The Perfect RIA

Action items to help you deliver massive value—without giving out your cell phone number.

https://bit.ly/3MoGklH

Learn why it's so important to take a client's entire situation into consideration when giving advice.

https://bit.ly/3vuEJoF

There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actually thwarting massive value? In this episode, Matthew and Micah chat about how to delineate between the different types of communication and how you can add massive value without being on speed dial.

You can find show notes and more information by clicking here: https://bit.ly/3Ilrc6j

Action items following our special episode featuring a rare guest.

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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