The Perfect RIA

Jamie discusses the importance of recognizing when to step away from unnecessary conflicts in our lives, emphasizing that not every fight requires our presence and the concept that some people, due to a chaotic upbringing, unknowingly seek chaos as adults to recreate a sense of normalcy. She stresses that you must evaluate where you invest your energy and the importance of surrounding yourself with the right people. This serves as a compelling reminder that we are in control of our lives and that we have the power to choose how we invest our time, energy, and focus. Showin' Up For A Fight

Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you're currently handling. From email management to calendar organization and even travel planning, she suggests pinpointing which tasks can be effectively delegated to a virtual assistant. Not all tasks require your personal touch. Instead of feeling you 'should' be handling certain tasks, you can delegate these to a VA, who's better equipped for the job. Matt and Karen will also talk about the importance of clear communication and onboarding processes when working with a virtual assistant. It's all about understanding each other's expectations and preferences, which is a crucial factor for a harmonious and productive working relationship. Delegating for Success with Guest Karen Stewart

Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for advisors to refine their skills continuously and to identify specific areas of their communication skillset that require improvement and commit to daily practice. They're also sharing the critical role of body language and how being aware of shifts in a client's body language can provide valuable insights and enable advisors to ask pertinent questions. They'll also argue that, regardless of your position, you are always in sales, emphasizing the significance of mastering communication in helping clients achieve their financial goals. How To Get More At-Bats

In today's recap, we're first revisiting Monday's episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with questions about his practice's efficiency and spare time. The conversation revolved around the challenge of seeking guidance and insights from others in the field, especially when the advice you receive doesn't align with the reality of your own experiences. Wednesday's episode featured guest Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI). Kat discussed her role in event planning and managing stress in a demanding industry. She shared her strategies for maintaining high energy levels, emphasizing the importance of self-care, nutrition, and networking. Thursday, Jamie talked about the importance of practicing value adds as an opportunity to ensure you have a common language within your office and confidence in your delivery to clients. Tune in to learn more about navigating professional conferences, managing stress, and practicing delivery. Don't miss this recap of our recent episodes! So Is This What You Do In YOUR Practice? Event Planning and Energy Mastery with Guest Kat Eletskikh Trust But Verify https://bit.ly/3u6c1f9

Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She's outlining Surge and how it revolves around the best time for clients, as well as her recent experience in delivering a value add on estate planning. Jamie shares the benefit that practicing and preparedness offers not only your clients but your team as well so that you can deliver massive value. https://bit.ly/478bd8b

In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP board. Kat played a pivotal role in organizing the recent CISI annual conference, and she shared invaluable insights on event planning, stress management, and avoiding burnout. Her experience in orchestrating events for a not-for-profit organization highlights the dedication required to create meaningful experiences for members, foster learning, and build connections within the financial planning industry. She emphasizes the importance of striking a balance between high-intensity work and rejuvenating breaks and practicing basic self-care habits. Her advice on networking and surrounding oneself with inspiring individuals speaks to the significance of motivation and energy in demanding industries. https://bit.ly/3QNqGop

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Drawing from personal experiences, they caution against unsolicited advice and urge listeners to verify advice from credible sources. Their practical advice extends to a call for honest self-assessment and using real numbers to evaluate one's practice. Being open to learning, asking the right questions, and embracing transparency are fundamental to growth and success. https://bit.ly/3tZLn7r

On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. Michael shared the phases every entrepreneur encounters, from the tentative launch to the realization of sustained growth. Wednesday, Wayne Firebaugh, INVICTUS member and radio host, joined us to emphasize the significance of well-documented beliefs as the foundation for client meetings and decision-making. Wayne stressed the need for adaptability, highlighting how beliefs can evolve over time. Thursday, Jamie recapped her recent attendance at a financial conference, sharing the invaluable connections and wisdom she gained. She also revealed a strategic action item she took from the conference and stressed the importance of acknowledging and complimenting those who excel in their daily grind. Listen in as we recap this week's highlights and action items. Mastering Time with Guest Michael Kitces [Episode 229] The Power Of Beliefs With Guest Wayne Firebaugh Jiving With Jennifer Mastering Time, Evolving Beliefs, and Conference Connections

Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous encounter with an individual who had previously managed a staffing agency, highlighting how their expertise proved to be a wellspring of knowledge for her. Jamie also unveils a strategic action item she took from the conference and emphasizes the importance of acknowledging and complimenting those who excel, even in the midst of their daily grind. Ultimately, she imparts the powerful message that meaningful connections, curiosity, and the sharing of knowledge with others can unlock a world of possibilities. https://bit.ly/40bzM1k

Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having well-documented beliefs as a rock-solid foundation for client meetings and decision-making, and stressed the need for adaptability, underlining that beliefs can evolve over time. Moreover, Matt and Wayne explored the art of simplification and repetition in financial communication, a skill Wayne has honed through his radio experience. https://bit.ly/3QwlogU

On today's episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this special edition, he shared the fascinating journey of how his venture evolved over the last 15 years. Ever wondered if Michael Kitces even sleeps, considering the heights of success he has achieved? Michael unveils the phases every entrepreneur experiences at the inception of their business. From the tentative launch, hoping for engagement and revenue, to the realization that sustained numbers are attainable, and eventually, the whirlwind growth - he's been through it all. One of the standout lessons is about efficient time management and making wise choices on where to direct your focus. Listen in as Michael Kitces takes us through his journey, sharing wisdom on thriving in the entrepreneurial world while maintaining a healthy work-life balance https://bit.ly/40gS7Ku

On Monday, Matt and Micah were reflecting on the core reason behind starting The Perfect RIA podcast - to bridge the gap between advice shared and the reality faced by financial advisors. They stress that with client and prospect meetings, you want to approach them with curiosity and focus on delivering value and that effective communication outweighs technical skills. In the middle of the week, Evan Mayer of Fortuna Wealth and the For Advisors By Advisors podcast joined Matt to discuss the multifaceted aspects of financial advising. Evan shared his journey, highlighting the pivotal role of adding value to clients and the significance of consistency in his daily routine. His insights shed light on time management, meeting strategies, and maintaining a work-life balance. Thursday brought Jamie to the spotlight, discussing the dynamics of marketing in the financial advising realm. Jamie stresses the importance of understanding your audience, delivering consistent value through content, and using client questions as a guide for generating meaningful topics. She emphasizes the need for a disciplined content calendar to build trust and dependability with your audience. Join us as we recap this week's highlights and action items What Are Prospects ACTUALLY Saying [Episode 228] Harnessing Consistency for Success with Guest Evan Mayer It Takes 6 Months Bruh https://bit.ly/48SekCi

It's time to talk about marketing as Jamie discusses its effectiveness. She's dispelling the misconception that small marketing efforts instantly will yield a deluge of business - marketing takes time! It's also all about consistency, no matter when that potential fatigue takes the stage. But what to talk about? Here's a tip: Listen to your clients! If they have a question, guess who else has a question? So, create that credibility and trust with your audience by answering those questions and concerns. https://bit.ly/3rQLgL1

Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to educate and inspire financial advisors, emphasizing the power of candid discussions over scripted dialogues. He reveals key takeaways from interviewing advisors managing a spectrum of assets, highlighting that success isn't solely measured by AUM. Evan's insights shed light on effective time management, the pivotal shift to a client-centric approach, and the transformative impact of consistency and balance in both professional and personal realms. https://bit.ly/3S3MXze

Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They're sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they're reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation. https://bit.ly/3SnwExB

On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Location, Location, Location [Episode 227] Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin Talking Sugar Honey Ice Tea https://bit.ly/3tDdk4I

Did that text really mean what YOU thought it meant? Jamie is digging into the critical importance of effective communication in navigating the diverse landscape of today's workforce, and the need to bridge gaps and avoid conflicts and misunderstandings by understanding our shared humanity. The majority of confrontations stem from misinterpretations, and the common tendency is to jump to conclusions during moments of frustration. But what if you paused? Listen as Jamie shares insights into applying communication skills across different facets of life, from managing teams and appointments to raising children. https://bit.ly/3S377cu

Micah is taking the reigns in today's guest episode as he discusses his journey of bringing on an assistant with Theresa Summerlin from Belay. Theresa shares that while Micah's search for the right fit had its challenges, it's imperative to find someone who clicks with your needs, fast-tracking the onboarding process and creating a solid partnership. Patience, open communication, and daily collaboration are the keys to success during the first few months, but this can lead to you leveling up your practice and finding the perfect assistant to help you thrive! https://bit.ly/46LnK0z

