The Perfect RIA

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.  How Are You Accountable When You Make a Client Mistake? Resources in today's episode: - Surge Masterclass - Radical Candor by Kim Scott  

Author and coach Kelly Clements joins the podcast to discuss challenges faced by entrepreneurs in nurturing relationships. She emphasizes the importance of play, viewing family as an asset, and avoiding unhealthy alpha traits. Insights shared on breadcrumbs to the muse enhancing relationships.

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and the client's choice to pay for that value.  Finally, she explores the topic of receiving and delivering criticism, emphasizing the importance of constructive feedback and open communication. Resources in today's episode: - Episode Website - Upgrade, Graduate, or Just Keep Playing Office [Episode 252] - How To Take A Hit

Jamie Shilanski discusses handling criticism, emphasizing resilience, and choosing when to respond. The impact of online reviews and vulnerability in success is explored. Strategies for delivering and receiving constructive feedback are shared, focusing on personal experiences with criticism.

Matt and Micah discuss the importance of taking action in financial planning, segmenting clients, and upgrading services. They stress the need for advisors to think like business owners, analyze client lists, and communicate effectively with clients. The podcast also covers evolving financial practices, client segmentation, client communication strategies, and navigating changes in firm evaluation.

Exploring critical thinking in the financial industry, balancing certainty with market uncertainty, filtering advice for personal growth, and embracing different viewpoints for professional development.

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mindset as you, as well as be open to improvement and constructive criticism. You Can’t Say That! Resources in today's episode: - Delivering Massive Value  

Matt and Micah discuss the importance of critical thinking in financial planning, avoiding market predictions and focusing on long-term trends. They highlight the value of questioning traditional practices, effective communication with clients, and streamlining advisor models for client benefit.

In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the prospect's goals and concerns. Amber emphasizes the need to truly listen to prospects, understanding their unique situations, and tailoring solutions accordingly. Furthermore, Amber explores the pivotal role of documentation in the financial advisory industry. Proper documentation not only ensures compliance but also serves as a valuable tool for both advisors and clients to track progress, revisit agreements, and mitigate misunderstandings. She shares insights on how meticulous documentation can help advisors avoid mistakes and uphold professionalism in their practice. Resources in today's episode: - Episode Website - Throwback: Show Me The Beef! [Episode 250] - Not Documented, Not Done

In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shilanski Associates, Jamie showcases the transformative power of comprehensive CRM systems like Infinity and outlines the SOAP method for effective note-taking. By implementing effective documentation practices and leveraging advanced CRM systems, businesses can enhance efficiency, mitigate risks, and elevate client service standards. Not Documented, Not Done