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