It's October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn't just about meeting clients—it's a litmus test for their strategies and systems, and it's a prime opportunity to validate existing systems and compile a wishlist for refining strategies for the next surge. They're also calling out common traps advisors fall into around moving the needle and pushing your business forward. But if those traps are truly traps and only give you small advantages, then what is the true one thing that will help your practice improve? Listen in for the big reveal that will help you stay aligned with your personal and professional goals. https://bit.ly/46VS2hj

Monday kicked off with an extraordinary coaching session as Matt and Micah welcomed John McKinley from the Invictus program to tackle his head trash related to increasing his fees and navigating the fear from his extreme accountability. On Wednesday, the conversation shifted to leadership with Carlos Mendez from Echelon Front, co-founded by the remarkable Jocko Willink, diving into the 4 laws of combat and building successful relationships. Thursday, Jamie shed light on the challenges advisors face when clients make decisions against their recommendations and how to maintain accountability to safeguard both the advisor and the client. Join us for this week's highlights and action items. Listen to this week's episodes: Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226] Navigating Leadership Waters with Guest Carlos Mendez You're Pi$$ing Me Off - Part 2 https://bit.ly/3PKM1wK

Jamie is dishing on the finer points of client interactions that really get under her skin. Building on the previous week's discussion about team members not heeding instructions, this time, she shines a spotlight on clients who don't follow financial advice. Jamie shares that her frustration isn't born out of a desire for control; rather, it's fueled by a genuine desire to secure the best outcomes for her clients. At The Perfect RIA, the pursuit of excellence is paramount, but despite these principles, there are instances where clients don't align with recommended actions. What's an advisor to do? Tune in as Jamie shares her solution that not only safeguards the advisor but ensures absolute transparency in recommendations. https://bit.ly/3F3pNkU

Matthew is joined by the incredible Carlos Mendez from Echelon Front, a company co-founded by the renowned Jocko Willink. Carlos, with an impressive 21-year Navy background predominantly in the SEAL teams, takes us through a transformative journey blending military strategies with corporate leadership. As he shares the heart of Echelon's approach, the four laws of combat, he'll explain why embracing these principles is no easy feat. Carlos also discusses the challenging path of decentralization and stresses the importance of clear communication, a willingness to learn from mistakes, and the critical role of leaders in cultivating a trusting relationship with their teams. https://bit.ly/3ZBVETj

It's coaching time! In today's special episode, Matt and Micah are joined by INVICTUS member John McKinley as he bravely steps into the coaching ring after going through his extreme accountability. They're dissecting the industry's fee fixation, tackling head trash head-on, and sharing how focusing on your competition is never the solution. Listen in as they discuss the key to helping you get to the next step in your growth and how value and communication reign supreme. https://theperfectria.com/podcast/226

We're recapping Matt and Micah's discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-year push, and the need for hard-hitting, factual data. Next, we'll share executive recruiter Yosef Colish's secrets of talent acquisition and retention in the fiercely competitive RIA landscape to keep your talent pool secure and thriving. Lastly, we'll share how Jamie deals with those frustrating times of being ignored when offering sound advice and how understanding team behaviour through tools like DISC aids in effective communication and leadership styles. Listen to this week's episodes: Measure What Really Matters? [Episode 225] Recruitment Strategies and Talent Retention with Guest Yosef Colish You're Pi$$ing Me Off - Part 1 https://bit.ly/3ryku9Z

Jamie is sharing her frustration when people disregard her instructions, leading to problems she must later resolve, highlighting the scenario where team members aren't following instructions. To tackle this issue, Jaime utilizes a behavior analysis tool like DISC to understand communication styles and personality traits, both for team members and clients. She emphasizes adapting leadership styles to match individual traits for better communication and productivity and stresses the importance of clear communication, setting expectations, and articulating policies and procedures to mitigate misunderstandings and create an efficient work environment. Ultimately, effective leadership lies in motivating individuals to give their best and deliver significant value to clients. https://bit.ly/458Qboa

