The Perfect RIA

Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experiences, including awkward encounters and struggles to convey value to prospects. The key takeaway: it all boils down to creating a sense of value in the prospect's mind. Discover the crucial elements of a successful first in-office appointment, where every detail, from communication beforehand to the receptionist's warm greeting, plays a vital role. Learn the importance of a positive environment and stacking everything in your favor, even the seemingly small details, to create a favorable impression. Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Ritz Carlton Training - Don't miss out on our upcoming Prospect Process Masterclass. Contact [email protected] to stay informed.

In this recap episode, we're sharing why Monday's guest, Aaron Walker, believes entrepreneurs need to break out of isolation, seek support from others, and how joining a mastermind group transformed his life. We'll also recap the challenges of nepotism in the workforce and the importance of working for someone else before joining a family business. Resources in today's episode: - Episode Website- The Power of Masterminds with Guest Aaron Walker - Should I Let My Kids Work For Me?

In this episode, Jamie discusses the concept of nepo babies and the importance of teaching children the value of hard work, honesty, and kindness. She shares personal stories and experiences from her own family, highlighting the challenges and benefits of being raised in a family business. Jamie emphasizes the need for children to work for other companies first to gain valuable experience and avoid the perception of entitlement. Should I Let My Kids Work For Me? Resources in today's episode: - Family Offices: An Interview with Floyd Shilanski

In this episode, Aaron Walker joins Matt to discuss the importance of mastermind groups and their transformative power on entrepreneurs' lives. Aaron shares the value and need for vulnerability, transparency, and trust within these groups and the benefits of diverse perspectives and experiences. He also highlights the impact of unhealed wounds and the misguided thoughts around self-preservation that can hinder personal growth. Aaron provides insights into the structure and format of a mastermind group and encourages listeners to consider joining one to enhance their personal and professional lives. The Power of Masterminds with Guest Aaron Walker Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Aaron Walker: LinkedIn | Website - View from the Top Book by Aaron Walker - View from the Top Iron Sharpens Iron Mastermind - Learn More! - What Works Wednesday with Aaron Walker

In this episode, Amber recaps Matt and Micah's conversation about being prepared for emergencies and disasters in both personal and professional life and the illusion of knowing what to do in a crisis. It's important to prepare for emergencies in your practice, such as employee turnover or loss of clients. In addition, she recaps Jamie's tips for preparedness, the importance of having a disaster recovery plan, and why you need to be cautious about taking advice from people without knowledge or experience in a given situation. Resources in today's episode: - Episode Website - No One Will Fix It For You - Sinking Ships

In this episode, Jamie shares a story about a boating incident and highlights the importance of preparedness, clear communication, and the dangers of unsolicited advice. She emphasizes the need for disaster recovery drills and simulations in both personal and professional settings. Jamie also encourages people to be critical of those who offer advice without understanding the full context of a situation. And most importantly, by practicing and debriefing after actions, individuals and teams can be better prepared to handle unexpected events. Resources in today's episode: Sinking Ships

In this episode, Matt and Micah discuss the importance of being prepared for emergencies in both personal and professional settings. Through an experience of witnessing a boat capsizing, they highlight the illusion that people will automatically know what to do in a crisis. They emphasize the need to be your own first responder, to not rely solely on others for help, and the dangers of thinking nothing could ever happen to you - instead, be ready with a plan! Resources in today's episode: - No One Will Fix It For You - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn

In today's episode, we're recapping this week's highlights. We're revisiting the prospect process with Monday's guest, John Barron, and the importance of educating prospects and highlighting an advisor's unique value to avoid commoditization. In addition, we're recapping employee compensation and how both employees and employers can navigate through that process, as well as the recommendation for employees to focus on becoming indispensable. Resources in today's episode: - Episode Website - Creating a Prospect Process that Works with Guest John Barron - How To Negotiate Your Pay

