The Perfect RIA

https://bit.ly/3hHrRB0

What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit down and discuss this exact issue. You or other advisors around you may have a specific number in mind when thinking of what is appropriate to charge for your services, but in this episode, you will hear why it's not about the price—and what you should be focusing on instead.

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

https://bit.ly/31pOVPV

We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So today Matt and Micah are discussing how and when to "fire" a client. They'll cover everything from the reasons why advisors struggle to give up clients to various techniques for making a clean cut.

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

https://bit.ly/3axvI1n

One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear or unrealistic predictions being made by our prospects. So today Matt and Micah are sharing their tips for managing expectations so that when your prospect walks in the meeting room, they know the massive value they are about to receive.

You can find show notes and more information by clicking here: https://bit.ly/33b52lD

https://bit.ly/2DI9jlY

Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities firmly in place in order to succeed. By intentionally using your focus and your energy in certain ways, you will be able to set the bar higher and deliver that massive value to your clients.

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

Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you've probably made your fair share. And the truth is, how you handle your mistakes says a lot more about you as a person and a professional than your mistakes do. So in this episode, Matt and Micah discuss how to embrace your mistakes—and become better because of them.

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

What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could successfully have surge meetings without delegation? Today Matt and Micah are breaking down some of the most common misconceptions about delegation, as well as the top five mistakes advisors make in this area.

You can find show notes and more information by clicking here: https://bit.ly/32ealjA