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?

Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable, discussing the evolving landscape of financial planning. They dive into the core focus on planning adopted by successful advisors, the implementation differences in planning software usage between broker-dealers and RIAs, and the shifting perception of insurance products. Greg discusses the challenges and trade-offs associated with transitioning to an independent RIA with insights into the struggles faced by advisors, as well as the significance of effective delegation and continuous investment in professional development and technology understanding. Confessions Of A Wholesaler with Guest Greg Goin

Matt and Micah discuss the importance of client meetings, the significance of asking thoughtful questions to understand client concerns, the need for meticulous note-taking, and the transformative power of establishing accountability through thorough action item follow-up.

On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes, setting deadlines, and involving the team in value-add initiatives. On Wednesday, Matt welcomed back Scott Rusnak, an EOS implementor and personal coach, to explore the transformative role of coaching in personal and professional development. Scott shared his "delegate and elevate" checklist, being intentional with relationships, and the power of regular resets. Thursday, Jamie offered insights on navigating legal challenges. Drawing from a client's lawsuit and her own HOA dispute, Jamie stressed a proactive approach and the importance of creating detailed timelines when facing legal action, as well as a practical perspective on maintaining composure and handling legal challenges methodically. Value Sledgehammer or Volume Sucker Punch? [Episode 233] The Power of Coaching With Guest Scott Rusnak Stupid Games = Stupid Prizes Value Delivery, Transformative Coaching, and Navigating Legal Challenges 

Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the importance of a proactive approach, she’s highlighting the need to create a detailed timeline of events upon receiving any legal action.  Jamie stresses the significance of completing crucial steps, likening it to scenarios where clients may forget to execute wills or update beneficiary designations. She’s providing a practical perspective on handling legal challenges in both personal and professional spheres and encourages when faced with this situation to manage your emotions and initial reactions. Stupid Games = Stupid Prizes

Matthew Jarvis welcomes back Scott Rusnak, an EOS implementor and Matt's personal coach, to explore the pivotal role of coaching in personal and professional development. Scott shares his approach to selecting the right coach, focusing on backgrounds, client referrals, and the ability to emulate success. Matt and Scott further explore the dynamics between a coach and a client, shedding light on the "delegate and elevate" checklist as a crucial onboarding tool. Scott also discusses his intentional approach to relationships and as a guiding principle for achieving both personal and professional fulfillment.  The Power of Coaching With Guest Scott Rusnak

In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from their 1099 Value Add and its origin, they caution against overwhelming clients with information and the importance of starting small when implementing Value Adds. Matt and Micah provide practical advice on creating a systematic process, setting deadlines, and involving the team in the implementation of Value Add initiatives. They’ll also discuss and advocate for proactive planning because putting in that work in advance allows advisors to choose when to roll out improvements, giving them more control in delivering ongoing value to clients.  Value Sledgehammer or Volume Sucker Punch? [Episode 233]

On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss the four key things clients genuinely desire and the critical questions advisors must ask to meet those expectations, all while stressing the importance of starting with a vision. On Wednesday, Matt was joined by, Paul Saganey, the founder of Integrated Partners, who introduced the concept of the complexity curve and shared his insights into problem-solving and the significance of asking thought-provoking questions to provide guidance for financial advisors aiming to elevate their practice. Thursday, Jamie shared her journey as an acts of service person and addressed the challenges of asking for assistance, and offered insights into achieving a balance between helping others and personal growth.  Tune in as we recap highlights and action items from estate planning to personal growth. Asking Questions That Matter For Estate Planning [Episode 232] The Complexity Curve with Guest Paul Saganey Acts Of Service Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service person. She’s discussing the downside of this mindset, as it can lead to difficulties in letting go and asking for help when needed. Jamie underscores the importance of empowering and teaching others and addresses the common tendency for acts of service individuals to put others before themselves, even at the cost of their own needs. Tune in as she offers valuable insights for those seeking a balance between helping others and achieving personal growth and success.  Acts Of Service

Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to remain independent while receiving the crucial support and networking opportunities they need. The key focus here is helping advisors guide their clients through the complexity curve, where both financial and personal lives become increasingly intricate with time. Paul talks further about the art of building strong relationships with accounting firms, the importance of problem-solving, and highlighting how you can be a true asset to them. Paul also shares his wisdom on the significance of 'disturbing tracks,' a technique that helps advisors visually depict clients' financial futures by recognizing and magnifying problems. He stresses the value of asking thought-provoking questions rather than providing cookie-cutter solutions. The Complexity Curve with Guest Paul Saganey