In this episode, Jamie dives into employee compensation and the hurdles they encounter while negotiating salaries. She emphasizes the significance of making yourself indispensable within an organization, suggesting that employees concentrate on enhancing their areas of improvement. The discussion extends to the advantages of working in a traditional office setting and how family dynamics can influence one's productivity at work. Jamie's advice to employees centers around the timing of negotiations, cautioning against introducing market research unless they are confident in their ability to align with the expected compensation. Additionally, she underscores the importance of transparent communication regarding compensation. Furthermore, Jamie encourages employers to proactively schedule performance and compensation reviews with their employees. How To Negotiate Your Pay

In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for prospective clients. John emphasizes the need to differentiate yourself from competitors and educate clients about the unique value you provide. By guiding clients through a safe and pressure-free process, Financial Advisors can build trust and help clients make decisions that align with their values and goals. Creating a Prospect Process that Works with Guest John Barron Resources in today's episode: - Matt Jarvis: Website | LinkedIn - John Barron: LinkedIn | Website - TPR Podcasts: With Guest John Barron and Systems, Perspectives, and Procrastination: Business Coach John Barron's Advice for Entrepreneurs

In this episode, we're recapping the importance of managing alerts and notifications to improve productivity and mental well-being, as well as exploring strategies for managing calendars and transitioning to vacation. We're also covering the dos and don'ts of firing and handling resignations, and the importance of clear communication and setting expectations. Resources in today's episode: - Episode Website - Only Fools Get Alerts [Episode 241] - How to Fire Someone

In this episode, Jamie Shilanski discusses the challenges of firing employees and handling resignations in a professional and respectful manner. Jamie shares her personal do's and don'ts for firing employees, emphasizing the importance of clear expectations, accountability, and avoiding drama. She also provides insights on the process of transitioning out employees who resign, including the importance of setting a positive tone and communicating the plan to team members and stakeholders. How to Fire Someone

In this episode, Micah and Matt discuss the destructive nature of alerts and notifications on your productivity and mental well-being. They emphasize the importance of separating acceptable notifications from overwhelming ones and creating a team communication policy. They also share strategies for managing calendars and travel and using tools like scheduled summaries to transition between work and personal modes. They highlight the need for accountability in addressing the addictive nature of dopamine and the exploitation of our attention. Only Fools Get Alerts [Episode 241] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn- Dopamine Nation - Deep Work - Dan Sullivan - Tim Ferris - Fear Setting - The Myth of Normal

In this recap episode, we're highlighting the backdoor Roth contribution strategy, the importance of correct reporting on tax returns, and the need for a proactive advisor in managing client accounts. We'll also explore the dynamics of middle-class success and those who embrace failure as a learning tool and prioritize nodal networking. Lastly, we're getting into the real deal behind confirmation bias and understanding System One and Two thinking to help you become a better financial advisor. Resources in today's episode: - Episode Website - Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA - Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff - Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

In this podcast episode, Jamie Shilanski is digging into the the power of confirmation bias and its role in becoming a better financial advisor. Using astrological signs, Jamie illustrates how confirmation bias influences our beliefs about ourselves. She draws on Angela Duckworth's research, explaining the interplay between system one (instantaneous, subconscious) and system two (slower, intentional) thinking. She explores how this concept extends to marketing and buying decisions, revealing that people predominantly rely on System 1 thinking due to its quick, lazy nature. Brand recognition and trust play significant roles in this process. To connect with clients, Jamie suggests understanding their System 1 thinking, recognizing their intuition, and leveraging the principle of moving towards pleasure or away from pain. She shares a practical approach to marketing by categorizing attributes like intuitive, brand recognition, conscientious, instinctive, and emotional reference on a spectrum between pleasure and pain. Simplifying rather than overcomplicating, Jamie emphasizes the importance of focusing on the basics in marketing, offerings, and customer experience. Optimize your approach by aligning with clients' intuitive thinking and addressing their pleasure or pain points. Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits Resources from this episode: - Grit by Angela Duckworth - Thinking Fast and Slow by Daniel Kahneman

In this episode, Matt is joined by Lewis Schiff from Birthing of Giants. Lewis, a natural entrepreneur, questioned the disparity in outcomes among middle-class individuals. His research, culminating in the book "The Middle-Class Millionaire," explored why only one in ten managed to break into the top echelons of wealth. The crux of his coaching philosophy lies in understanding the distinctive approach of the self-made wealthy, the true drivers of economic change. These individuals, Lewis emphasized, work longer hours but, more importantly, embrace failure as a vital learning tool. The so-called "hero gene" is prevalent among entrepreneurs who openly share their failures, fostering innovation and entrepreneurship. Lewis also discusses nodal networking, a key concept that revolves around cultivating strong connections with a select few in the business realm. Lewis stressed the importance of giving before asking, using personal strengths, and minimizing weaknesses. Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff Resources for this episode: - Matt Jarvis: Website | LinkedIn- Lewis Schiff: Website | LinkedIn - Russ Allen Prince - The Middle-Class Millionaire

In this podcast episode, Matt is joined by Steven Jarvis from Retirement Tax Services (RTS) to discuss a commonly misunderstood tax strategy and how you can add value to your clients through tax planning. Through talking about a critical tax strategy involving backdoor Roth contributions, they stress the importance of correctly reporting on tax returns and highlight common mistakes, such as errors in the 8606 form and issues when clients change tax preparers. The conversation explores pitfalls in the backdoor Roth process and the need for a proactive advisor. Steven also warns against relying solely on software tools and why they require a knowledgeable operator. They also discuss the importance of managing all client accounts for optimal communication and the successful execution of complex strategies like the backdoor Roth. Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240] Resources for this episode: - Steven Jarvis: Website | LinkedIn - 8606 Masterclass - Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It's Even Worth Doing)

In this episode, we're recapping the critical aspects of maximizing profitability with insights on making your practice not only sustainable but truly profitable. Discover the often overlooked importance of estate planning and how it contributes to the longevity of your success. Dive into the intricacies of hiring and team building, understanding the pivotal role a strong team plays in your business growth. Resources in today's episode: - Episode Website - What Does Profitability Really Look Like? [Episode 239] - Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison - BS Business Advice About Building Teams

In this episode, Jamie discusses the intensity surrounding the work her office does nature of work and how her team has fully embraced it. She emphasizes the critical importance of having a team that is highly motivated and passionate. Jamie also provides invaluable insights on effectively managing non-team players and the challenges of hiring and onboarding new team members. She firmly stresses the need to empower non-team players and establish a comprehensive onboarding process to ensure the team operates at maximum efficiency. BS Business Advice About Building Teams Resources: - Job Offers - Adding To Your Team - Hiring And Interviewing

In this episode, Matt is joined by Yohance Harrison to discuss the profound importance of estate planning, driven by Yohance's personal experience assisting a client on her deathbed in 2020. Yohance shares how over 50% of Americans pass away without an estate plan and stresses the need for critical documents like wills and powers of attorney. Yohance also talks about how he leverages client interactions to generate referrals. By discussing beneficiaries and powers of attorney, he opens opportunities to guide clients through notifications, turning one estate plan into multiple referrals. Matt underscores the advisor's role in delivering value and initiating meaningful conversations, illustrating how such interactions can positively impact clients' lives. Tune in for practical insights into estate planning, navigating its complexities, and creating lasting value for both advisors and clients alike. Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison Resources: - Matt Jarvis: Website | LinkedIn - Yohance Harrison: Website | LinkedIn - Estate Planning Masterclass - EncorEstate Plans - Wealth.com - Trust and Wills - Investopedia

In this episode, Micah and Matt discuss the importance of profitability in financial advisory practices and why it's needed to ensure financial stability and the ability to weather economic downturns. They share insights on hiring and team management, highlighting the importance of hiring strategically and setting benchmarks for growth. They're also cautioning against wasteful spending and why you need to invest in activities that have proven to be successful and involve things you're willing to do. What Does Profitability Really Look Like? [Episode 239] Resources: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - INVICTUS Mastermind - https://be.theperfectria.com/invictus-mastermind-a/?_go=podcast - Save the date for our next Nation Power Session on February 21, 2024, on How to Double Your Practice! Email [email protected] to save your spot!

In this episode, we're recapping this week's episodes. We'll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals. Prospect Process - Why Prospects Say No [Episode 238] Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton Empowering Futures: Goal-Setting Strategies for Young Adults Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

In this episode, Jamie Shilanski discusses the importance of goal setting for young people and how to help them establish and work towards their goals. Jamie provides a step-by-step process for goal setting and offers tips on accountability. She also encourages listeners to seek guidance and support from others in the goal-setting process. Empowering Futures: Goal-Setting Strategies for Young Adults

In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy shares her experience of using virtual assistants for marketing at Belay and provides practical tips for advisors. The conversation covers topics such as content repurposing, podcast management, tracking and reporting, networking, and more. Amy emphasizes the importance of consistency in marketing and the value of having a support team to handle various marketing tasks. Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

In this episode, Micah and Matt discuss the key steps and strategies for successful prospecting and client conversion. They emphasize the need to track and analyze prospect data to identify the most effective prospecting channels and the significance of knowing your numbers and tracking conversion rates at each step of the process. They also highlight the importance of simplifying complex concepts for clients and differentiating oneself from other advisors. Additionally, they discuss the importance of evaluating and adjusting prospecting strategies and identifying reasons for prospect rejection. Prospect Process - Why Prospects Say No [Episode 238]

In this recap episode, we're discussing topics related to personal and professional growth. On Monday's episod, Matt and Micah emphasized the importance of setting goals, making sticky changes, and being willing to pay the price for success. They also explored the concept of extreme accountability and the need for an accountability partner. Wednesday's episode with guest Rhonda Farr discussed She recognizing blind spots, changing behavior, and improving relationships through awareness and curiosity. Then on Thursday, Jamie highlighted the significance of understanding team appreciation languages and engaging your team through appreciation. New Year - New You Coaching High Achievers with Guest Rhonda Farr High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages New Year Goals, High Achiever Coaching, and Team Appreciation Languages

In this episode, Jamie Shilanski discusses the importance of emotional intelligence and team appreciation languages. She shares her experience of conducting a team retreat where they explored different appreciation languages and how team members like to give and receive appreciation. The four main appreciation languages discussed are acts of service, words of affirmation, quality time, and gifts. Jamie emphasizes the need for leaders to understand and cater to each team member's appreciation language to create a positive and supportive work environment. High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages

In this episode, Matthew Jarvis interviews Rhonda Farr, a coach specializing in working with high-achieving men. They discuss the need for coaching, especially for successful individuals who may struggle in other areas of their lives. Rhonda explains that coaching provides a sounding board and helps identify blind spots. They also explore the challenges that high achievers face in personal relationships and how to navigate those challenges. Rhonda shares practical tips for being curious and creating awareness in order to improve relationships. Coaching High Achievers with Guest Rhonda Farr

In this episode, Jarvis and Micah discuss setting ambitious New Year's resolutions and the importance of being willing to pay the price to achieve them. They emphasize the need for sticky changes and delivering value to clients. They also introduce the concept of extreme accountability and the role of an accountability partner in achieving goals. The episode concludes with a reminder to take action and make the necessary changes to reach success. New Year - New You

In this recap episode, we're sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays, including that time blocking and structured schedules are not just organizational tools but powerful catalysts for boosting productivity. Another key takeaway was the quality over quantity approach in client interactions and how being open to continuous learning and delivering genuine value holds more significance than sheer volume, fostering stronger and more meaningful client relationships. On Wednesday, we welcomed HR professional Kameka McLean from the UK to share her focus on DEI and to address the crucial issue of diversity in financial services. She discussed the necessity for comprehensive policies, procedures, and succession planning to promote inclusivity and diversity within the industry. On Thursday, Jamie discussed recruitment - her tips for job advertisements and the significance of aligning candidate values with company values. The Twelve Days of TPR Christmas [Episode 236] Becoming An Inclusive Leader with Guest Kameka McLean Job Offers Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

In this episode, Jamie discusses employee recruitment and retention strategies. She shares her approach to job advertisements, including the use of platforms like Indeed. Jamie emphasizes the importance of background checks and using tools like GoodHire to ensure the suitability of candidates. She also highlights the value of assessments, such as the DISC test, in determining the right fit for a role. Jamie provides insights into crafting job offers and the benefits and incentives that can attract and retain top talent. She cautions against cash bonuses and emphasizes the need to align benefits with company culture. Job Offers

In this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and inclusion in the workplace. Kameka shares her personal journey in HR and emphasizes the need for organizations to align their goals and principles with the protective characteristics outlined in the law. She highlights the benefits of investing in employee development and creating an inclusive culture. Kameka also discusses the challenges and misconceptions surrounding diversity and offers advice on how to create a welcoming environment for all individuals. She emphasizes the importance of supporting mental well-being and provides insights for smaller organizations to promote diversity and inclusion. The episode concludes with empowering messages about embracing one's uniqueness and taking action to make a positive change. Becoming An Inclusive Leader with Guest Kameka McLean

In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time blocking and surge scheduling, delivering value in client meetings, being effective with time, getting rid of freebies and exceptions, defining new clients, delivering massive value in tax planning, cutting opportunities to play office, investing in professional development, hiring a virtual assistant, committing to double success in 36 months, joining the Invictus Coaching Program, and writing out the onboarding process. These gifts aim to help advisors improve their practice and achieve greater success in the coming year. The Twelve Days of TPR Christmas [Episode 236]

On Monday, Matt and Micah focused on the critical importance of communication with clients and the impact of language on client relationships. and stress the need to avoid default answers that may limit clients. They also highlighted the value of asking probing questions, showing empathy, and maintaining a genuine curiosity to understand clients' needs. Wednesday, Matt was joined by former wholesaler turned advisor Anthony Zanetti, who shares insights from his experience in both roles. In addition to having an intentional schedule, Anthony shares his approach to improving a good practice by focusing on incremental changes and prioritizing tasks, as well as the importance of aligning actions with the advisor's vision and effectively communicating complex strategies to clients. Thursday, Jamie explored the vocabulary and toolset for personal and team development. She discussed terms like work-life balance and burnout, highlighting the need to understand and address these issues. Jamie shares insights from her team, the importance of teamwork to avoid burnout, and the importance of providing a vocabulary for personal development. - Do NOT Say That To A Client [Episode 235] - Wholesaler Who Saw The Light With Guest Anthony Zanetti - Burnout Is For Wimps - Mastering Client Communication, Growth Strategies, and Team Resilience

In the latest Worlds To Conquer episode, Jamie takes on language and tools that are crucial for success. She deconstructs trendy terms like "work-life balance," "burnout," and "sabbatical," shedding light on the nuanced meanings behind these words and how they impact the trajectory of your career. Jamie offers strategies to prevent burnout, including the importance of understanding team members' needs. She'll also share her recommendation on the role of coaches in personal development, stressing the need for a strategic focus on potential and goal achievement. - Burnout Is For Wimps

In this episode of Confessions from a Former Wholesaler, Matt is joined by Anthony Zanetti from Mardin Capital Group to share his experience in wholesaling and then transitioning to advisory services. Anthony shares his insights into creating balanced presentations, and the importance of intentional scheduling and the impact it has on client experience. Anthony also shares his journey of transitioning to a new practice, why he chooses to focus on incremental improvements rather than overwhelming changes, and how being intentional with delegation enhances your practice, your team's empowerment, and the client experience. - Wholesaler Who Saw The Light With Guest Anthony Zanetti