Matt is joined by Yosef Colish from Leah Yosef International, an experienced executive recruiter specializing in the financial advisory sector, for a deep dive into the world of talent acquisition and retention. Yosef shares his extensive knowledge of effective communication strategies and perfect timing when reaching out to potential candidates. Learn about building a continuous talent pipeline, where the focus is on finding the right fit rather than just filling positions. Discover the significance of organizational vision and how it ties into successful recruitment. Yosef emphasizes the importance of conveying your firm's values and goals to attract individuals who align with your vision and shares the transformative impact of mentorship and equity ownership on employee satisfaction and loyalty. https://bit.ly/3RD32vz

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that are more like a badge of honour, but considering whether those numbers are really moving you and your practice forward. Listen in to learn how to measure what matters, what's the most impactful, and how to keep moving forward with your goals. https://theperfectria.com/podcast/225

We're recapping Micah's true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary but should never become the rule. Next, we'll share the discussion between Matt and Nic Yoemans as they looked into the differences between mediocre and successful advisors, the significance of mindset and intentionality, and why you need to challenge the status quo and seek coaching to break through barriers. Lastly, we'll share about focusing on owning your identity and not apologizing for who you are and the importance of committing to your destination and surrounding yourself with those who support your growth. Listen to this week's podcasts: A Disturbance In The Force… [Episode 224] Raising Your Gaze and Being Coachable with Guest Nic Yeomans Own It Already! https://bit.ly/46jPSrl

Jamie's tackling identity and ownership and the gritty reality of pursuing your dreams. She shares the need to confront the uncomfortable truth: not everyone in your life truly wants you to succeed, but you need to acknowledge whether you're pursuing your best self. If you've ever hesitated to chase your dreams or felt ashamed of your aspirations, this episode is your wake-up call. Get ready to own your identity, own your goals, and own your success – because that's how you become the best there is. https://bit.ly/457obRv

Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned but mediocre to the fresh faces already conquering the industry, Nic and Matt explore the habits, mindsets, and actions that make all the difference. They discuss the pivotal role of mindset and intentionality in achieving success, shedding light on how easily we fall into routines that hinder growth and the transformative impact of having a coach and seeking guidance from those who have paved the way for others. https://bit.ly/46mCRNF

Micah and Matt are ready for some confessions in today's episode about exceptions to the rules. And how, by having well-defined systems, you can also have more flexibility when needed. Micah's sharing two recent situations: a lengthy client meeting and another outside the office - both exceptions to his regular appointments. While these instances seem extraordinary in an office focused on systems and processes, they serve as a testament to the importance of client-centricity and going the extra mile. Listen as they share the profound impact advisors can have on their clients' lives. https://theperfectria.com/podcast/224

We're recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to realizing that it's not always the key to client success. It's important to align investments with a broader financial plan, which debunks the myth of custom portfolios and focuses on clients' ultimate goals rather than emotional risk tolerance. We also review the often-overlooked significance of sound bookkeeping for financial advisors. Lisa Zeeveld, from Belay, joined Matthew to highlight the dangers of DIY solutions and the value of expert guidance in optimizing business finances. Lisa advocates for intentional financial statements to enhance long-term business planning. Lastly, we're sharing how Jamie underscores the need for financial advisors to prioritize their own financial well-being, offering valuable insights into team education and succession planning. Listen in as we recap this week's highlights and action items. Here are this week's episodes: My Investments Are Bigger Than Yours [Episode 223] Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld Succe$$ion https://bit.ly/3Rm6PgS

Jamie is sharing that in a world of financial advisors claiming to be "comprehensive," they've done a terrible job distinguishing what they do and who they serve. It's like trying to find your way in a maze of financial jargon. Instead, her approach is to be a client's financial lifeline from day one – they're not just here for the big decisions; they're the 411 and the 911. She's also sharing some hard-to-notice realities: You're likely great at helping others, but you're terrible at taking care of yourself. That includes looking at your succession plan because it's not just about retirement at 65; it's about preserving those relationships you've built over a lifetime. So, stop taking things for granted and give yourself the same TLC you give your clients. https://bit.ly/3LmQlRG

In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obsessed with DIY fixes, Lisa shares the harsh truths about how trying to save a buck can cost you much more in the long run. From cleaning up your financial books to letting go of that 'jack of all trades' mentality, she'll challenge your financial assumptions, making you rethink how you manage your money and business. https://bit.ly/3PomvO2

