THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Lessons from the first year as an RIA
  • How to take a deep look at your onboarding process.
  • Why you need to focus on your niche.
  • The importance of the first 100 days with a new client.
  • How Nick uses the one-page financial plan with his clients
Table of Contents

When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today’s episode, Matt is joined by Nick Covyeau of Swell Financial to share his experience during his first year of starting his RIA. Nick will share the importance of determining and focusing on your niche, as well as how he’s focusing on client onboarding and creating meeting standards for both clients and prospects. Nick will also share how he uses video messaging to personalize the advice for his clients.

Ideas Worth Sharing:

‘In a perfect world, from day one, it would just be your niche, but in the real world, you’ve got a mortgage to pay and a practice to run.’ Matthew Jarvis Share on X ‘Once you start implementing meeting standards, and you stick to them, and you communicate to your clients… most importantly, more things get done.’ - Nick Covyeau Share on X ‘Outside of being a great visual, no one’s going to read the 30, the 40, the 50-page financial plan.’ - Nick Covyeau Share on X

Resources In Today's Episode:

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