The Perfect RIA
944 episodes — Page 1 of 19
Better Conversations Through Self-Awareness With Greg Witz
What to Say When Clients Ask About Fees [Episode 368]
The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino
Exactly What to Say in Client Meetings [Episode 367]
Understanding Client Profitability With Max Holvik
Standing Out Through Personalized Value With Michael Joyce
Stop Playing Office and Start Delivering Value [Episode 366]
Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan
Understanding Life Expectancy and Longevity With Brian Smith
The Importance of Professional Guidance in Selling Practices With Ted Jenkin
The Truth About Tax Loss Harvesting [Episode 365]
Navigating the Annuity Landscape With Tracy Lownsberry
Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan
Creating Welcoming Spaces for Clients [Episode 364]
Compliance is a strength, not a burden With Darren Whissen
Things Will Go Wrong: Now What? [Episode 363]
The Pitfalls of Cooperative Practices With John Poole
You're Choosing Not To Deliver Value [Episode 362]
Onboarding and Turnover Strategies With Becky Casstevens-Bellury
Email Management: A Double-Edged Sword [Episode 361]
The Impact of Health on Career Decisions With Shelby Nicholl
Don't Worry, The Estate Planning is Done [Episode 360]
Decoding Financial Advisory Roles With Brad Wooten
Confidence Comes From Repetitions [Episode 359]
Capital Deployment and Growth Strategies With Peter Velardi
You're Not Marketing, You're Guessing [Episode 358]
Navigating the Insurance Landscape With Charlie Gipple
How Does a Prospect Say Yes? [Episode 357]
Revolutionizing Financial Planning with Sam Flatten
Fees Are Never The Issue [Episode 356]
The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
Building a Collaborative Financial Firm With Matthew Daugherty
Why One Percent Is For Discount Advisors? [Episode 354]
Unlocking M&A Secrets with Ted Jenkin
Back By Popular Demand [Episode 353]
The Rebel Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
Process Over Guesswork: The Path to Master Prospecting [Episode 352]
Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan
Encore Episode: Yes, There is One Silver Bullet
Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino
The Power of Mental Checklists [Episode 351]
Encore Episode: You Thought It Would Be Easy…
How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan
Navigating Investment Risks with Confidence [Episode 350]
The Importance of Lifetime Income in Retirement Planning With William Wade
The Impact of Market Dynamics on Financial Practices with John Poole
The Real Risks of Retirement With Derek Tharp
In this episode, Derek Tharp discusses his unique perspectives on Social Security and retirement planning, challenging conventional wisdom and emphasizing the importance of understanding real-world risks. He highlights the need for flexibility in Social Security decisions and the significance of effective communication between advisors and clients. Derek also addresses the value that financial advisors bring to their clients and encourages advisors to create content that resonates with their audience, regardless of their level of expertise. The Real Risks of Retirement With Derek Tharp Resources in today's episode: Resources: - Matt Jarvis: Website | LinkedIn - Derek Tharp: Website | LinkedIn - Learn More about our Coaching Program
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, its coaching program, and the strategic approach to mergers and acquisitions (M&A). They explore the unique value proposition of Carson, including equity swaps for advisors, the importance of culture and growth in M&A decisions, and the impact of their coaching program on thousands of financial advisors. The conversation highlights the innovative strategies that set Carson apart in the wealth management industry. In this conversation, Michael Belluomini and Liam Heffernan discuss the intricacies of business partnerships, focusing on cultural fit, growth metrics, due diligence, and the importance of representation in financial transactions. They emphasize the need for advisors to prepare adequately for business transitions, highlighting the significance of understanding net new asset flows and the value of maintaining relationships in the industry. Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Download the evaluation framework Carson uses to assess RIA growth! - Learn More about our Coaching Programs
Encore Episode: You Are Only Cheating Yourself
Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decision-making, and the importance of maintaining objectivity in practice management. They emphasize how these factors can significantly influence the success and growth of a financial advisory practice. Throughout the discussion, Matt and Micah stress the importance of diligence, critical analysis, and unwavering accountability for financial advisors. They provide insights on harnessing the power of strategic deadline-setting and intentional calendar planning to drive practices forward. The conversation also touches on the need for continuous refinement and adaptation of processes as practices evolve. Encore Episode: You Are Only Cheating Yourself Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs