The Perfect RIA

Technology has developed significantly in the past several years, helping advisors grow their businesses, keep track of many moving parts, and—of course—provide more value. However, as technology advances, the number of issues and scammers that pop up also increases. So, in this episode, Matthew will be speaking with Dustin Frost, President of Attentus Technologies, about what you should consider when hiring an IT services company to ensure you’re protected and prepared for any problems that may pop up.

You can find show notes and more information by clicking here: https://bit.ly/3ORC4vt 

The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, Micah is joined by a mastermind attendee who has made some big goals and incredible progress. Cameron Valadez from Planable Wealth joins the show to discuss his experience increasing fees AND value.

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

How to stop yourself from overcomplicating things, especially when it comes to Roth conversions.

https://bit.ly/3QFk8Gl

Tips for figuring out a client's taxes.

https://bit.ly/3bhIB4a

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions.

You can find show notes and more information by clicking here: https://bit.ly/3b5ZCyp

Recapping the key takeaways from Monday's episode.

https://bit.ly/39yhMrX

Working fewer hours is a goal for many advisors. Working fewer hours and getting higher pay is even more sought after. However, for many advisors, this feels too far out of reach. So, how did Libby Greiwe make it happen? In this episode, Matthew and Libby disclose the processes she put in place to be able to make this incredible dream a reality.

You can find show notes and more information by clicking here: https://bit.ly/3zB5dGR

In today's episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they take some time to debrief with Micah about their key takeaways from the Ed Slott conference, as well as the importance of the in-between conversations, a huge detail about HSA contributions, helpful ways to apply the information you learn, and more.

You can find show notes and more information by clicking here: https://bit.ly/3Q3KO35

Diving deeper into one of the key tenants of The Perfect RIA.

https://bit.ly/3NFFVvJ

What to do when your client is retiring during a downturn in the market.

https://bit.ly/3NBvedu