THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • How making a transition to the RIA world helped Bryan create the practice he wanted.
  • Why you can’t let excuses hold you back from change.
  • That by explaining why you’re making changes, you can help your team during transitions.
  • How having an accountability partner can help you push yourself.
  • Why you don’t want to pick goals that you have a 99% chance of achieving.
Table of Contents

There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make changes in yourself and your practice? In this episode, Matt is joined by Bryan Garris from TriaGen, to talk about getting uncomfortable and how having an accountability partner can help you achieve your tough goals. Bryan will share how he transitioned from a BD to an RIA and how by becoming more intentional, he’s able to be more efficient and grow his practice.

Ideas Worth Sharing:

‘Being in the RIA world has allowed us to do what we want to do and run the practice how we want to run it.’ - Bryan Garris Share on X ‘If you’re complacent, you’re not necessarily pushing your boundaries.’ - Bryan Garris Share on X ‘By building those processes and systems it allows you to provide the customized advice.’ - Bryan Garris Share on X

Resources In Today's Episode:

Recommended Podcast

Bonus Episode: The Numbers Behind Financial Success

How to talk to clients whose accounts go down in value.

See More

The Critical Role of Talent in Advisory Firms [Episode 308]

Navigating M&A in the Advisory Space

See More

Encore episode – How Did I Lose $50,000 This Month!?!

How to talk to clients whose accounts go down in value.

See More

Contact Us