The Perfect RIA

Four things you need to do in order to transform your practice.

https://bit.ly/3t427b7

Learn what you need to be paying attention to in client meetings.

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Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting—just to name a few. In this episode, Michael and Matthew discuss their advice for building a sustainable and sizeable practice, including what mindset you need to have to make this model work.

You can find show notes and more information by clicking here: https://bit.ly/33Rqizc

Action items for streamlining your process and delivering the same massive value in less time.

https://bit.ly/3mNRHsr

How to avoid wasting your client's time—and your own.

https://bit.ly/3eCXbl3

Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much on something that isn't productive or thought-out, it may actually end up hindering your growth and prosperity. So, in this episode, Matthew and Micah will be explaining how much time certain tasks should take so that you can increase the value you are bringing to your clients, your employees, and your practice.

You can find show notes and more information by clicking here: https://bit.ly/33ya9hP

How to make sure you're a top performer—no matter what.

https://bit.ly/3Ejeq5C

How to get out of the victim mindset.

https://bit.ly/3mb6JIo

Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it.

https://bit.ly/3sdjMga

How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at capacity and that there is no possible way you could take on more clients, then you're never going to grow your business. So, in this episode, Micah and Matthew will be sharing how to clear out that head trash so you can reach your full potential within the industry.

You can find show notes and more information by clicking here: https://bit.ly/31Qeoo6