The Perfect RIA

Key takeaways from this week's episodes.

https://bit.ly/3y8PYn5

Beginning a month-long series all about onboarding brand new clients.

https://bit.ly/3E9Sg9k

Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important for focus and stress management, and can even be beneficial for long-term health. But do you think your practice could run without you for an entire month? Taylor Schulte, Founder of Define Financial, joins the show to share his experience with going completely offline for an entire month, including how he prepared his practice and the things he did in the lead-up.

You can find show notes and more information by clicking here: https://bit.ly/3xAqdvy

Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still having trouble knowing what to say and how to add value to your meetings, this is the episode for you. Matthew and Micah jump in to share some of the origins of the value-add, how they struggled in client meetings at first, and what helped them find more confidence in their meeting times with clients and prospects.

You can find show notes and more information by clicking here: https://bit.ly/3LIA20m

Helping your team to help you.

https://bit.ly/3SgTJPx

What young advisors need to know in order to grow their practices.

https://bit.ly/3BMVMnb

Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allows you to establish a reputation within your niche and enhances your client-acquisition efforts. In this episode, Don Hilario, Founder of Hilpan Moxie Wealth Management, will be joining the show to share how he found his niche serving Big Tech, how he structures his day to maximize productivity, and his advice for any advisors searching for a way to be more intentional with their workdays.

You can find show notes and more information by clicking here: https://bit.ly/3S2Ku5h

Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit down to address the difficulties in delegation and share insight into how they help their own team members run triage on client requests. If you're hoping to carve out more time for yourself and empower your team in a way that allows your business to grow, this episode is for you.

You can find show notes and more information by clicking here: https://bit.ly/3db2Di4

Action items from this week's episodes.

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The right way to terminate someone you know shouldn't be on your staff.

https://bit.ly/3f1iP6k