The Perfect RIA

In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it's easy to get defensive, a better idea is to sit down and chat about the difference between what Micah and Matthew consider a lifestyle practice and this other kind of practice that actually is a lazy practice. It's an important thing to think about so we can make sure we are evaluating our practices and goals fairly.

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

Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and explain why it is so important to be able to articulate taxes to your clients in a way that they understand.

You can find show notes and more information by clicking here: https://bit.ly/3gha2IL

Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj

We've all heard the phrase "dressing for success," but do you really believe that how you dress matters? If your answer is no—or if you're on the fence—then you need to listen to this episode and find out why the way you dress can have a huge effect on your success.

You can find show notes and more information by clicking here: https://bit.ly/2M9dVSZ

Hearing rejection time and time again can be a soul-crushing experience. In today's episode, business coach John Barron stops by to share his approach to the sales process that will have you never again questioning whether you're likable or trustworthy—and have you closing more sales.

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

When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today Micah and Matthew are discussing jealousy and how to overcome this mental block so that you can achieve the success you deserve.

You can find show notes and more information by clicking here: https://bit.ly/2T6JhNN

Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and today they explain their reasoning behind their response to this query, as well as why there is always a good reason to switch to surge.

You can find show notes and more information by clicking here: https://bit.ly/2SSx0wx

Today's topic is one that can be a bit of a hot button, but it's something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit down to chat about how you can really help your clients when it comes to making the right long-term care decisions well before it becomes necessary, as well as how to mitigate the risks of retirement and guide clients through the maze of long-term care planning and insurance.

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

There's a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired up about this thing called fee compression and how giving valuable advice seems to have gone out the window, so today they're talking about why many people are focusing on the wrong issues and what to focus on instead.

You can find show notes and more information by clicking here: https://bit.ly/2Kz56AT

Sitting down with a potential client who is reluctant or doesn't see your value from the start is something that can mess with you if you don't have a plan. So today Matt and Micah will be answering a question they got on this subject and breaking down how to address a situation like this, including how to demonstrate value and ask the right questions.

You can find show notes and more information by clicking here: https://bit.ly/2VypE1J