Click Here To Listen To The Perfect RIA Podcast

It can be really hard to know where to begin when you’re building your practice from the ground up, so today’s episode covers the basics on how to start your practice from scratch. Matt and Micah dive into the key pieces that will make a big difference in how well you do from the beginning so you get up on your feet faster.

Listen in to discover what common mistake many advisors make and how it affects not only their practices, but also their lives. You will also learn the importance of making the shift you need before life forces you to do it, tips on solid prospecting and getting yourself in front of the right people, and more.

What You’ll Learn In Today’s Episode:

  • A common misunderstanding when it comes to having the perfect RIA.
  • The importance of processes and not recreating everything to fit you perfectly.
  • Why one of our listeners has decided to take an entire week off each month.
  • The value of looking the part.
  • How to get yourself in front of who you want to do business with.
  • Why establishing yourself as an expert within a specific niche is crucial.
  • How to use COIs (center of influence) and get the most out of them.


Recommended Podcast

Tips from the Trenches – Breaking the Process

Learn the problem with not following the systems that have been put in place.

See More

Follow Up Friday – How to Delegate Email

Action items for how to delegate email and reclaim your freedom.

See More

Reading Time With Jarvis – Knocking on Heaven’s Door by Katy Butler

Learn the importance of planning for end-of-life scenarios.

See More

Contact Us