The Perfect RIA

How to ensure your clients see the value in working with you.

https://bit.ly/3vUY0zg

How to make sure your clients are an ideal fit.

https://bit.ly/3kuCryW

One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to meetings with clients where we aim to deliver massive value. This episode is full of visuals on the whiteboard so be sure to check out the video version of the podcast so you can get a better understanding of the concepts.

You can find show notes and more information by clicking here: https://bit.ly/377pUP6

Action items that can directly result in you having more prospects.

https://bit.ly/3Kwv1pt

How to set the stage for communicating what really matters.

https://bit.ly/38CsVHo

Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your prospect numbers. Matthew and Micah share specifically how they 'put in reps' and how that, along with not playing office and other important aspects, has allowed them to develop a solid flow of prospects.

You can find show notes and more information by clicking here: https://bit.ly/3EOWOR2

What makes an effective communicator.

https://bit.ly/3vPkuk7

What it means to show up for surge and why it's so important.

https://bit.ly/3OJ94Xs

As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings.

You can find show notes and more information by clicking here: https://bit.ly/3EjVV2v

How delivering massive value relates to tax returns.

https://bit.ly/3L8dntf