THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • How to make that transition from surge to doing something else.
  • Why buffer weeks are necessary to help you move to the next thing you focus on.
  • Why you need to create a perfect calendar for your time with your family.
  • By fear setting with your team, you can validate and create action for when you’re out of the office.
  • You need to have a scheduled check-in time when you’re away from the office but not off the grid.
Table of Contents

Surge is a high-intensity time for you – tons of client meetings, early mornings, and the constant need to be ‘on.’ But what about after surge? On today’s episode, Matt and Micah talk about how once surge ends, it’s time to move into that next piece – whether it’s family time, personal time, or another project. But how do you make that transition, and how does your team handle you being away from the office? Listen in as the guys share their recommendations for shifting gears, being present with your family, and empowering your team to handle situations while you’re gone.

Ideas Worth Sharing:

‘There’s this fear that the building will catch on fire while I’m gone, and I’m the only one who knows how to use the fire extinguisher.’ - Matthew Jarvis Share on X ‘How do we focus our time to deliver the most value to clients that we can then be able to make a hard stop and be able to pivot and do something else’ - Micah Shilanski Share on X ‘It’s 10 times as much work to be a good leader than it is to be a bad leader.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

Recommended Podcast

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Building trust through personal stories.

See More

Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

See More

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

Just keep doing what you’re doing

See More

Contact Us