The Perfect RIA

Where advisors struggle with prioritizing business AND family.

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Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it is essential to plan for the future of the firm, as well. Although he was running a successful practice already, Joe Curry, President & Financial Planner at Matthews + Associates Ltd., recognized that there were some big shifts that needed to be made to really elevate his practice to the next level. So, in this episode, Joe shares the changes he implemented in his practice and his advice for anyone hoping to do the same.

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

Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and energy to show up more fully for those that matter the most to you. In this episode, Matthew and Micah discuss the misconception of needing to prioritize your business and your clients while also prioritizing family and personal life.

You can find show notes and more information by clicking here: https://bit.ly/3chc3Yr

Highlights from Monday's podcast.

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Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication and a willingness to not only learn new things, but also admit when you could improve on something. As the founder of Brandywine Oak Private Wealth, Michael Henley brings more than a dozen years of experience in providing financial advice and guidance to highly successful families. In this episode, Michael joins Matthew to share his advice on running a successful firm, including the importance of being vulnerable, honest and open to communication.

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

Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what is helping, what is hurting, and how to move past a sticky area that is holding you back. This is your chance to re-evaluate that head trash and finally take it out to the dump where it belongs.

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

Why saying "no" is actually a good thing.

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As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, many advisors feel hesitant to do so during a seemingly volatile time. Even so, it's important to remember that financial advisors and RIAs offer an incredibly valuable service to their clients. So, in this episode, Benjamin Brandt, CPA™ and Founder/President of Capital City Wealth Management, will be joining the show to share his recent experience with increasing his fees and advice for anyone thinking about doing the same.

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

Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You will hear about the important time-management lessons he has learned over the years, as well as how he learned to be more intentional about his time. This is a value-packed episode that will give you all kinds of actionable ideas on how to manage your time and practice more effectively.

You can find show notes and more information by clicking here: https://bit.ly/3I8sH8D

Revisiting the key takeaways from Monday's episode.

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