The Perfect RIA

Matt shares important takeaways from a book he wishes he'd read early in his career.

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Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach this, including the "right" and "wrong" ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a rollover.

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

Learn why you must communicate your allocation strategy to your clients.

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When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand.

You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi

Learn key takeaways from one of the most powerful books Matt has read in the last five years.

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Hear about an important lesson Micah learned when meeting with a client's daughter.

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Learn how to handle having employees who aren't a good fit for your company.

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It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn't be overlooked.

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

Learn why it's not always a good idea to bring on clients' family members.

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When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that same level of success? In this episode, Matt and Micah discuss how to take extreme ownership of situations so that instead of feeling angry or belittled, you feel empowered to learn from the people around you.

You can find show notes and more information by clicking here: https://bit.ly/37KM3jg