The Perfect RIA

In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better, more mutually-beneficial relationship with them.

You can find show notes and more information by clicking here: https://bit.ly/36BhKxw

Action items for delivering massive value.

https://bit.ly/3Nm7NFh

The value of the one-page plan.

https://bit.ly/3IxJIaL

Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn't like anyone else. One way to do this is to learn from other advisors in the industry who are making a difference and have seen the success that you desire. So, in this episode, Matthew is joined by Reese Harper, the founder of Dentist Advisors and someone who is making a big impact in the advisory space.

You can find show notes and more information by clicking here: https://bit.ly/3i0l7AB

Action items for finding time in your practice.

https://bit.ly/3IfhoK7

What to do before surge—and any other value-adds.

https://bit.ly/3MTFnlB

That's a great idea…but I don't have time. Someday I'll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to this episode, as Matthew and Micah dive into the issue of time and what it means to take intentional control of the time you have. You'll learn key tips that will allow you to make the best use of your working hours without getting overwhelmed.

You can find show notes and more information by clicking here: https://bit.ly/3tVN9TJ

The negative impacts of giving a discount.

https://bit.ly/37bQeHh

How to invest money for your clients.

https://bit.ly/3CrpwpP

All advisors and practice owners feel fear at some point. It's a natural part of growing your practice. And unless you are completely certain of the value you are providing to your clients, it can be uncomfortable discussing your fees and articulating your fee structure. But if you downplay your fees or make excuses for them, you're far more likely to be asked for a discount. So, in this episode, Micah and Matthew will be sharing how to get rid of the head trash surrounding your prices so you can finally ask for the fee you're worth without any stress.

You can find show notes and more information by clicking here: https://bit.ly/3thyd1A