Staffing [Episode 31]

Staffing [Episode 31]

Regardless of the company, staffing issues happen, and it’s up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the importance of looking into where the system failed, instead of blaming your staff when a...
Profitability [Episode 30]

Profitability [Episode 30]

When it comes to generating positive revenue, it’s easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips and tricks they use to stay on track. If you’re interested in...
How to Provide High-Value Services – with Ed Slott [Episode 28]

How to Provide High-Value Services – with Ed Slott [Episode 28]

What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named “The Best” source for IRA advice by The Wall Street Journal, Ed works with advisors across the country and...
Stop Lying to Yourself [Episode 27]

Stop Lying to Yourself [Episode 27]

There’s something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It’s easy to inflate the numbers in your practice, or even guess at them without truly knowing the metrics. And while it may seem harmless to toss around...
Appointments Outside of the Surge [Episode 26]

Appointments Outside of the Surge [Episode 26]

When it comes to client meetings, we’ve talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But what happens when someone wants to see you outside of the appointment surge? Do you let them come in during a time you...
Luck of the Draw [Episode 25]

Luck of the Draw [Episode 25]

Too often, people hang onto the idea that anyone who is successful must be lucky. Worse yet, those same people decide that a similar type of success is impossible for them because they believe that they don’t have that kind of luck. So today, Matt and Micah are...
Let’s Talk About Taxes! Part 2

Let’s Talk About Taxes! Part 2

In this episode of the Perfect RIA Podcast: [insert media file] Matt and Micah revisit tax planning and expand upon the topic. Important Show Note/Disclaimer: When Micah discussed doing paperwork for ROTH conversions/rollovers, he was referring to establishing...
Let’s Talk About Taxes! [Episode 23]

Let’s Talk About Taxes! [Episode 23]

In this episode of the Perfect RIA Podcast: Micah and Matt show how an in-depth knowledge of taxes can increase the value you bring to clients. Let’s be honest here. Talking taxes won’t interest any guest at your cocktail party. And most of us would rather try and...
To Fee, or Not to Fee? [Episode 22]

To Fee, or Not to Fee? [Episode 22]

In this Episode of the Perfect RIA Podcast: Matt and Micah offer clear perspectives on charging clients fees. You have probably spent a considerable amount of time researching the ‘right’ amount to charge clients. Maybe you have circled around a fee-based system. Or...