The Perfect RIA

None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for why we can't implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients.

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

Action items for quadrupling your income and the time you spend out of your office.

https://bit.ly/3hlNTvK

Learn about one of Matt's favorite resources for advising advice.

https://bit.ly/3yPt5ml

Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to do more of what you love. Here to help Matthew and Micah dive into this topic further is Ben Brandt, the host of Retirement Starts Today Radio, co-host of the Retirement Tax Podcast, and founder of Capital City Wealth Management.

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

Learn why it's important to learn from people who have actually done what you want to do.

https://bit.ly/3tcuimp

Learn the value of one-page planning documents.

https://bit.ly/2WGLTa3

The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others will not want to seek financial advice from someone who isn't trained and experienced. So in this episode, Micah and Matthew will be sharing how you can level up in your profession and create the most efficient processes for your team.

You can find show notes and more information by clicking here: https://bit.ly/2Wqc194

Learn how business tips from a barber apply to all entrepreneurs.

https://bit.ly/3Bxixdp

How to communicate with clients about the value of following a process of success.

https://bit.ly/3gkpAhd

When you have too much going on to do what it takes to be the best.

https://bit.ly/3fRSmFz