The Perfect RIA

What you can do today to put yourself in a better position in regards to tax planning. https://bit.ly/3j6iONy

How to stick to your guns when it comes to charging what you're worth. https://bit.ly/3BGGwqH

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU

Action items to close out the week. https://bit.ly/3Apf5Ag

Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p

You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you're going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you're going to have to dramatically shift the way you are currently running your business. This may leave you feeling a little uncertain or uneasy, but today Matthew and Micah will be discussing the benefit of putting yourself in this situation and the steps you can take right now to do so. You can find show notes and more information by clicking here: https://bit.ly/2YsWAhp

Major action items to implement now. https://bit.ly/3iEXy0X

Why we want to think about Christmas before December. https://bit.ly/3uou24d

How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success. You can find show notes and more information by clicking here: https://bit.ly/3ApBrm9

Learn what damages your productivity and focus time. https://bit.ly/3hZQUC9

Action items for the upcoming week to help your practice succeed. https://bit.ly/3tNdjHu

Learn our steps for a successful financial planning process. https://bit.ly/3tIqEkt

None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for why we can't implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients. You can find show notes and more information by clicking here: https://bit.ly/3haQqZu

Action items for quadrupling your income and the time you spend out of your office. https://bit.ly/3hlNTvK

Learn about one of Matt's favorite resources for advising advice. https://bit.ly/3yPt5ml

Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to do more of what you love. Here to help Matthew and Micah dive into this topic further is Ben Brandt, the host of Retirement Starts Today Radio, co-host of the Retirement Tax Podcast, and founder of Capital City Wealth Management. You can find show notes and more information by clicking here: https://bit.ly/3ztgXZf

Learn why it's important to learn from people who have actually done what you want to do. https://bit.ly/3tcuimp

Learn the value of one-page planning documents. https://bit.ly/2WGLTa3

The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others will not want to seek financial advice from someone who isn't trained and experienced. So in this episode, Micah and Matthew will be sharing how you can level up in your profession and create the most efficient processes for your team. You can find show notes and more information by clicking here: https://bit.ly/2Wqc194

Learn how business tips from a barber apply to all entrepreneurs. https://bit.ly/3Bxixdp

How to communicate with clients about the value of following a process of success. https://bit.ly/3gkpAhd

When you have too much going on to do what it takes to be the best. https://bit.ly/3fRSmFz

Learn valuable takeaways from the Mr. Money Mustache blog. https://bit.ly/3AFjrUv

Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you're delivering massive value to your clients, what mindset do you have? In this episode, Micah and Matthew will be discussing the importance of believing that you truly are the best in the business - because if you don't believe it, nobody else will either. You can find show notes and more information by clicking here: https://bit.ly/3xAE6XV

Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32

Learn what experience you can give your employees to empower them. https://bit.ly/3yEkkfu

When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without following or creating standard processes and strategies for your team to follow, you run the risk of misdiagnosing the failures in your RIA—and creating more problems for everyone involved. So, in this episode, Matthew and Micah will be discussing the importance of evaluating the exceptions you are making in your firm so that you can avoid wasting your time, money, and resources. You can find show notes and more information by clicking here: https://bit.ly/3rSzGua

What you can do today to move the needle forward in your business. https://bit.ly/3xojEJN

Learn why Matt recommends you read this book every year. https://bit.ly/3BXroWM

You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah and Matthew will be discussing why knowing the issues in your practice isn't enough and how to move the needle forward in your business by evaluating what works. You can find show notes and more information by clicking here: https://bit.ly/37eYOSh

Learn the problem with not following the systems that have been put in place. https://bit.ly/3y5TT1T

Action items for how to delegate email and reclaim your freedom. https://bit.ly/3wNVnwo

Learn the importance of planning for end-of-life scenarios. https://bit.ly/3rn69sw

There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm owners, that amount of time spent on emails is simply not possible. So, in this episode, Matt and Micah will be discussing how to create communication standards with your clients in order to create boundaries and set expectations for you and your team. You can find show notes and more information by clicking here: https://bit.ly/3xJugEb

Learn how to put systems in place to give you more free time. https://bit.ly/3hVe63J

There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you supposed to know which benchmarks to follow for your specific business? In this episode, Micah and Matthew disclose their thoughts around industry studies, sharing the four TPR Power Factors and how you can implement them into your RIA today. You can find show notes and more information by clicking here: https://bit.ly/3dYE4lI

Lessons learned from a recent TPR mistake. https://bit.ly/3e024Vz

Learn what really puts top performers across industries ahead of everyone else. https://bit.ly/36qoCuh

The second half of the year won't be any better than the first half of the year if you're doing the same thing. That's why Matt and Micah always make sure to do a mid-year review in order to check in with how things are going and fix anything that might need to be improved before the year is over. In this episode, they share best practices when reviewing mid-year, what to look into most, and how to move forward with energy and focus into the second part of the year. You can find show notes and more information by clicking here: https://bit.ly/3gGatPG

An example of how to add massive value—even while on vacation. https://bit.ly/2UGJUBn

How to respond when clients ask questions and you don't know the answer. https://bit.ly/3xM36My

Learn what to consider when looking at opportunities and making decisions. https://bit.ly/3gMZEdq

Giving a back-of-the-napkin answer when a client throws out a question you're unsure about can be a dangerous game to play. In this episode, Matt and Micah share how they tackle questions they're not 100% sure about and offer some great insight into how you can maintain credibility—even when you're unsure—so your answers don't backfire on you. You can find show notes and more information by clicking here: https://bit.ly/3iHm02O

Figuring out your success formula for articulating your value to prospective clients. https://bit.ly/3cRmQWP

How to deliver massive value to a client whose identity has been stolen. https://bit.ly/2TCGz5G

Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success. You can find show notes and more information by clicking here: https://bit.ly/3g9ik6S

Learn the keys to getting out of your own way to reach success. https://bit.ly/3zcptfC

Learn about the importance of only taking advice from people who have "skin in the game." https://bit.ly/2S7skoJ

Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subject of head trash and the importance of doing things you absolutely love. You will hear them discuss their own head trash, why it's something that persists, and what's necessary to not let it get in the way of success. You can find show notes and more information by clicking here: https://bit.ly/3umSRw5

Learn why every little thing can help - or hurt - your business. https://bit.ly/3hGT6zn