Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Why Are 50 Clients Too Many? [Episode 210]

Core Values With Guest Ross Welte

Leaders You Shouldn't Follow

https://bit.ly/3qM7T2c

Are you the type of leader who wants to be liked, and you'll do everything to make that a reality? What if, by doing that, you're destroying your organization? In today's episode, Jamie shares the worst type of leader and the consequences of creating an environment where your team has no accountability.

https://bit.ly/46mMLzY

Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today's episode, Matt is joined by Ross Welte from 5 Stone Financial Group to talk about why choosing to take action helps you to keep improving. Ross will also share how he and his business partner use core values as a filter for every business decision that they make, including which clients they choose to work with.

https://bit.ly/43IcS2E

If an advisor says that it's only possible to serve a certain number of clients, would you believe them? Instead, you should consider where that and any other limiting beliefs come from. On today's episode, Matt and Micah shut down the idea that advisors can only have a certain number of clients in order to provide more service than others. Listen in as they share what numbers you need to be looking at and why it comes down to what you're solving for and being intentional.

https://theperfectria.com/podcast/210

How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but are you simplifying explanations? How much weight do you give to the words that you're using? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Creating Valuable Content [Episode 209]

Making Taxes Easy with Guest Steven Jarvis

Words Matter

https://bit.ly/3P31k5e

Do your clients need financial credentials to understand what you're saying because it's all industry jargon? And if you think that hitting a certain number of words per minute equals a great client meeting, you may want to adjust your goals. In today's episode, Jamie explains why what you say is so important, especially when responding to clients' questions about not outliving their income in retirement.

https://bit.ly/3CdABeK

When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How about instead, you simplify something that is complex and, in turn, empower your clients to take action? In today's episode, Matt is joined by Steven Jarvis from Retirement Tax Services to discuss why you need to focus on certain areas of tax planning and why explaining tax strategies as simple as possible and being proactive leads to a better understanding and a higher level of trust.

https://bit.ly/42tNagP

Creating content is easy, right? You hit record or start typing, and then it's magic! What typically happens is you forget your ABCs as soon as you hit that record button, or the words just don't flow when you need them to. In today's episode, Matt and Micah talk through how the process of creating content, like most things, requires being intentional and putting in the reps.

https://theperfectria.com/podcast/209

Are you connected with others who have the same mindset as you that can help you understand what's really happening in your practice? Are you open to delegating to team members so that you can increase your productivity? Are you open to criticism, and are you surrounding yourself with people who push you toward success? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Why Financial Undressing Matters [Episode 208]

Team Building For Financial Advisors With Guest Christine Timms

Taking Criticism

https://bit.ly/3qj1onb

Are you a keyboard warrior or the one calling the shots from the cheap seats? Or are you constantly praising others or expecting the same in return? Criticizing from a place of judgment or for the sake of starting a fight leads you to the same place when you deliver nothing but praise…nowhere. In today's episode, Jamie explains that there's a right way and a wrong way to deliver criticism when the end goal is to focus on success.

https://bit.ly/43mA1aG