The Perfect RIA

Do you sometimes wonder why you act a certain way when you get upset or why you get so emotional sometimes? You want to feel your emotions but also be in command of your mindset, especially as a leader. On today's What Works Wednesday, Matt is joined by Coach Adam Silberstein to talk through the concept of being above the line and below the line and how this awareness can help you personally, professionally, and with your team. http://bit.ly/3G0pckQ

Are you overwhelmed, but you feel like you don't have the time to delegate, or assume you need to create a 50-page documented process for delegation? News flash! Delegation can be a superpower and allow you to focus on work that delivers value and grows your practice. On today's episode, Matt and Micah walk through why you need to delegate, even if it's in your personal life, what are some of the first tasks that you can hand over to someone else, and how to set your own expectations. https://theperfectria.com/podcast/199

Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor's perfect week outside of surge? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: What To Do When You're Out Of The Office [Episode 198] What Works Wednesday - Education Planning With Guest Fred Amrein Worlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week http://bit.ly/3FK5UQD

Surge is a hyperfocused time for you and your team, but once it's done, do you feel uncertain about how to make sure you're focused on your goals and moving the needle? On today's Worlds To Conquer, Jamie walks through a perfect week for a financial advisor that will help you stay on track, spend more time with those you love, and still be available for your team. http://bit.ly/3LIkewJ

College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today's What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to talk about ways that you can deliver value to your clients by asking about education planning. With the average loan borrower over the age of 50 and retirees helping with education for their children and grandchildren, it's important to ask clients who is talking with them about these plans. http://bit.ly/3nckU3i *PayForED is not a Registered Investment Advisory or CPA Firm. The information provided is general financial information, and each client's situation is unique. This information is based on current rules at the time of the recording, which may change in the future. Any of the financial strategies or tax ideas discussed today should be reviewed with a financial professional or tax expert before making any final personal financial decision.

Surge is a high-intensity time for you - tons of client meetings, early mornings, and the constant need to be 'on.' But what about after surge? On today's episode, Matt and Micah talk about how once surge ends, it's time to move into that next piece - whether it's family time, personal time, or another project. But how do you make that transition, and how does your team handle you being away from the office? Listen in as the guys share their recommendations for shifting gears, being present with your family, and empowering your team to handle situations while you're gone. https://theperfectria.com/podcast/198

Do you assume that if someone is successful and things look easy for them or do you realize they've been putting the reps in? Do you consider yourself a proactive advisor who educates your clients and ensures they feel confident with you? Are you ready to learn more about The Perfect RIA's coaching program? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: 10X Your Practice By Going Old School [Episode 197] What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat Worlds To Conquer - What Is BackStage Pass? http://bit.ly/3n0LkVn

Would you rather learn from someone who is a so-called expert or someone who truly knows what they're talking about and is willing to be transparent about what does and doesn't work? On today's Worlds To Conquer, Jamie is joined by Tracy Ottinger from The Perfect RIA to talk all things BackStage Pass! Listen in as they share information on this membership level, what you have access to, and how to use the resources we offer to improve your business. http://bit.ly/42h9ivW

Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week's What Works Wednesday, Matt is joined by Paul Moffat, President of Arista Wealth Management, to discuss why being a proactive advisor puts you head and shoulders above every other person in your client's life. Matt and Paul will also discuss why a simple excel spreadsheet can help you and your team track your clients and prospects and see how you can deliver value. http://bit.ly/3JE0gBT

Do you assume that for someone successful that things just come easy to them, or do you realize that they're likely putting in the reps? On today's episode, Matt and Micah talk about how it's easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Listen in as they share what you need to do to set yourself up for success and why you need to visualize your client meetings and positive outcomes. https://theperfectria.com/podcast/197 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Everyone gets distracted sometimes, but are you noticing when you're playing office versus doing the work that will help propel you further? Do you realize that on some level, you're likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you're doing the work and not seeing the results, or maybe you just haven't realized yet that your actions contradict your goals? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Moving The Needle [Episode 196] What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA Worlds to Conquer - Stop Being A Slacker http://bit.ly/3ZQng5S The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Lifestyle doesn't mean being lazy. Do you have your goals, and you want growth, but you continue to be stuck in the same spot? First, you must understand that having goals and taking action toward achieving them are different things. On today's Worlds To Conquer, Jamie shares what steps you need to take to continue on that level of growth and show that you're committed. http://bit.ly/3Zxs3Jz

Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you're doing tax planning!). Listen in as they talk about how working with your client's tax preparer and educating yourself will only help further deliver value to your clients. http://bit.ly/3ZFQvsE

How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactive? On today's episode, Matt and Micah discuss different areas where advisors get caught playing office instead of doing the activities and work that are hyper-intentional and moving the needle. We all play office, but once you realize you're not focused, what are you doing to get back into the necessary space to keep you on your right path? https://theperfectria.com/podcast/196 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Do you have big dreams and goals? Are you doing the same activities, thinking that things will magically change? What is your mindset about your goals, your practice, and your team and are you surrounding yourself with people who aspire to achieve more? What symptoms and processes are you putting into place, and out of your head, to help you reach those goals? Listen in as we recap this week's highlights and action items. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! Listen to this week's episodes: 10X Your Practice [Episode 195] What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet Worlds to Conquer - Change Happens When Four Things Occur In Your Life http://bit.ly/41DuOdY

