The Perfect RIA

Do you find yourself making excuses as to why you could never have your dream practice? Or are you afraid of doing things unless you feel they're perfect? On today's episode, Matt is joined by Bryan Sweet from Sweet Financial Partners to share how he's created his perfect practice. Bryan shares why you should focus on doing the things you're good at and why you need to focus on smaller steps to help you reach your bigger goals while playing the long game. Bryan will also talk about how living in a small town has been an advantage both with the clients he serves and with his team.

The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

http://bit.ly/3Z3qH9k

Do you have big aspirational goals? Elon Musk's goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones needed in order to get there, or do you think there's some silver bullet? On today's episode, Matt and Micah talk about how in order to hit your goals and 10x your practice, you need to actually be doing things to move that needle. That means the reps, the personal development, and choosing to do things differently than you've done before.

The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

https://theperfectria.com/podcast/195

Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be proactive and find fulfillment? And have your goals died this month, or are you ready to take action towards 10Xing your practice? Listen in as we recap this week's highlights and action items.

The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Listen to this week's episodes:

Lifestyle Is Worth Less Than Wirehouse [Episode 194]

What Works Wednesday - Finding Fulfillment With Coach Brett Baughman

Worlds to Conquer - Are You Ready To 10X Your Practice?

http://bit.ly/3xRT2Uj

Warning! If you are ready to give up on your goals, then just move along. Really… We recommend that you only listen to today's Worlds To Conquer if you are ready to do the work and you want to make a dramatic change in your life to 10X your practice! Jamie is ready to share the top things you can do to take steps towards action and achieving greatness.

The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

http://bit.ly/3KzhuRX

How do you get to the point where you're at, or getting towards, your highest potential? And do you spend your day being reactive instead of proactive? On this What Works Wednesday, Matt is joined by Coach Brett Baughman, to discuss the importance of a morning routine that will help you to work at a higher level. Brett will share how meditation can help you create your day internally so that you're focused on more strategic, objective thinking.

The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

http://bit.ly/3XRkX0U

Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today's episode, Matt and Micah look at practice valuation and share the importance of looking at real numbers. If you're interested in selling your practice, you must pay close attention to actual numbers, not just what someone assumes is happening. But what if you have no interest in selling your practice? Listen in as Matt and Micah discuss why, no matter what, you need to look at your real data and pay attention to what you're measuring.

https://theperfectria.com/podcast/194

The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

If you think you're delivering too much value (really??!), it may just be that you're failing to deliver it correctly. When you're creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions? Listen in as we recap this week's highlights and action items.

Listen to this week's episodes:

What Is Too Much Value? [Episode 193]

What Works Wednesday - Client Events With Chad Hufford

Worlds to Conquer - Your Surge Questions Answered

http://bit.ly/416shZm

Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week's Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge.

http://bit.ly/3YSPqN4

How are you deciding ways to connect with your clients throughout the year? If it's to update them on the latest news story without any true purpose, then you might be doing them a disservice. On today's episode, Micah is joined by Chad Hufford, a fellow Alaskan from Veritas Wealth Management, to talk about how he creates events and touchpoints that help build momentum and educate his clients. Micah and Chad will also discuss the lens to view with deciding what content to share as well as why you don't have to be the expert in everything to add value to your clients.

http://bit.ly/411IXRZ

When you imagine value as a sledgehammer, does that seem positive or negative to you? On today's episode, Matt and Micah talk through what it means to deliver value and how it can never be too much. However, it's important to understand what is considered valuable and what isn't (such as calling a client just to say 'hi'). Listen in as they share why providing value is about focusing on what is beneficial to your client and why you want to look at all areas in your life where you can add value to others.

https://theperfectria.com/podcast/193