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.
Follow Up Friday - Team Won't Implement
Action items for the upcoming week to help your practice succeed.
Tips from the Trenches - Assuming on a Client Plan
Learn our steps for a successful financial planning process.
Team Won’t Implement [Episode 125]
None of us are exempt from looking around and finding the nearest scapegoat from time to time. It’s easy, it preserves our ego, and it gives us a reason for why we can’t implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients.
You can find show notes and more information by clicking here: https://bit.ly/3haQqZu
Follow Up Friday - It's Not Just Matt and Micah That Surge
Action items for quadrupling your income and the time you spend out of your office.
Reading Time with Jarvis - Nerd's Eye View by Michael Kitces
Learn about one of Matt's favorite resources for advising advice.
It's Not Just Matt and Micah That Surge [Episode 124]
Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to do more of what you love. Here to help Matthew and Micah dive into this topic further is Ben Brandt, the host of Retirement Starts Today Radio, co-host of the Retirement Tax Podcast, and founder of Capital City Wealth Management.
You can find show notes and more information by clicking here: https://bit.ly/3ztgXZf
Love these guys!
Great content. Worth every minute. And I love the action items at the end of the podcast. Keep up the good work! (And keep out the head trash. You are crushing it)
Awesome podcast and great content
I’m not yet running my own firm but will in the future. This podcast is filled with amazing content and some great advice even for advisors who are working for a firm but not yet running their own. Thank you for bringing to our ears! Great work guys!!