The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate
Learn why tax planning is so difficult and how to show your level of expertise in this field.
Why Advisors Fail [Episode 112]
In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor.
You can find show notes and more information by clicking here: https://bit.ly/3nC7xWk
Tips from the Trenches - Prospect Process
Learn how to improve your office experience so that your clients are even more comfortable to work with you.
It’s Just An Email [Episode 111]
When you are talking to prospective clients, everything counts. Whether it’s phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this episode, Matthew and Micah explain the importance of having one main focus for every point of communication and why there is always room for improvement.
You can find show notes and more information by clicking here: https://bit.ly/3dUOrpS
Reading Time With Jarvis - The War of Art by Steven Pressfield
Matt shares how to avoid procrastination and the importance of working towards your goals.
Tips from the Trenches - When the Sales Process Goes Wrong
Learn how to avoid making mistakes that will ruin your chances with a prospective client.