Discussing the importance of intentional communication with clients and simplifying topics, focusing on Roth conversions and tax conversations. Exploring Surge meetings, their benefits for clients and advisors, and the best times to schedule them throughout the year.

Exploring Surge, a time-blocking strategy for advisors to optimize schedules and deliver value to clients. Jamie shares origins and evolution of Surge, along with a detailed surge schedule based on client needs and advisor efficiency. Discussions on fair compensation, time blocking, and strategic client meetings for financial advisors.

Explore the importance of clear communication in financial planning, focusing on Roth conversions. Learn how to simplify complex concepts for clients, avoid overcomplicating things, and make informed decisions. Get tips on efficient client communication, strategic planning for retirement, and collaborating with tax experts. Discover the benefits of Roth conversions during market downturns and the value of record-keeping for financial efficiency.

In this episode, we’re recapping this week’s discussion on sales and communication in the financial advisory industry and how effective communication is not about forcing someone to buy something but rather about understanding and helping clients achieve their goals. We also review the importance of building a proper prospect process and avoiding common pitfalls in prospect meetings. Resources in today's episode: - Episode website - Communication, Not Sales [Episode 247] - When Prospecting Goes Wrong - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

Avoiding unwanted clients by maintaining a proper prospect process and utilizing a CRM system. Importance of clear documentation and following standardized workflows for efficiency. Emphasizing the significance of consistent prospecting processes for business success and navigating prospect meetings for growth opportunities.

Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associated with sales and emphasize the need for good, practiced communication skills. They highlight the role of role-playing in improving communication and stress the importance of having a consistent process. Communication, Not Sales [Episode 247] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

In this episode, Amber first reviews the key takeaways from Monday’s episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of recruiting and retaining A players by showing them a clear plan and path for their career growth. She also highlights the significance of supporting team members and giving back to the community. Additionally, she explores the strategy of charging for prospect meetings and the value it brings to financial advisors. Resources in today's episode: - Episode Website - Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] - Charging For Prospect Meetings

In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates, and explains how they began charging for prospect meetings. Jamie emphasizes the value that financial advisors provide and challenges the mindset that their services should be given away for free. She outlines the process of charging for consultations and highlights the focus on delivering value to prospects. Jamie also addresses common concerns and misconceptions about charging for initial meetings and emphasizes the importance of consistency and integrity in pricing. Charging For Prospect Meetings Resources in today's episode: - Shilanski and Associates Initial Consultation Agreement - Jarvis Financial Sleep On It Process

The podcast discusses the importance of hiring and retaining top talent, focusing on providing employees with clear career paths and aligning their trajectory with the company's future plans. It also highlights the significance of generosity in attracting and retaining talent, and building a culture of meaningful contribution and team engagement through personalized gestures.

In this episode, we’re recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We’re also sharing how to identify good-fit prospects and the importance of marketing and consistency.  Resources in today's episode: - Episode Website - Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] - Prospecting That Works for Advisors - Don’t miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.