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What You'll Learn In Today's Episode:

  • About The Perfect RIA’s mission.
  • What being compassionate really means.
  • Why you need to have a peer group who won’t just pat you on the back.
  • How it’s easy to become overwhelmed by what you think is happening in your practice.
  • Why you need to look at real numbers.

Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was created to share that message and encourage advisors to be authentic and transparent. On today’s episode, Matt and Micah discuss the mission of The Perfect RIA and the importance of surrounding yourself with others who aren’t just there to pat you on the back.

Listen in as they share how even through creating this weekly podcast, it forces them to be open and look at what works and doesn’t work in their own practice. They’ll also discuss why they don’t look at simple growth but instead focus on doubling and how that requires dramatic changes to your practice.

Resources In Today's Episode:

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