The Perfect RIA

It can be really hard to know where to begin when you’re building your practice from the ground up, so today's episode covers the basics on how to start your practice from scratch. Matt and Micah dive into the key pieces that will make a big difference in how well you do from the beginning so you get up on your feet faster.

You can find show notes and more information by clicking here: https://bit.ly/31V8QnI

This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies they have in place.

You can find show notes and more information by clicking here: http://bit.ly/2XdBH7p

This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies they have in place.

You can find show notes and more information by clicking here: http://bit.ly/2XdBH7p 

If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they went wrong and what they learned in order to give you the insight and guidelines you need to avoid making these same mistakes in your own practice.

Listen in to hear some of their biggest marketing flops and what they could've—and probably should've—done differently. You'll also get to hear some of the successful marketing choices they have made that will make it easier for you to gauge and ensure success for yourself.

You can find show notes and more information by clicking here: https://bit.ly/2Z9GwMd

If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they went wrong and what they learned in order to give you the insight and guidelines you need to avoid making these same mistakes in your own practice.

Listen in to hear some of their biggest marketing flops and what they could've—and probably should've—done differently. You'll also get to hear some of the successful marketing choices they have made that will make it easier for you to gauge and ensure success for yourself.

You can find show notes and more information by clicking here: https://bit.ly/2Z9GwMd

Regardless of the company, staffing issues happen, and it's up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the importance of looking into where the system failed, instead of blaming your staff when a problem comes up.

You can find show notes and more information by clicking here: https://bit.ly/2Qi46TK

Regardless of the company, staffing issues happen, and it’s up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the importance of looking into where the system failed, instead of blaming your staff when a problem comes up.

You can find show notes and more information by clicking here: https://bit.ly/2Qi46TK 

When it comes to generating positive revenue, it's easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips and tricks they use to stay on track. If you're interested in improving in this area, then this conversation is for you.

Listen in to get a new perspective on how pride and chest-pounding factor into this and what advisors should really be focusing on. You'll learn where integrity comes into play, where expenses get out of hand, the different accounts that are important, and more.

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

When it comes to generating positive revenue, it's easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips and tricks they use to stay on track. If you’re interested in improving in this area, then this conversation is for you.

Listen in to get a new perspective on how pride and chest-pounding factor into this and what advisors should really be focusing on. You'll learn where integrity comes into play, where expenses get out of hand, the different accounts that are important, and more.

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

Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it's important to understand the whole story. Today Matt and Micah will go over some of the most valuable takeaways from their conversation in Episode 28 with Ed Slott. Ed's detailed and practical training has been a huge game changer for financial planners, and this episode breaks down some of the most important things he shared.

Listen in to get examples of what it looks like to add the types of services Ed mentioned and how to implement them so that clients have as much clarity and peace as possible. From tax planning to showing clients how things will play out beforehand, you'll learn how to properly demonstrate and communicate these services in order to get the best outcome for you and your clients.

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