In this recap episode, we’re sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays, including that time blocking and structured schedules are not just organizational tools but powerful catalysts for boosting productivity. Another key takeaway was the quality over quantity approach in client interactions and how being open to continuous learning and delivering genuine value holds more significance than sheer volume, fostering stronger and more meaningful client relationships. On Wednesday, we welcomed HR professional Kameka McLean from the UK to share her focus on DEI and to address the crucial issue of diversity in financial services. She discussed the necessity for comprehensive policies, procedures, and succession planning to promote inclusivity and diversity within the industry. On Thursday, Jamie discussed recruitment - her tips for job advertisements and the significance of aligning candidate values with company values. The Twelve Days of TPR Christmas [Episode 236] Becoming An Inclusive Leader with Guest Kameka McLean Job Offers Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

In this episode, Jamie discusses employee recruitment and retention strategies. She shares her approach to job advertisements, including the use of platforms like Indeed. Jamie emphasizes the importance of background checks and using tools like GoodHire to ensure the suitability of candidates. She also highlights the value of assessments, such as the DISC test, in determining the right fit for a role. Jamie provides insights into crafting job offers and the benefits and incentives that can attract and retain top talent. She cautions against cash bonuses and emphasizes the need to align benefits with company culture. Job Offers

In this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and inclusion in the workplace. Kameka shares her personal journey in HR and emphasizes the need for organizations to align their goals and principles with the protective characteristics outlined in the law. She highlights the benefits of investing in employee development and creating an inclusive culture. Kameka also discusses the challenges and misconceptions surrounding diversity and offers advice on how to create a welcoming environment for all individuals. She emphasizes the importance of supporting mental well-being and provides insights for smaller organizations to promote diversity and inclusion. The episode concludes with empowering messages about embracing one's uniqueness and taking action to make a positive change. Becoming An Inclusive Leader with Guest Kameka McLean

In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time blocking and surge scheduling, delivering value in client meetings, being effective with time, getting rid of freebies and exceptions, defining new clients, delivering massive value in tax planning, cutting opportunities to play office, investing in professional development, hiring a virtual assistant, committing to double success in 36 months, joining the Invictus Coaching Program, and writing out the onboarding process. These gifts aim to help advisors improve their practice and achieve greater success in the coming year. The Twelve Days of TPR Christmas [Episode 236]

On Monday, Matt and Micah focused on the critical importance of communication with clients and the impact of language on client relationships. and stress the need to avoid default answers that may limit clients. They also highlighted the value of asking probing questions, showing empathy, and maintaining a genuine curiosity to understand clients' needs. Wednesday, Matt was joined by former wholesaler turned advisor Anthony Zanetti, who shares insights from his experience in both roles. In addition to having an intentional schedule, Anthony shares his approach to improving a good practice by focusing on incremental changes and prioritizing tasks, as well as the importance of aligning actions with the advisor's vision and effectively communicating complex strategies to clients. Thursday, Jamie explored the vocabulary and toolset for personal and team development. She discussed terms like work-life balance and burnout, highlighting the need to understand and address these issues. Jamie shares insights from her team, the importance of teamwork to avoid burnout, and the importance of providing a vocabulary for personal development. - Do NOT Say That To A Client [Episode 235] - Wholesaler Who Saw The Light With Guest Anthony Zanetti - Burnout Is For Wimps - Mastering Client Communication, Growth Strategies, and Team Resilience

In the latest Worlds To Conquer episode, Jamie takes on language and tools that are crucial for success. She deconstructs trendy terms like "work-life balance," "burnout," and "sabbatical," shedding light on the nuanced meanings behind these words and how they impact the trajectory of your career. Jamie offers strategies to prevent burnout, including the importance of understanding team members' needs. She’ll also share her recommendation on the role of coaches in personal development, stressing the need for a strategic focus on potential and goal achievement. - Burnout Is For Wimps

In this episode of Confessions from a Former Wholesaler, Matt is joined by Anthony Zanetti from Mardin Capital Group to share his experience in wholesaling and then transitioning to advisory services. Anthony shares his insights into creating balanced presentations, and the importance of intentional scheduling and the impact it has on client experience. Anthony also shares his journey of transitioning to a new practice, why he chooses to focus on incremental improvements rather than overwhelming changes, and how being intentional with delegation enhances your practice, your team’s empowerment, and the client experience. - Wholesaler Who Saw The Light With Guest Anthony Zanetti

In today’s episode of The Perfect RIA, Matt and Micah are getting real about client communication because the words you choose have the power to either elevate or jeopardize client relationships. It’s about intentional communication, not routine responses, and the need to maintain a genuine curiosity about clients' needs and goals. Listen in as they share the subtle yet crucial nuances that can either build or erode client trust. By embracing a client-centric approach and valuing every question as an opportunity, advisors can elevate their practice, delivering not just financial advice but a tailored, empowering experience for each client. - Do NOT Say That To A Client [Episode 235]

In this recap episode, we’re sharing how Monday, Matt and Micah emphasized the crucial role of financial advisors in their clients' lives, focusing on surge meetings and client interactions. They highlighted the importance of drawing out clients' priorities and consistently asking questions to uncover deeper concerns.  Greg Goin, a wholesaler and regional VP for Equitable, joined Matt on Wednesday to discuss successful advisor practices and challenges. Topics included the evolving landscape of financial planning, the perception of insurance products in the RIA space, and the tradeoffs between RIA independence and affiliation with a larger organization. Greg emphasized the importance of delegation, team-building, and continuous investment in professional development. Thursday's episode with Jamie went into organizational stickiness. She highlighted factors contributing to client retention, including delivering value, creating memorable client experiences, and maintaining a consistent reputation. She emphasized regular updates, high-touch gestures, and understanding clients' needs for building lasting connections. Two Most Important Parts of a Surge Meeting [Episode 234] Confessions Of A Wholesaler with Guest Greg Goin Are You Sticky? Impactful Meetings, Wholesaler Perspectives, and Client Retention

Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jamie advocates delivering personalized, high-value services, creating a unique selling proposition that addresses clients' distinct needs. Additionally, Jamie emphasizes the critical role of client experience and how to set a tone for client-centric engagement. She explores the significance of communication during client meetings and that connected clients are less likely to leave. Jamie also underscores the importance of expressing gratitude for referrals and the role of your reputation. Are You Sticky?