In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They’ll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as key drivers and the logistics of team training.

https://theperfectria.com/podcast/214

In today’s episode, we explore the art of saying "no", setting intentions to prioritize what truly matters, and seven tips that are stopping you from achieving growth. Discover how advisors can deliver exceptional value to clients, and the power of finding your niche and targeting your ideal customer. Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]

Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan

Niche Slapping Time

https://bit.ly/44i1xqe

Jamie explores the question of whether it's better to be an expert in one subject or have knowledge in multiple subjects. Becoming an expert in one subject has many applications and can propel you forward so it’s important that you find your niche and target your ideal customer avatar or profile. Jamie will also share a step-by-step exercise to narrow down your niche and understand your target audience's demographics, values, interests, and pain points.

https://bit.ly/3JOTeKd

In today’s episode, Matt is joined by Sten Morgan, from Elite Advisor network, to share transformative lessons about delivering value to clients. Sten shared how he helps advisors overcome self-doubt and unlock their potential, and encourages advisors to add six figures or more to their businesses. Discover the power of creating unique experiences, implementing investment decision filters, quantifying your value, and learning from top professionals.

https://bit.ly/3JKI09o

What do you need to pay the most attention to in order to grow, and have you considered the little things that you do that are stopping you from becoming successful? In today’s episode, Matt and Micah tackle 7 things you need to stop doing in order for you to get to that next level. While some might be simple and others might be uncomfortable, they all require you to be intentional with your actions and activities.

https://theperfectria.com/podcast/213

Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology to increase the value you’re delivering to clients? Are you guilty of not following your own rules and boundaries, thinking that it’s helping others? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

Trying To 10X? Just Do The Work! [Episode 212]

Leveraging Technology With Guest Ben Goss

Charity Is Toxic?

https://bit.ly/3JzXPzO

As an advisor, you want to help people. You’re likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at what expense? In today’s episode, Jamie discusses why you need to set expectations and have clear rules that you follow so that you balance helping clients while still focusing on your growth and goals. Giving to others and helping them is important, but there is a point where that charity can be toxic and impact not only the value you’re delivering to clients but your profitability and the client as well.

https://bit.ly/3r6zZ8r

As humans, we aren’t necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today’s episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well.

https://bit.ly/46kxwYh

2Xing is great, so naturally 10X sounds even better, right? But is it actually easier? In today’s episode, Matt and Micah talk about how sometimes people forget about doing the work that must be done in order to 2X and move the needle in your business. There isn’t a magic wand that will skyrocket your growth, so they’ll go through steps you can take and the work you need to put in to get closer to 2X.

https://theperfectria.com/podcast/212

Are you looking for an excuse for why you can’t do the hard things? How much practice are you putting in, and are you seeking out those who are excelling? Do you fall off your routine or think that outside of surge, you don’t have to be intentional about your time? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

Stop Being Lazy [Episode 211]

Improving Through Mentorship And Practice With Brady Bassford

God Didn’t Make Tables!

https://bit.ly/3Np39ab