THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • The Power of Doing the Work and Being Intentional: Don’t get caught up in distractions, self-limiting beliefs, or negative opinions from others. Instead, focus on taking consistent action, learning from those who have more experience, and staying committed to your goals. By being intentional and purpose-driven, you can accelerate your learning, personal development, and career growth.
  • Embrace Obstacles as Opportunities for Success: Success is not always smooth sailing. Obstacles are bound to arise, but rather than being discouraged by them, view them as opportunities for growth and success.
  • Building and Implementing Processes: By being intentional with your work and your time, you can build processes and implement them intentionally to double your business. Time-blocking, identifying client needs, and backing these into a well-thought-out business plan are instrumental in success.
  • The Importance of Education and Continuous Learning: Earning credentials like the CFP and seeking guidance from mentors helped Amyr feel more prepared and capable in his career. Invest in your education, seek opportunities to learn from experienced professionals, and continuously develop your skills to earn a place at the table and contribute to your field.
  • Giving Back and Adding Value to the Community: Giving back to the financial planning community and being involved in organizations demonstrates the power of contributing to something bigger than oneself. By doing this, you not only help others but also create opportunities for personal growth, networking, and recognition within the community.
Table of Contents

Amyr Rocha Lima joins today’s episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It’s time that you “stop the noise” and not be influenced by negative external factors or opinions. Instead, Amyr encourages listeners to focus on doing the work and learning from those who have more experience.

Ideas Worth Sharing:

‘It's component parts of doing the work that back into the stuff that actually matters, which is having the business you want to have at the end of the day.’ - Amyr Rocha Lima Share on X ‘You're not in the business of convincing anyone of anything; you're there to see enough people so that a number of them say yes because what you offer is a great fit; it delivers massive value to them.’ - Amyr Rocha Lima Share on X ‘Give, but give it intentionally in a way that obviously inevitably it helps you.’ - Amyr Rocha Lima Share on X

Resources In Today's Episode:

Recommended Podcast

Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?

Keep calm (stick to the process) and schedule on.

See More

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

Contact Us