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

In today’s recap, we’ll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of taking risks, embracing rejection, and finding a proven strategy to attract clients. 

We’ll also recap the insights from Philip Taylor, the founder of PTmoney.com and FinCon, who shares tips for financial advisors attending events to grow their businesses. 

And, we’ll talk about Jamie’s recommendations for overcoming fear and pursuing greatness, urging you to take action and draw up a plan to achieve your goals. 

Listen to this week's episodes:

You Thought It Would Be Easy…[Episode 218]

Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor

Stop Being A Failure

https://bit.ly/3QQpG3p

Jamie delves into the power of fear and how it holds us back from achieving greatness. She encourages reflection on moments of uncertainty and discomfort in their lives, emphasizing that fear of failure and lack of control often hinder progress. Have you asked yourself, "What if this works?" and taken steps to create a plan to overcome fears and pursue your dreams? And are you surrounding yourself with supportive people and like-minded professionals? Don’t settle for mediocrity.

https://bit.ly/3QxpO7z

Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for personal finance bloggers and how it evolved into a collaborative event focused on sharing ideas and fostering a sense of abundance among money experts. They discuss the inclusive speaker selection process, the diverse tracks offered at FinCon for financial advisors and coaches, and the importance of embracing a unique voice in content creation. Additionally, they highlight the significance of treating blogging as a dynamic and constantly evolving entity, emphasizing proactive content monitoring to stay relevant and connected with the audience. 

https://bit.ly/3qsif7p

Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They’ll share how they make sure to draw a clear line between marketing and advertising activities, highlighting the need for measurable ROI and client action and caution against falling into the trap of following flashy success stories without considering the hard work behind them. 

https://theperfectria.com/podcast/218

Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delivering actionable advice, financial advisors can provide much-needed assistance to clients while ensuring they stay on track toward their goals.

We’ll also recap an inspiring journey to success with a focus on doing the work and being intentional in achieving one's financial ambitions.

Also, have you considered charging for prospect appointments? By charging for their time, advisors can filter and prioritize prospects, ensuring a focus on those genuinely interested in their services.

Listen in to this week’s highlights and action items.

This week's episodes:

Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima

Fricken DIY’ers

https://bit.ly/3Qsn7Es

Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering individuals who sought to extract valuable information without any intention of becoming clients, referring to them as "brain suckers," they realized that their negative attitude towards these meetings was counterproductive. People approached them seeking information, which prompted a change in approach to charging for prospect appointments. No matter what, your primary focus should always be on delivering as much value as possible during these meetings.

https://bit.ly/3Okps1p

Amyr Rocha Lima joins today’s episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It’s time that you "stop the noise" and not be influenced by negative external factors or opinions. Instead, Amyr encourages listeners to focus on doing the work and learning from those who have more experience.

https://bit.ly/3OHX4HW

Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY investors. They’ll talk about the importance of setting expectations for delivering massive value during client meetings and how to avoid confusing value with the volume of information. Later, they’ll discuss the significance of tailoring the financial plan to the client's goals and answering their questions effectively, as well as how a one-page financial plan can be concise yet comprehensive, driving action and fostering ongoing client relationships while offering guidance and a structured approach for young advisors.

https://theperfectria.com/podcast/217