THE PERFECT RIA

What You'll Learn In Today's Episode:

  • How sometimes, people build up a story in their mind and belief it to be facts, which in reality, it’s made up.
  • How masterminds can help you understand your client’s vulnerability.
  • Why you need to be tracking the real numbers instead of guesses.
  • That your goals should match what you’re designing for and solving in your life, not someone else’s.
  • The right questions to ask others at conferences to help your growth.
Table of Contents
  1. What You'll Learn In Today's Episode:
  2. Ideas Worth Sharing:
  3. Resources In Today's Episode:

If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you’re doing a disservice to yourself and to others. On today’s episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone.

Ideas Worth Sharing:

‘What we’ve found is by financial undressing, it opens up a state of vulnerability.’ - Micah Shilanski Share on X ‘Successful people do what unsuccessful people are willing to do,’ - Matthew Jarvis Share on X ‘I’m not solving for the average person. I’m solving for my life.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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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.

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

Just keep doing what you’re doing

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