surge to those who are most importan...
May 25, 2023•42 min
An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they’re the right fit for your firm, and who is the right fit for them. On today’s episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients. https://bit.ly/44QEP9s...
May 24, 2023•27 min
Have you ever experienced someone telling you that your growth plans are wrong or not achievable? If so, then you’ve had the unfortunate experience of dealing with someone else placing their head trash on you. On today’s episode, Matt and Micah talk through this idea of a capacity wall and why under no circumstances should you believe that it exists! They’ll share why you need to look past your self-limiting beliefs and instead focus on where you may need to shift or pivot to continue your growt...
May 22, 2023•29 min•Ep. 205
Would you run a marathon the day you decide to start running? If not, then you’ll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in content marketing and using social media to gain clients? What are you doing to prepare for presentations that are in less-than-ideal conditions? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Did Surge Abandon You? [Episode 204] Content Marketing With G...
May 19, 2023•13 min
When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don’t take the time to practice, how do you know how to handle scenarios such as phones ringing or side talk? On today’s Worlds To Conquer, Jamie walks through a recent rehearsal in her office for a client event and why you always need to be prepared for imperfect conditions. https://bit.ly/3padZZz
May 18, 2023•36 min
Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of What Works Wednesday, Matt is joined by Dave Zoller of Streamline Financial Planning, who has created a successful system and process for attracting clients and referrals through social media and content marketing. Dave will share how he started creating content and the importance of being intentional ab...
May 17, 2023•24 min
If you’re new to skiing and it’s your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can’t go from zero meetings to thirty and expect that it’ll go well and that you won’t burn out. On today’s episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practice now. https://theperfectria.com/podcast/204...
May 15, 2023•34 min
Have you considered that your productivity may be stagnant because you never leave the office, you’re constantly working, and therefore never NOT working? Have you taken time to think about what you get out of your work other than money and financial stability and how you would replace that if you were no longer working? How do you handle mistakes, and do you listen to your gut when you think things may be off track? Listen in as we recap this week’s highlights and action items. Listen to this w...
May 12, 2023•12 min
Don’t kid yourself. You know that it’s not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full on panic mode and is your team trying to appease a client, and in reality only making it worse? On today’s Worlds To Conquer, Jamie goes through the steps of how to handle those situations and how to come together as a team to make sure they don’t happen again. https://bit.ly/424abHm
May 11, 2023•31 min
The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or unexpectedly, involves so many emotions as so often we equate who we are with what we do. On today’s What Works Wednesday, Matt is joined by the author of The Seller’s Journey, Denise Logan, to discuss why you should have your own exit strategy, the importance of working through the emotions that come with selling your business, and why pl...
May 10, 2023•23 min
Is having an office that hasn’t been burnt to a crisp the threshold you’re working under when you take time out of the office? Or are you operating on the extreme end of having your team handle tasks that only you can do while you’re gone? On today’s episode, Matt and Micah talk through the process of taking time out of the office and the need to fear set with your team and your family to make your vacation, and the absence in your office, a positive one. https://theperfectria.com/podcast/203...
May 08, 2023•29 min•Ep. 203
Are you aware of all the little things that can help or hurt your credibility, such as relating to your clients on an emotional level? Do you look at your environment and focus on the barriers, or are you pushing forward and implementing any change to improve your practice and your life? What’s your worth? Have you taken the time to look at who you serve and who you want to become? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Do You Even Have Cre...
May 05, 2023•13 min
Are you so focused on money that it’s your primary objective in your career as a Financial Advisor? If so, you’ll never be satisfied with your goals. On today’s episode, Jamie talks through the main questions you need to ask yourself in order to ensure you’re focused on delivering so much value that the money starts chasing you. https://bit.ly/40oSXmD
May 04, 2023•28 min
Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today’s What Works Wednesday, Matt is joined by David Edmisten from Next Phase Financial Planning, who, while an employee advisor, took the recommendation of ‘Do What Works’ and worked past company constraints. David will share how he managed to implement the concepts that Matt and Micah recommend at The Perfect RIA by trying one at a time and how he saw tremendous results with ...
May 03, 2023•24 min
You know that with your clients, everything you do either helps or it hurts - everything counts! On today’s episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it’s more than likely a lack of credibility. But then what do you do? Top advisors are always looking for ways to demonstrate their credibility, so be sure to communicate and set expectations with your clients and do what you say you’re going to do. https://th...
May 01, 2023•35 min•Ep. 202
Bringing on a high-caliber assistant can mean the difference between someone who knows how they can help you versus someone who just responds to a task, but how do you find the right person? How does working with an agency help create a successful match in which you truly get back time in your life to focus on other things? How are you communicating with your executive assistant, and are they problem solvers as well as someone who values privacy? Listen in as we recap this week’s highlights and ...
Apr 28, 2023•14 min
Do you have someone in charge of expected and unexpected needs when planning a client event? On today’s Worlds To Conquer, Jamie shares some of the questions we’ve received on hiring an Executive or Virtual Assistant, as well as how having someone dedicated to handling logistics and representing you and your brand can further allow you to focus on only the things you can do. http://bit.ly/406EMTh
Apr 27, 2023•35 min
Are you being your own assistant and handling things you shouldn’t? On today’s What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY, which provides virtual assistants to clients all over the US. Matt and Tricia discuss common mistakes advisors make when hiring a VA, how to decide what and how to delegate to an assistant, and how taking this step can help transform your life by giving you the time to focus your energy elsewhere and handle the decisions only you can make. htt...
Apr 26, 2023•32 min
Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings - sure - but at what cost? Are doing these tasks the highest and best use of your time? On today’s episode, Matt and Micah talk about the benefits of hiring a virtual assistant so you can focus your decisions and time that only you can do. Listen in as they share some mistakes people make when bringing on a virtual assistant, as well as how to make this transition successful. https://th...
Apr 24, 2023•23 min•Ep. 201
