In this episode, Matt Johnston introduces a new service called RIA Executive Engine. Matt is joined by his colleague and partner, Marc Butler, to discuss trends in the RIA world and the importance of strategy and execution in achieving organic growth. They explain how the tool offers a self-assessment, identifies areas for improvement, and provides options for support and resources, ranging from simple solutions to fractional roles. 

In this episode, Matt emphasizes the significance of ownership and accountability in the financial services industry, distinguishing between a job mentality and an opportunity mentality. He stresses that taking full responsibility and accountability for one's circumstances, work, and life is crucial for success, as a lack of ownership can lead to a victim mentality, while full ownership fosters growth, change, and meaningful progress. By adopting an ownership mentality, individuals can break free from limiting beliefs and create a more fulfilling career and life.

In this episode, Matt discusses actionable steps to enhancing your professional growth, including identifying areas to focus on, falling in love with practice and finding a supportive community of inspiring individuals. Tune in to this short but powerful episode that offers fresh perspectives on personal and professional growth in the industry.

In this episode, Matt shares invaluable strategies and conversational tracks for financial advisors to confidently approach and navigate wealth transfer discussions. Learn how to become an indispensable resource, helping clients secure their legacies and ensure a seamless transition for future generations.

Advisors often avoid discussing wealth transfer opportunities with clients due to potential concerns around competency, initial intent, and client privacy and trust. However, it's crucial to address the topic to help clients achieve their financial goals. Advisors must develop their competencies, position themselves to handle clients' entire financial picture, and understand clients' family dynamics to effectively communicate the value of wealth transfer strategies. 

In this episode, Matt delves into where the greatest market opportunities lie. He highlights the future impact of money in motion through wealth distribution and liquidation, emphasizing the importance of expert advice and guidance for these market segments. As financial advisors, we must become experts in these areas to effectively serve our clients and avoid the potential loss of assets and significant impact to our enterprise value.

In order to compete successfully in the upcoming year, Matt highlights several key points to focus on: the importance of character development, perseverance, viewing practice as a learning opportunity,  and seeking support from mentors and coaches. Recognizing that effort is crucial and that results take time is essential for sustainable success. 

As we begin a new year, many are focused on setting goals and resolutions to positively impact their business and the lives of the clients they serve. How will you stay committed to your goals? In this episode, Matt shares a few key ideas to keep you on track and motivated.

Our industry provides massive opportunity, yet we are still just scratching the surface. In this episode, Matt reflects on his time at the Tiburon CEO Summit and shares current data and trends in the industry and offers ideas for how to leverage those insights for growth in 2024 and beyond.

The Power of Story highlights the need of having a distinct and original value proposition in business. A message that should be tailored to clients' needs, be memorable, stay with them for a period, and help to create a long-term relationship. This story should unfold in conversation, focusing on clients' priorities and concerns. By focusing on a framework that Matt provides, advisors can create a more effective and memorable value proposition that resonates with clients and helps them navigate financial challenges.