The Perfect RIA

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they're the right fit for your firm, and who is the right fit for them. On today's episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients.

https://bit.ly/44QEP9s

Have you ever experienced someone telling you that your growth plans are wrong or not achievable? If so, then you've had the unfortunate experience of dealing with someone else placing their head trash on you. On today's episode, Matt and Micah talk through this idea of a capacity wall and why under no circumstances should you believe that it exists! They'll share why you need to look past your self-limiting beliefs and instead focus on where you may need to shift or pivot to continue your growth.

https://theperfectria.com/podcast/205

Would you run a marathon the day you decide to start running? If not, then you'll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in content marketing and using social media to gain clients? What are you doing to prepare for presentations that are in less-than-ideal conditions? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

Did Surge Abandon You? [Episode 204]

Content Marketing With Guest Dave Zoller

Amateur Hour

https://bit.ly/3VyHK2j

When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don't take the time to practice, how do you know how to handle scenarios such as phones ringing or side talk? On today's Worlds To Conquer, Jamie walks through a recent rehearsal in her office for a client event and why you always need to be prepared for imperfect conditions.

https://bit.ly/3padZZz

Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of What Works Wednesday, Matt is joined by Dave Zoller of Streamline Financial Planning, who has created a successful system and process for attracting clients and referrals through social media and content marketing. Dave will share how he started creating content and the importance of being intentional about educating others and about your time.

https://bit.ly/3pcJbHh

If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can't go from zero meetings to thirty and expect that it'll go well and that you won't burn out. On today's episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practice now.

https://theperfectria.com/podcast/204

Have you considered that your productivity may be stagnant because you never leave the office, you're constantly working, and therefore never NOT working? Have you taken time to think about what you get out of your work other than money and financial stability and how you would replace that if you were no longer working? How do you handle mistakes, and do you listen to your gut when you think things may be off track? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

The Office Will Burn Down If You Go On Vacation [Episode 203]

What Works Wednesday - The Seller's Journey With Guest Denise Logan

Worlds to Conquer - When #$@# Goes Wrong

https://bit.ly/3Vdoirp

Don't kid yourself. You know that it's not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full on panic mode and is your team trying to appease a client, and in reality only making it worse? On today's Worlds To Conquer, Jamie goes through the steps of how to handle those situations and how to come together as a team to make sure they don't happen again.

https://bit.ly/424abHm

The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or unexpectedly, involves so many emotions as so often we equate who we are with what we do. On today's What Works Wednesday, Matt is joined by the author of The Seller's Journey, Denise Logan, to discuss why you should have your own exit strategy, the importance of working through the emotions that come with selling your business, and why planning for your own exit can help you connect and provide more value to your business owner clients.

https://bit.ly/3L5t4mm

Is having an office that hasn't been burnt to a crisp the threshold you're working under when you take time out of the office? Or are you operating on the extreme end of having your team handle tasks that only you can do while you're gone? On today's episode, Matt and Micah talk through the process of taking time out of the office and the need to fear set with your team and your family to make your vacation, and the absence in your office, a positive one.

https://theperfectria.com/podcast/203