The Perfect RIA

If you're like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you've heard of surge meetings but don't think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be discussing how to get over that way of thinking so you can implement this practice and create more time in your life for the things you actually want.

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

Action items for staying on top of your personal development.

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Hear a snippet from Matthew's book, Delivering Massive Value.

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When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matthew and Micah will be discussing the importance of a Personal Development Budget and how to incorporate more impactful information consumption into your workweek.

You can find show notes and more information by clicking here: https://bit.ly/3beKU4A

Three action items to help ensure you only serve your ideal clients.

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Important considerations for keeping your team at the top of their game.

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The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met.

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

Get key takeaways from one of Matthew's favorite books.

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What you can do today to put yourself in a better position in regards to tax planning.

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How to stick to your guns when it comes to charging what you're worth.

https://bit.ly/3BGGwqH