In today's episode of The Perfect RIA, Matt and Micah are getting real about client communication because the words you choose have the power to either elevate or jeopardize client relationships. It's about intentional communication, not routine responses, and the need to maintain a genuine curiosity about clients' needs and goals. Listen in as they share the subtle yet crucial nuances that can either build or erode client trust. By embracing a client-centric approach and valuing every question as an opportunity, advisors can elevate their practice, delivering not just financial advice but a tailored, empowering experience for each client. - Do NOT Say That To A Client [Episode 235]

In this recap episode, we're sharing how Monday, Matt and Micah emphasized the crucial role of financial advisors in their clients' lives, focusing on surge meetings and client interactions. They highlighted the importance of drawing out clients' priorities and consistently asking questions to uncover deeper concerns. Greg Goin, a wholesaler and regional VP for Equitable, joined Matt on Wednesday to discuss successful advisor practices and challenges. Topics included the evolving landscape of financial planning, the perception of insurance products in the RIA space, and the tradeoffs between RIA independence and affiliation with a larger organization. Greg emphasized the importance of delegation, team-building, and continuous investment in professional development. Thursday's episode with Jamie went into organizational stickiness. She highlighted factors contributing to client retention, including delivering value, creating memorable client experiences, and maintaining a consistent reputation. She emphasized regular updates, high-touch gestures, and understanding clients' needs for building lasting connections. Two Most Important Parts of a Surge Meeting [Episode 234] Confessions Of A Wholesaler with Guest Greg Goin Are You Sticky? Impactful Meetings, Wholesaler Perspectives, and Client Retention

Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jamie advocates delivering personalized, high-value services, creating a unique selling proposition that addresses clients' distinct needs. Additionally, Jamie emphasizes the critical role of client experience and how to set a tone for client-centric engagement. She explores the significance of communication during client meetings and that connected clients are less likely to leave. Jamie also underscores the importance of expressing gratitude for referrals and the role of your reputation. Are You Sticky?

Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable, discussing the evolving landscape of financial planning. They dive into the core focus on planning adopted by successful advisors, the implementation differences in planning software usage between broker-dealers and RIAs, and the shifting perception of insurance products. Greg discusses the challenges and trade-offs associated with transitioning to an independent RIA with insights into the struggles faced by advisors, as well as the significance of effective delegation and continuous investment in professional development and technology understanding. Confessions Of A Wholesaler with Guest Greg Goin

Matt and Micah are unraveling the intricacies of client meetings and the pivotal role financial advisors play in their clients' lives. They're exploring the two critical components that can elevate your client meetings to new heights. There will always be outside forces to contend with, so be sure to focus on what you can control in client meetings, particularly the behind-the-scenes and pre- and post-meeting elements. It's crucial that advisors know and practice how to draw out a client's most important concerns by asking thoughtful questions. And don't forget the significance of meticulous note-taking and dictation, which is vital for communicating with your team, assigning tasks, and preparing for future meetings. Two Most Important Parts of a Surge Meeting [Episode 234]

On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes, setting deadlines, and involving the team in value-add initiatives. On Wednesday, Matt welcomed back Scott Rusnak, an EOS implementor and personal coach, to explore the transformative role of coaching in personal and professional development. Scott shared his "delegate and elevate" checklist, being intentional with relationships, and the power of regular resets. Thursday, Jamie offered insights on navigating legal challenges. Drawing from a client's lawsuit and her own HOA dispute, Jamie stressed a proactive approach and the importance of creating detailed timelines when facing legal action, as well as a practical perspective on maintaining composure and handling legal challenges methodically. Value Sledgehammer or Volume Sucker Punch? [Episode 233] The Power of Coaching With Guest Scott Rusnak Stupid Games = Stupid Prizes Value Delivery, Transformative Coaching, and Navigating Legal Challenges

Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the importance of a proactive approach, she's highlighting the need to create a detailed timeline of events upon receiving any legal action. Jamie stresses the significance of completing crucial steps, likening it to scenarios where clients may forget to execute wills or update beneficiary designations. She's providing a practical perspective on handling legal challenges in both personal and professional spheres and encourages when faced with this situation to manage your emotions and initial reactions. Stupid Games = Stupid Prizes

Matthew Jarvis welcomes back Scott Rusnak, an EOS implementor and Matt's personal coach, to explore the pivotal role of coaching in personal and professional development. Scott shares his approach to selecting the right coach, focusing on backgrounds, client referrals, and the ability to emulate success. Matt and Scott further explore the dynamics between a coach and a client, shedding light on the "delegate and elevate" checklist as a crucial onboarding tool. Scott also discusses his intentional approach to relationships and as a guiding principle for achieving both personal and professional fulfillment. The Power of Coaching With Guest Scott Rusnak

In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from their 1099 Value Add and its origin, they caution against overwhelming clients with information and the importance of starting small when implementing Value Adds. Matt and Micah provide practical advice on creating a systematic process, setting deadlines, and involving the team in the implementation of Value Add initiatives. They'll also discuss and advocate for proactive planning because putting in that work in advance allows advisors to choose when to roll out improvements, giving them more control in delivering ongoing value to clients. Value Sledgehammer or Volume Sucker Punch? [Episode 233]

On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss the four key things clients genuinely desire and the critical questions advisors must ask to meet those expectations, all while stressing the importance of starting with a vision. On Wednesday, Matt was joined by, Paul Saganey, the founder of Integrated Partners, who introduced the concept of the complexity curve and shared his insights into problem-solving and the significance of asking thought-provoking questions to provide guidance for financial advisors aiming to elevate their practice. Thursday, Jamie shared her journey as an acts of service person and addressed the challenges of asking for assistance, and offered insights into achieving a balance between helping others and personal growth. Tune in as we recap highlights and action items from estate planning to personal growth. Asking Questions That Matter For Estate Planning [Episode 232] The Complexity Curve with Guest Paul Saganey Acts Of Service Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service person. She's discussing the downside of this mindset, as it can lead to difficulties in letting go and asking for help when needed. Jamie underscores the importance of empowering and teaching others and addresses the common tendency for acts of service individuals to put others before themselves, even at the cost of their own needs. Tune in as she offers valuable insights for those seeking a balance between helping others and achieving personal growth and success. Acts Of Service

Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to remain independent while receiving the crucial support and networking opportunities they need. The key focus here is helping advisors guide their clients through the complexity curve, where both financial and personal lives become increasingly intricate with time. Paul talks further about the art of building strong relationships with accounting firms, the importance of problem-solving, and highlighting how you can be a true asset to them. Paul also shares his wisdom on the significance of 'disturbing tracks,' a technique that helps advisors visually depict clients' financial futures by recognizing and magnifying problems. He stresses the value of asking thought-provoking questions rather than providing cookie-cutter solutions. The Complexity Curve with Guest Paul Saganey

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we're always exceeding expectations. Listen in as Rod explains the four things that clients truly want, as well as the questions you need to ask in order to get there. You will learn how to understand your clients' goals with their estate planning, how to approach a conversation around an estate that is not being split equally, and why you should always start with the vision. Throwback: Asking Questions That Matter For Estate Planning

On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to succeed in your practice. On Wednesday, Matt was joined by Karen Stewart, who highlighted how virtual assistants can handle tasks like email, calendar management, and even process documentation, freeing up advisors to focus on their strengths. Thursday, Jamie shares valuable insights about not engaging in every confrontation and finding the right people to collaborate with, and the importance of not allowing negative thoughts to limit your potential. Tune in as we recap highlights and action items from personal development to improving your professional skills. How To Get More At-Bats [Episode 231] Delegating for Success with Guest Karen Stewart Showin' Up For A Fight Mastering Communication, Delegation Secrets, and Personal Growth