The Perfect RIA

Learn how you should be thinking about raising your fees.

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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.

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How to make your meetings more effective.

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There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn't do in client meetings.

You can find show notes and more information by clicking here: https://bit.ly/3qZ3buy

What you need to know about charging the right level of fees.

https://bit.ly/3IIlMCm

A real-life story of a massive security breach—and how it was handled.

https://bit.ly/3GNh99e

Follow-up items to focus on regarding rockstar questions.

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Tips for finding even greater success with your prospecting and onboarding process.

https://bit.ly/3K8ewRu

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we're always exceeding expectations.

You can find show notes and more information by clicking here: https://bit.ly/3Jfl6VN