The Perfect RIA

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

Learn about the ins and outs of social security. https://bit.ly/3nXXk6x

Learn about the importance of having fun and leaving time for your family. https://bit.ly/3uKChaa

How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z

When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule trips right after surge and why those trips are key to helping make an important transition and provide structure. From celebrating with your team to heading into project mode, finding inspiration and taking time with family, the guys have a ton of great advice and insight for you. You can find show notes and more information by clicking here: https://bit.ly/3nQtW25

Learn why advisors fail and the importance of following a success process. https://bit.ly/33BktTd

Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. You can find show notes and more information by clicking HERE

Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm

When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this episode, Matthew and Micah explain the importance of having one main focus for every point of communication and why there is always room for improvement. You can find show notes and more information by clicking here: https://bit.ly/3dUOrpS

Matt shares how to avoid procrastination and the importance of working towards your goals. https://bit.ly/2QwYfyF

Learn how to avoid making mistakes that will ruin your chances with a prospective client. https://bit.ly/32tmAYE

Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader in the Wealth and Investment Management Division. With over 15 years of experience, he specializes in attracting and retaining the top-performing talent in the industry for single-family and multi-family offices and RIAs. You can find show notes and more information by clicking here: https://bit.ly/3sS4Ph9

Matt shares important takeaways from a book he wishes he'd read early in his career. https://bit.ly/2QhjdB4

Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach this, including the "right" and "wrong" ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a rollover. You can find show notes and more information by clicking here: https://bit.ly/3rdkQfK

Learn why you must communicate your allocation strategy to your clients. https://bit.ly/39AU8bb

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand. You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi

Learn key takeaways from one of the most powerful books Matt has read in the last five years. https://bit.ly/3cmr2y3

Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7

Learn how to handle having employees who aren't a good fit for your company. http://bit.ly/3rMNTIu

It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn't be overlooked. You can find show notes and more information by clicking here: https://bit.ly/3qixBpc

Learn why it's not always a good idea to bring on clients' family members. https://bit.ly/3qkZDjG

When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that same level of success? In this episode, Matt and Micah discuss how to take extreme ownership of situations so that instead of feeling angry or belittled, you feel empowered to learn from the people around you. You can find show notes and more information by clicking here: https://bit.ly/37KM3jg

Discover powerful negotiation strategies. https://bit.ly/3r2E0Ww