If you’re good at what you do, it’s understandable that there can be endless opportunities available to you. On today’s episode, Matt is joined by Ben VerWys, the founder of Fiduciary Financial Advisors, to share his experience, from starting as a W-2 employee to building his own firm. Ben will share the gaps that he believes exist in the industry and that there’s a path to providing value to your clients while also living your ideal life.

http://bit.ly/3Yf36BD

With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On this episode, Matt and Micah explain the concept of surge and how it’s about being intentional and providing the most value to your clients. They’ll share the importance of your team’s involvement and getting them on board.

For advisors who have been implementing surge, Matt and Micah will also discuss ways to level up to continue to improve your surge meetings. Listen in as they talk about some of the head trash that they still deal with and the best way to start your client meetings.

https://theperfectria.com/podcast/191

Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week’s highlights and action items.

Listen to this week's episodes:

Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]

What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris

Worlds to Conquer - Surge: Schedules and Teams

Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks

http://bit.ly/3wwK1z8

You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and understanding of when this will deliver the most value to clients. Listen in as she also discusses the different pods within her firm and how to create an environment with a strong team that performs at their highest level.

http://bit.ly/3WM6N0y

There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make changes in yourself and your practice? In this episode, Matt is joined by Bryan Garris from TriaGen, to talk about getting uncomfortable and how having an accountability partner can help you achieve your tough goals. Bryan will share how he transitioned from a BD to an RIA and how by becoming more intentional he’s able to be more efficient and grow his practice.

http://bit.ly/3WJrE4O

It’s possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your clients in a unique, personalized way that requires fairly minimal effort. In this episode, Matt and Micah discuss how they’ve utilized video messaging in their firms to improve the client experience and create additional touchpoints; however, not all videos are created equal. Listen in as they share their tips to make this powerful communication tool a positive one and a way to ensure your clients are excited each time they hear from you.

https://theperfectria.com/podcast/190

What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week’s highlights and action items.

Listen to this weeks episodes:

What If You HAD To Double Your Productivity?!? [Episode 189]

What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman

Worlds to Conquer - Defining Value With Your Team

http://bit.ly/3j0pCPV

Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today’s episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn’t value.

http://bit.ly/3ZSwBen

Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On this episode, Matt is joined by Chris Michalman of Integrated Financial Partners in Derry, NH, to talk about how he first implemented surge in his practice and his experience in graduating clients. Matt and Chris will share the emotional aspect that goes along with transitioning clients while knowing that it’s in their best interest, and also discuss how making these changes help you to better serve the right clients and become more valuable to them.

http://bit.ly/3ZWWPfw

We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours and choose to double productivity and crush the day. In this episode, Matt and Micah discuss their top recommendations for how you can improve your productivity. It’s easy to let small moments distract you from your work, but that time adds up and takes away from your productivity.

Listen in as they share how some small but sometimes painful changes can greatly improve your efficiency and productivity. They’ll also discuss ways to help be proactive about potential distractions to help get you back on track.

https://theperfectria.com/podcast/189