The Perfect RIA

Recapping this week's episodes and action items to implement right away.

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How surge works with family units and dynamics.

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We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards, and so are the people we surround ourselves with. When you actively choose to surround yourself with people who share your ambitions or have achieved the things you are after, it elevates your life. Aaron Walker, life and business coach, mastermind group facilitator, author, and trusted advisor, joins Matthew in this episode to share his advice for those looking to be not only successful, but also significant.

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

If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6 months could cause mutiny, so it's important to clearly communicate your framework and what they can expect. Matthew and Micah dive into this dilemma today and share insight into how you can plan, prepare, and ultimately deliver incredible value to clients in a new-to-surge situation.

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

Action items from this week's episodes.

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How to make surge as efficient as possible.

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The CFP® designation has been the standard of excellence for financial planners for decades—and it's easy to see why. The highest designation in financial planning, combined with the commitment to high ethical standards, sets advisors holding this designation apart from the rest. So, what comes next after you receive your CFP®? And how can we implement processes to ensure our practices run as smoothly as possible? Jeff Rattiner, President at Rattiner's Financial Planning Fast Track, Inc., joins Micah today to share the answers to these questions and more.

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

Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are flying. Matthew put together a challenge between advisors to create a financial plan in 30 minutes on stage. Get out your gloves and listen in to hear about why he's doing that and what we can all learn from other advisors.

You can find show notes and more information by clicking here: https://bit.ly/3w9ARZB

The differences in how Matt and Micah run surge.

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The importance of figuring out your value adds.

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