THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Why you should stop saying that you’re at capacity.
  • Why financial undressing is so important during masterminds.
  • Ways to determine if you’re playing office.
  • Why doing things manually does not provide personal advice.
  • How to compare real and imaginary numbers.
Table of Contents

It’s easy to say and assume that you’re at capacity, because what else are you doing with all your time? But if you’re claiming that you’re researching and just too busy, then we’re here to tell you that you’ve been drinking your own Kool-Aid. On today’s episode, Matt and Micah discuss how by looking at your REAL numbers or having someone else call you out on what you claim your real numbers are, you will have the opportunity to truly discover how much office you’re really playing…and how to improve and be intentional with your time.

Listen in as they share why empowering your team with systems and rules and understanding that making everything in your office a manual process does not provide personal advice to your clients. They’ll also explain the importance of following your own advice.

Ideas Worth Sharing:

‘Playing office also means that you’re touching things you don’t need to touch.’ - Matthew Jarvis Share on X ‘I’ve yet to meet a growth-minded advisor that really says they’re at capacity.’ - Micah Shilanski Share on X ‘Playing office is more often than not this illusion of providing customized advice when really you’re just doing things the hardest way they could possibly be done.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

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