The Perfect RIA

Questions to ask and things to look out for when interviewing attorneys.

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We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have a crappy marketing plan to begin with. This is one of those topics that Matt and Micah are one part excited, one part annoyed by because there are literally dozens of books and thousands of articles on how to get referrals, but very few of them are written by advisors. So in this episode, the guys are breaking down how to make the referral process feel less sleazy and more authentic.

You can find show notes and more information by clicking here: https://bit.ly/35izvya

Key takeaways from one of Matt's favorite books.

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At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up for so many advisors. They also outline the key elements to deciding on the right fee structure and choosing pricing that reflects the value that you deliver.

You can find show notes and more information by clicking here: https://bit.ly/38IEk50

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"Should I leave my broker dealer this year?" is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They discuss the experiences they have had with broker dealers, comparing the good and bad aspects of them, as well as the right way to go about leaving one if you chose to do so.

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

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Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it's also about the way you deliver it. In this episode, Matt sits down to chat with Sten Morgan, a fellow financial advisor who has developed a method for rapid success. You will hear Sten's best tips and insight on delivering massive value and triggering massive growth.

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

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