The Perfect RIA Matthew Jarvis & Micah Shilanski, Finance Rockstars

Do you assume that for someone successful that things just come easy to them, or do you realize that they’re likely putting in the reps? On today’s episode, Matt and Micah talk about how it’s easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Listen in as they share what you need to do to set yourself up for success and why you need to visualize your client meetings and positive outcomes.
https://theperfectria.com/podcast/197
The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!
 

Everyone gets distracted sometimes, but are you noticing when you’re playing office versus doing the work that will help propel you further? Do you realize that on some level, you’re likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you’re doing the work and not seeing the results, or maybe you just haven’t realized yet that your actions contradict your goals? Listen in as we recap this week’s highlights and action items.
Listen to this week's episodes:
Moving The Needle [Episode 196]
What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA
Worlds to Conquer - Stop Being A Slacker
http://bit.ly/3ZQng5S
The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Lifestyle doesn’t mean being lazy. Do you have your goals, and you want growth, but you continue to be stuck in the same spot? First, you must understand that having goals and taking action toward achieving them are different things. On today’s Worlds To Conquer, Jamie shares what steps you need to take to continue on that level of growth and show that you’re committed.
http://bit.ly/3Zxs3Jz

Are you questioning what you should or shouldn’t do related to tax planning with your clients? On this week’s What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you’re doing tax planning!). Listen in as they talk about how working with your client’s tax preparer and educating yourself will only help further deliver value to your clients.
http://bit.ly/3ZFQvsE

How are you starting your day? Are you checking your email, commenting on others’ social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactive? On today’s episode, Matt and Micah discuss different areas where advisors get caught playing office instead of doing the activities and work that are hyper-intentional and moving the needle. We all play office, but once you realize you’re not focused, what are you doing to get back into the necessary space to keep you on your right path?
https://theperfectria.com/podcast/196
The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Do you have big dreams and goals? Are you doing the same activities, thinking that things will magically change? What is your mindset about your goals, your practice, and your team and are you surrounding yourself with people who aspire to achieve more? What symptoms and processes are you putting into place, and out of your head, to help you reach those goals? Listen in as we recap this week’s highlights and action items.
The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!
Listen to this week's episodes:
10X Your Practice [Episode 195]
What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet
Worlds to Conquer - Change Happens When Four Things Occur In Your Life
http://bit.ly/41DuOdY