If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today's Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3kAvu30

Do you find yourself making excuses as to why you could never have your dream practice? Or are you afraid of doing things unless you feel they're perfect? On today's episode, Matt is joined by Bryan Sweet from Sweet Financial Partners to share how he's created his perfect practice. Bryan shares why you should focus on doing the things you're good at and why you need to focus on smaller steps to help you reach your bigger goals while playing the long game. Bryan will also talk about how living in a small town has been an advantage both with the clients he serves and with his team. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3Z3qH9k

Do you have big aspirational goals? Elon Musk's goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones needed in order to get there, or do you think there's some silver bullet? On today's episode, Matt and Micah talk about how in order to hit your goals and 10x your practice, you need to actually be doing things to move that needle. That means the reps, the personal development, and choosing to do things differently than you've done before. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! https://theperfectria.com/podcast/195

Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be proactive and find fulfillment? And have your goals died this month, or are you ready to take action towards 10Xing your practice? Listen in as we recap this week's highlights and action items. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! Listen to this week's episodes: Lifestyle Is Worth Less Than Wirehouse [Episode 194] What Works Wednesday - Finding Fulfillment With Coach Brett Baughman Worlds to Conquer - Are You Ready To 10X Your Practice? http://bit.ly/3xRT2Uj

Warning! If you are ready to give up on your goals, then just move along. Really… We recommend that you only listen to today's Worlds To Conquer if you are ready to do the work and you want to make a dramatic change in your life to 10X your practice! Jamie is ready to share the top things you can do to take steps towards action and achieving greatness. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3KzhuRX

How do you get to the point where you're at, or getting towards, your highest potential? And do you spend your day being reactive instead of proactive? On this What Works Wednesday, Matt is joined by Coach Brett Baughman, to discuss the importance of a morning routine that will help you to work at a higher level. Brett will share how meditation can help you create your day internally so that you're focused on more strategic, objective thinking. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3XRkX0U

Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today's episode, Matt and Micah look at practice valuation and share the importance of looking at real numbers. If you're interested in selling your practice, you must pay close attention to actual numbers, not just what someone assumes is happening. But what if you have no interest in selling your practice? Listen in as Matt and Micah discuss why, no matter what, you need to look at your real data and pay attention to what you're measuring. https://theperfectria.com/podcast/194 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

If you think you're delivering too much value (really??!), it may just be that you're failing to deliver it correctly. When you're creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: What Is Too Much Value? [Episode 193] What Works Wednesday - Client Events With Chad Hufford Worlds to Conquer - Your Surge Questions Answered http://bit.ly/416shZm

Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week's Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge. http://bit.ly/3YSPqN4

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 you don't have to be the expert in everything to add value to your clients. http://bit.ly/411IXRZ

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 to others. https://theperfectria.com/podcast/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: We Don't Need Surge, We Need Prospects [Episode 192] What Works Wednesday - Creating A Surge Process That Works For You With John Mason Worlds to Conquer - A Detailed Look At Surge http://bit.ly/3xaztWQ

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

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

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. You'll also learn when, and how, to address the topic everyone anticipates - fees. https://theperfectria.com/podcast/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 week's episodes: Your Q1 Surge PlanYour Q1 Surge Plan [Episode 191] What Works Wednesday - The Advisor Path With BenVerWys Worlds to Conquer - Surge And Questions For Your Team http://bit.ly/40ubGOU

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

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

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 surge meetings. Listen in as they talk about some of the head trash that they still deal with and the best way to start your client meetings. https://theperfectria.com/podcast/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 Conquer - Surge: Schedules and Teams Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks http://bit.ly/3wwK1z8

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

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 his practice. http://bit.ly/3WJrE4O

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 communication tool a positive one and a way to ensure your clients are excited each time they hear from you. https://theperfectria.com/podcast/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 Michalman Worlds to Conquer - Defining Value With Your Team http://bit.ly/3j0pCPV

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

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 how making these changes help you to better serve the right clients and become more valuable to them. http://bit.ly/3ZWWPfw

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 changes can greatly improve your efficiency and productivity. They'll also discuss ways to help be proactive about potential distractions to help get you back on track. https://theperfectria.com/podcast/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 podcasts: The Goal Of The Perfect RIA [Episode 188] What Works Wednesday - Deal Structures and Trends In The M&A Market Worlds to Conquer - Getting Uncomfortable With Your Goals http://bit.ly/3CS2jP7

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

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 planning early can make all the difference in a deal going forward. http://bit.ly/3GHBj5L

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 through creating this weekly podcast, it forces them to be open and look at what works and doesn't work in their own practice. They'll also discuss why they don't look at simple growth but instead focus on doubling and how that requires dramatic changes to your practice. https://theperfectria.com/podcast/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 Covyeau Worlds to Conquer - Goals And Productivity http://bit.ly/3QdLbZz

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

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 video messaging to personalize the advice for his clients. http://bit.ly/3WMOtp1

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 activities that could mean you're playing office and how to create forcing mechanisms to help you become more intentional with your time. https://theperfectria.com/podcast/187