Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: It's Nothing, Right? No! The Little Things Are What Matte...
Aug 04, 2023•14 min
Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, and even family members. She emphasizes the significance of using words that simplify complex topics that will have a lasting impact on clients. Jamie shares several go-to phrases that help create collaborative experiences, empower teams, and initiate meaningful conversations. By mastering these communication techniques, you can build strong client relationships and confidently ...
Aug 03, 2023•35 min
In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching his own custodian and taking on the industry's giants. Having built successful RIA firms in the past, Jason identifies the frustration that arises when dealing with custodians as an advisor, particularly when scaling up. He believes current solutions are retrofitted for consumers and not tailored for advisors, leading to increased costs and subpar us...
Aug 02, 2023•29 min
In today’s episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things - because they DO matter. They’ll discuss how small details can have a significant impact on the success of a client meeting and the need to create a positive experience for clients by paying attention to various factors, including how you greet clients and how you ask questions. Listen as they provide ways for advisors to stack the deck in their favor by ensuring ...
Jul 31, 2023•31 min•Ep. 215
Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have you considered how to maximize your career enterprise value? And how on earth do you create a rockstar team that is on board with your big goals? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: How To Train Your Team [Episode 214] Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest...
Jul 28, 2023•13 min
Are you struggling with assembling the perfect team? In today’s episode, Jamie breaks down creating a team filled with rockstars, from where to place those hiring ads to how to handle existing teams if they’re struggling to get on board with your goals. https://bit.ly/46KXeW0
Jul 27, 2023•32 min
Matt is joined by Louis Diamond, President of Diamond Consultants, a leading financial advisor recruiting firm. They delve into the often misunderstood world of financial advisor fees and the importance of understanding the true cost of your career decisions. From the spectrum of advisors' fee knowledge to uncovering hidden costs, Matt and Louis emphasize the need for advisors to grasp the value they receive from their current channel and how it aligns with the charges. They also discuss the sig...
Jul 26, 2023•25 min
In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They’ll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as key drivers and the logistics of team training. https://theperfectria.com/podcast/214...
Jul 24, 2023•30 min•Ep. 214
In today’s episode, we explore the art of saying "no", setting intentions to prioritize what truly matters, and seven tips that are stopping you from achieving growth. Discover how advisors can deliver exceptional value to clients, and the power of finding your niche and targeting your ideal customer. Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Top 7 Things You Have To Stop Doing To Be Successful [Episode 213] Unlocking Advisor Success & Add...
Jul 21, 2023•13 min
Jamie explores the question of whether it's better to be an expert in one subject or have knowledge in multiple subjects. Becoming an expert in one subject has many applications and can propel you forward so it’s important that you find your niche and target your ideal customer avatar or profile. Jamie will also share a step-by-step exercise to narrow down your niche and understand your target audience's demographics, values, interests, and pain points. https://bit.ly/3JOTeKd...
Jul 20, 2023•40 min
In today’s episode, Matt is joined by Sten Morgan, from Elite Advisor network, to share transformative lessons about delivering value to clients. Sten shared how he helps advisors overcome self-doubt and unlock their potential, and encourages advisors to add six figures or more to their businesses. Discover the power of creating unique experiences, implementing investment decision filters, quantifying your value, and learning from top professionals. https://bit.ly/3JKI09o...
Jul 19, 2023•25 min
What do you need to pay the most attention to in order to grow, and have you considered the little things that you do that are stopping you from becoming successful? In today’s episode, Matt and Micah tackle 7 things you need to stop doing in order for you to get to that next level. While some might be simple and others might be uncomfortable, they all require you to be intentional with your actions and activities. https://theperfectria.com/podcast/213...
Jul 17, 2023•34 min•Ep. 213
Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology to increase the value you’re delivering to clients? Are you guilty of not following your own rules and boundaries, thinking that it’s helping others? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Trying To 10X? Just Do The Work! [Episode 212] Leveraging Technology With Guest Ben Goss Charity ...
Jul 14, 2023•13 min
As an advisor, you want to help people. You’re likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at what expense? In today’s episode, Jamie discusses why you need to set expectations and have clear rules that you follow so that you balance helping clients while still focusing on your growth and goals. Giving to others and helping them is important, but there is a point where that charity can be toxic and impact not only the value you’re delivering...
Jul 13, 2023•34 min
As humans, we aren’t necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today’s episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well. https://bit.ly/46...
Jul 12, 2023•29 min
2Xing is great, so naturally 10X sounds even better, right? But is it actually easier? In today’s episode, Matt and Micah talk about how sometimes people forget about doing the work that must be done in order to 2X and move the needle in your business. There isn’t a magic wand that will skyrocket your growth, so they’ll go through steps you can take and the work you need to put in to get closer to 2X. https://theperfectria.com/podcast/212...
Jul 10, 2023•27 min•Ep. 212
Are you looking for an excuse for why you can’t do the hard things? How much practice are you putting in, and are you seeking out those who are excelling? Do you fall off your routine or think that outside of surge, you don’t have to be intentional about your time? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Stop Being Lazy [Episode 211] Improving Through Mentorship And Practice With Brady Bassford God Didn’t Make Tables! https://bit.ly/3Np39ab...
Jul 07, 2023•12 min
It’s summer, and you’re outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today’s episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you’re hyper-focused so you can create and maintain your lifestyle practice. https://bit.ly/3NHfuYF
Jul 06, 2023•31 min
Advisors who are at the top of their game didn’t get there by accident. It’s through constant learning, improvement, and putting in the reps that you get to that next level. In today’s episode, Matt is joined by Brady Bassford from the Mid-Atlantic Financial Group to share his journey as an advisor and director and how through mentorship and guidance, he quickly improved his skills and the value he was delivering to clients. https://bit.ly/3JksAbJ...
Jul 05, 2023•28 min
Most advisors would never say that they’re bored; instead, the most common reason they claim they’re unable to change or improve is that they’re too busy. In today’s episode, Matt and Micah talk through why you’re not too busy; you’re just playing office. Listen in as they discuss areas where advisors get into trouble by choosing to do the easy things instead of the hard things and how taking the easy way won’t help you get closer to the success you want. https://theperfectria.com/podcast/211...
Jul 03, 2023•30 min•Ep. 211
Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Why Are 50 Clients Too Many? [Episode 210] Core Values With Guest Ross Welte Leaders You Shouldn't Follow https://bit.ly/3qM7T2c...
Jun 30, 2023•10 min
Are you the type of leader who wants to be liked, and you’ll do everything to make that a reality? What if, by doing that, you’re destroying your organization? In today’s episode, Jamie shares the worst type of leader and the consequences of creating an environment where your team has no accountability. https://bit.ly/46mMLzY
Jun 29, 2023•38 min
Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today’s episode, Matt is joined by Ross Welte from 5 Stone Financial Group to talk about why choosing to take action helps you to keep improving. Ross will also share how he and his business partner use core values as a filter for every business decision that they make, including which clients they choose to work with. https://bit.ly/43IcS2E
Jun 28, 2023•24 min
If an advisor says that it’s only possible to serve a certain number of clients, would you believe them? Instead, you should consider where that and any other limiting beliefs come from. On today’s episode, Matt and Micah shut down the idea that advisors can only have a certain number of clients in order to provide more service than others. Listen in as they share what numbers you need to be looking at and why it comes down to what you’re solving for and being intentional. https://theperfectria....
Jun 26, 2023•32 min•Ep. 210
How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but are you simplifying explanations? How much weight do you give to the words that you’re using? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Creating Valuable Content [Episode 209] Making Taxes Easy with Guest Steven Jarvis Words Matter https://bit.ly/3P31k5e...
Jun 23, 2023•11 min
Do your clients need financial credentials to understand what you’re saying because it’s all industry jargon? And if you think that hitting a certain number of words per minute equals a great client meeting, you may want to adjust your goals. In today’s episode, Jamie explains why what you say is so important, especially when responding to clients’ questions about not outliving their income in retirement. https://bit.ly/3CdABeK
Jun 22, 2023•35 min
When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How about instead, you simplify something that is complex and, in turn, empower your clients to take action? In today’s episode, Matt is joined by Steven Jarvis from Retirement Tax Services to discuss why you need to focus on certain areas of tax planning and why explaining tax strategies as simple as possible and being proactive leads to a better unders...
Jun 21, 2023•25 min
Creating content is easy, right? You hit record or start typing, and then it’s magic! What typically happens is you forget your ABCs as soon as you hit that record button, or the words just don’t flow when you need them to. In today’s episode, Matt and Micah talk through how the process of creating content, like most things, requires being intentional and putting in the reps. https://theperfectria.com/podcast/209
Jun 19, 2023•21 min•Ep. 209
Are you connected with others who have the same mindset as you that can help you understand what’s really happening in your practice? Are you open to delegating to team members so that you can increase your productivity? Are you open to criticism, and are you surrounding yourself with people who push you toward success? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Why Financial Undressing Matters [Episode 208] Team Building For Financial Advisors...
Jun 16, 2023•11 min
Are you a keyboard warrior or the one calling the shots from the cheap seats? Or are you constantly praising others or expecting the same in return? Criticizing from a place of judgment or for the sake of starting a fight leads you to the same place when you deliver nothing but praise…nowhere. In today’s episode, Jamie explains that there’s a right way and a wrong way to deliver criticism when the end goal is to focus on success. https://bit.ly/43mA1aG...
Jun 15, 2023•37 min