In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects - investments. They recall the pitfalls of fixating too much on investments, a common trap that many advisors fall into, and assert that clients don't hire you for your investment expertise alone; they delegate to you for a reason. The duo exposes the fallacy of custom portfolios and instead shares that investments should be viewed as a tool for securing an income that lasts a lifetime. As advisors, you want to be the voice of reason and align every recommendation with your client's ultimate goals. https://theperfectria.com/podcast/223

Let's talk about the reality of assistant expectations in the world of leadership. We're recapping Matt and Micah's experiences and insights on effective delegation and team management, where they stress the importance of clear communication, setting expectations, and creating a supportive environment for your team. We'll also share tips from Libby Greiwe, from The Efficient Advisor, as she discussed the power of themes and systems in building a successful practice. Lastly, we'll review the dynamic between visionaries and integrators in the hiring process, emphasizing the need for clarity and realistic promises when bringing new team members on board. Listen to this week's episodes: Common Assistant (Team) Myths [Episode 222] The Power of Working in Themes with Guest Libby Greiwe You Promised What?! https://bit.ly/3EMhAS9

In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate endless ideas, with integrators, who keep those ideas on track. Jamie highlights the need for clear communication in job offers and cautions against overpromising, stressing the importance of being intentional about what you can and can't deliver. She also challenges the notion of entitlement in new hires and underscores the significance of earning one's way to ownership. Jamie shares the secrets to finding the right people for your team, those who embrace opportunities and are truly "all in." https://bit.ly/460aHIo

Matt and Micah are tackling the art of delegation and team leadership. From the pitfalls of assuming assistants can work magic to the critical importance of clear communication, they shed light on the intricacies of delegation. Discover the essential distinction between process problems and people problems and how leaders set the tone for a team's culture. Learn why delegation isn't a one-size-fits-all solution and the crucial role that clear communication plays in achieving results. Plus, uncover the keys to building a culture where accountability thrives. https://theperfectria.com/podcast/222

In this recap, we'll start by breaking down the myths around surge schedules, the importance of maintaining a set calendar, and invaluable tips on communicating with clients and optimizing your team's productivity to deliver maximum value during surge periods. Next, we'll share Charlie Walker's awe-inspiring journey, cycling from Britain to the farthest points in Europe, Asia, and Africa, which teaches us that sometimes, all it takes is that first step over the doorstep mile to embark on life-changing adventures, embracing the unexpected and gaining a deeper understanding of the world and ourselves. Lastly, we'll share the value of starting at the bottom and working your way up in your career. Discover how humility, a willingness to ask questions, and doing the work yourself can not only make you a better leader but also open doors to growth and opportunity that you may have otherwise missed. Listen to this week's episodes: Wait? Surge Again? Hell Yeah! [Episode 221] Journey Beyond The Doorstep Mile With Guest Charlie Walker Curious ?'s https://bit.ly/3qTALWF

Jamie emphasizes the significance of beginning your career journey at the grassroots level, debunking the prevalent notion that instant success is attainable right out of college. She discusses her experiences with individuals who yearn to elevate their careers and shares insights into true ownership, emphasizing it's about taking risks, not just reaping the rewards. She underscores the need for responsibility, curiosity, and a willingness to ask questions, emphasizing that fearing questions is detrimental to professional growth. Furthermore, Jamie suggests that one's past should not hinder future opportunities, advocating for starting at the bottom, gaining inside-out knowledge, and leading by example. Jamie encourages aspiring leaders to be willing to do the work they ask of others, earning respect and trust in the process. https://bit.ly/3EjdmRG

Matt dives into the incredible journey of adventurer and author Charlie Walker from the UK, who shares his lessons on curiosity, courage, and taking the first step into the unknown. From cycling across three continents to exploring off-the-beaten-path destinations, Charlie's story teaches us that embracing our passions, starting despite uncertainty, and taking small steps can lead to life-changing adventures. Discover how he finds balance in a traditional lifestyle and why sharing your goals with others is the key to turning dreams into reality. Tune in for a dose of motivation and the wisdom of someone who's truly lived life on the edge. https://bit.ly/3PhIrv9

