The Perfect RIA

How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z

When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule trips right after surge and why those trips are key to helping make an important transition and provide structure. From celebrating with your team to heading into project mode, finding inspiration and taking time with family, the guys have a ton of great advice and insight for you.

You can find show notes and more information by clicking here: https://bit.ly/3nQtW25

Learn why advisors fail and the importance of following a success process.

https://bit.ly/33BktTd

Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor.

You can find show notes and more information by clicking HERE

Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm

When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this episode, Matthew and Micah explain the importance of having one main focus for every point of communication and why there is always room for improvement. You can find show notes and more information by clicking here: https://bit.ly/3dUOrpS

Matt shares how to avoid procrastination and the importance of working towards your goals.

https://bit.ly/2QwYfyF

Learn how to avoid making mistakes that will ruin your chances with a prospective client.

https://bit.ly/32tmAYE

Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader in the Wealth and Investment Management Division. With over 15 years of experience, he specializes in attracting and retaining the top-performing talent in the industry for single-family and multi-family offices and RIAs.

You can find show notes and more information by clicking here: https://bit.ly/3sS4Ph9