Action items following our special episode featuring a rare guest.

https://bit.ly/3sjyL7P

Why you need a team you can trust if you want to deliver massive value.

https://bit.ly/3t3XwnW

Providing your clients with massive value is something that is talked about often on The Perfect RIA, but it's also important to ensure you have time for your loved ones while also showing up with the right mindset every single day. No one knows these topics more than Floyd Shilanski, the President of Shilanski & Associates, Inc. In this episode, he will be sharing his wealth of knowledge from his many years of experience in the financial planning industry, as well as the most valuable tidbits from his book, Registered Investment Advisor (RIA) From Scratch.

You can find show notes and more information by clicking here: https://bit.ly/3Bs7Qtx

Action items and key lessons from Monday's episode.

https://bit.ly/3GVpeIt

Key things to think about with surge meetings.

https://bit.ly/351IDdx

How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you're doing to your clients (or prospects) will allow them to recognize how much value you are adding to their life. So, today Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

You can find show notes and more information by clicking here: https://bit.ly/34w43il

Why client segmentation is generally a bad idea—and what to do instead.

https://bit.ly/3gJ4ZTD

Learn how you should be thinking about raising your fees.

https://bit.ly/3JdTP5s

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn't always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massive value instead.

You can find show notes and more information by clicking here: https://bit.ly/3H0xqIc

Proven action items for you to take this week.

https://bit.ly/34x3HYX