Surge is around the corner, and Matt and Micah are diving into this game-changer for financial advisors. Discover how strategic calendar management can reshape your client relationships and industry impact and the importance of unwavering consistency in your scheduling to maintain productivity and client value. Unearth why Surge isn't just a tactic but the bedrock of a thriving practice and how clear communication policies can enhance client interactions. Lastly, the guys will explore the secrets to team alignment and automation that make Surge more than just a vacation plan. https://theperfectria.com/podcast/221

Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impactful interactions. Curious about the importance of an organized approach to compliance? Learn insights about record-keeping, the role of documentation, and the benefits of involving compliance professionals early in the process. How consistent are you with your practice and guiding the next generation towards leadership and positive influence? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: STOP Delivering Value! [Episode 220] Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley You May Be The Problem https://bit.ly/3qI9oP9

In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to teaching foundational values and leadership skills to the younger generation and emphasizes the significance of guiding young adults and fostering positive influence during their formative years. Jamie stresses that you need to recognize the impact of every choice on your journey of self-improvement and leadership. https://bit.ly/3E4rJsW

Matt is joined by Chris Stanley from Beach Street Legal, a specialized law firm and compliance consultancy exclusively dedicated to Registered Investment Advisers (RIAs). Chris will share how their focused expertise enhances compliance efforts and why starting with a structured and organized approach is crucial. He'll discuss the power of meticulous documentation, the benefits of a proactive compliance strategy, and the collaborative magic of transparency. Delve into the world of compliance fears and how they can be tamed through a methodical approach. Join Matt and Chris as they talk through the secrets of effective compliance management, highlighting the importance of timely attorney involvement and the notion that no question is too small. https://bit.ly/47BzWT3

In today's episode, Matt and Micah dive into a critical distinction between internal team language and client communication when discussing value. Drawing from their experiences, they emphasize the importance of articulating industry concepts in a client-centric manner, ensuring clarity and actionable advice. They highlight the concept of value being subjective and rooted in the client's perception, stressing the significance of empowering clients to define what holds value for them. Education is a powerful tool because you want to enable clients to make informed decisions, and quality prevails over quantity, so be sure to prioritize personalized, practical insights that resonate and simplify. https://theperfectria.com/podcast/220

Using software for tax projects can't replace the expertise of a skilled financial planner or human touch and understanding. The craftsman behind the tools matters more than the tools themselves. Podcasting as a niche-focused, engagement-driven client communication tool is powerful and can enhance an advisor's influence. Understand that your authenticity matters and that active listening is imperative as a financial planner. Starting from the prospect's first impression, do you understand the significance of new client onboarding and the lasting impact it creates? You need to provide exceptional value and a rich experience that exceeds expectations, all the way from initial interactions to long-term relationships. Listen in as we recap this week's highlights and action items. Listen to this week's episodes: You Can't Do A Tax Projection Without Software…Or Can You? [Episode 219] Cutting Through the Noise With Guest Matt Halloran Dude, You Started It! https://bit.ly/3OZQD3b

Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire client relationship. https://bit.ly/45uKL7w

In today's episode, Matt is joined by Matt Halloran from ProudMouth to explore the concept of unapologetically being yourself in your content. This authenticity is the accelerator for influence - the only marketing that truly resonates in today's world. Matt Halloran emphasizes the shift from selling to connecting and that you must build influence that compels people to want to buy, and to do that, you must embrace your authentic self. Authenticity not only avoids burnout but also solidifies your place within your industry. In a world of information overload, regurgitating generic content is just noise, so you want to know your audience deeply, understand their real problems, and address them with passion. This approach creates genuine connections that transform everything. Matthew Jarvis and Matt Halloran will also discuss the vital art of listening. Whether it's through hosting guests on your podcast or interacting with clients, active listening shapes success. This trait differentiates great financial planners from the rest. The wisdom to listen brings about transformational change. https://bit.ly/3YDQXb0

In today's episode, Matt and Micah talk about the intricacies of tax projections and financial planning and the vital role of human expertise and critical thinking. While software can aid the process, it cannot replace the skills of a skilled financial planner, and, unfortunately, relying solely on software can lead to inaccurate results and a lack of awareness of potential errors. They'll also stress the importance of effective communication, asserting that even the most sophisticated software is useless if clients cannot grasp its implications. https://theperfectria.com/podcast/219