The Perfect RIA

How do you run a virtual team? Today Jamie Shilanski (Micah’s sister) joins the show to share how she does such a phenomenal job managing a virtual office and how the team dynamics work when half the team is in the office and the other is spread across the country.

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

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly.

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

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly.

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

Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be evaluating different marketing techniques and weighing in on their value, who has success with them, and whether or not you should be using similar tactics.

You can find show notes and more information by clicking here: https://bit.ly/2nsEav1

Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be evaluating different marketing techniques and weighing in on their value, who has success with them, and whether or not you should be using similar tactics.

You can find show notes and more information by clicking here: https://bit.ly/2nsEav1

Many people look at the way others run big businesses and think, "I can do that, it looks so easy!" Is it truly that easy to start up and run your own firm? Today Micah and Matt discuss how they got to where they are in their businesses, including the hard work and mastery that goes on behind the scenes.

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

Many people look at the way others run big businesses and think, “I can do that, it looks so easy!" Is it truly that easy to start up and run your own firm? Today Micah and Matt discuss how they got to where they are in their businesses, including the hard work and mastery that goes on behind the scenes.

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

Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitable and efficient practice. In this episode, the guys are going to get a bit more personal and in-depth as they discuss the third tenet: spending time with your family.

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

Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitable and efficient practice. In this episode, the guys are going to get a bit more personal and in-depth as they discuss the third tenet: spending time with your family.

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

Micah and Matt are back with another mailbag episode answering your questions! Today they share tips and tricks for building your firm and providing massive value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/2m6eP92