THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Why you need to be hyper intentional about your decisions
  • That you need to focus on your time in the office as well as out of the office
  • That you need to measure success based on activities that you can control
  • That prospecting is the first thing a new advisor should do
  • Why you need to ‘Eat the frog’
  • Why you need to find someone who has the practice you want
Table of Contents
  1. What You'll Learn In Today's Episode:
  2. Ideas Worth Sharing:
  3. Resources In Today's Episode:

A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a smaller period of time. As with anything at The Perfect RIA, you need to be hyper-intentional about this, especially your time. If you’re at the office just to be there and you’re not moving the needle for your clients, or working to up your game, then you’re just playing office.

Listen in as Matt, Micah, and Orion Matthews talk about how to be intentional about prospecting and personal development and why multitasking isn’t a skill that’s allowing you to accomplish anything in a shorter amount of time.

  • We hear all of the time being in the RIA space is lonely. It is hard to find like-minded individuals who want to help you to achieve success.

    And most likely, you often ask yourself the same question (we all do)  – Where do I start?

    The TPR’s Starter Kit offers you access to the One Page Financial Plan, 5 Mistakes Keeping You From Getting More Clients & How to Stop Playing Office, our most popular power sessions of all time!

    Download the Starter Kit

Ideas Worth Sharing:

You need to make your time count. - Orion Matthews Share on X The best advisors are investing in themselves. - Matthew Jarvis Share on X You need to take the most challenging task for that day and make it the first thing that you do. - Micah Shilanski Share on X

Resources In Today's Episode:

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Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

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