Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous encounter with an individual who had previously managed a staffing agency, highlighting how their expertise proved to be a wellspring of knowledge for her. Jamie also unveils a strategic action item she took from the conference and emphasizes the importance of acknowledging and complimenting those who excel, even in the midst of their daily grind. Ultimately, she imparts the powerful message that meaningful connections, curiosity, and the sharing of knowledge with others can unlock a world of possibilities. https://bit.ly/40bzM1k

Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having well-documented beliefs as a rock-solid foundation for client meetings and decision-making, and stressed the need for adaptability, underlining that beliefs can evolve over time. Moreover, Matt and Wayne explored the art of simplification and repetition in financial communication, a skill Wayne has honed through his radio experience.  https://bit.ly/3QwlogU

On today’s episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this special edition, he shared the fascinating journey of how his venture evolved over the last 15 years. Ever wondered if Michael Kitces even sleeps, considering the heights of success he has achieved? Michael unveils the phases every entrepreneur experiences at the inception of their business. From the tentative launch, hoping for engagement and revenue, to the realization that sustained numbers are attainable, and eventually, the whirlwind growth - he's been through it all. One of the standout lessons is about efficient time management and making wise choices on where to direct your focus.  Listen in as Michael Kitces takes us through his journey, sharing wisdom on thriving in the entrepreneurial world while maintaining a healthy work-life balance https://bit.ly/40gS7Ku

On Monday, Matt and Micah were reflecting on the core reason behind starting The Perfect RIA podcast - to bridge the gap between advice shared and the reality faced by financial advisors. They stress that with client and prospect meetings, you want to approach them with curiosity and focus on delivering value and that effective communication outweighs technical skills.  In the middle of the week, Evan Mayer of Fortuna Wealth and the For Advisors By Advisors podcast joined Matt to discuss the multifaceted aspects of financial advising. Evan shared his journey, highlighting the pivotal role of adding value to clients and the significance of consistency in his daily routine. His insights shed light on time management, meeting strategies, and maintaining a work-life balance. Thursday brought Jamie to the spotlight, discussing the dynamics of marketing in the financial advising realm. Jamie stresses the importance of understanding your audience, delivering consistent value through content, and using client questions as a guide for generating meaningful topics. She emphasizes the need for a disciplined content calendar to build trust and dependability with your audience. Join us as we recap this week’s highlights and action items What Are Prospects ACTUALLY Saying [Episode 228] Harnessing Consistency for Success with Guest Evan Mayer It Takes 6 Months Bruh https://bit.ly/48SekCi  

It’s time to talk about marketing as Jamie discusses its effectiveness. She’s dispelling the misconception that small marketing efforts instantly will yield a deluge of business - marketing takes time! It’s also all about consistency, no matter when that potential fatigue takes the stage. But what to talk about? Here’s a tip: Listen to your clients! If they have a question, guess who else has a question? So, create that credibility and trust with your audience by answering those questions and concerns.  https://bit.ly/3rQLgL1

Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to educate and inspire financial advisors, emphasizing the power of candid discussions over scripted dialogues. He reveals key takeaways from interviewing advisors managing a spectrum of assets, highlighting that success isn't solely measured by AUM. Evan's insights shed light on effective time management, the pivotal shift to a client-centric approach, and the transformative impact of consistency and balance in both professional and personal realms. https://bit.ly/3S3MXze

Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They’re sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they’re reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation. https://bit.ly/3SnwExB

On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week’s highlights and action items.  Listen to this week's episodes:  Location, Location, Location [Episode 227]  Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin Talking Sugar Honey Ice Tea https://bit.ly/3tDdk4I

Did that text really mean what YOU thought it meant? Jamie is digging into the critical importance of effective communication in navigating the diverse landscape of today's workforce, and the need to bridge gaps and avoid conflicts and misunderstandings by understanding our shared humanity. The majority of confrontations stem from misinterpretations, and the common tendency is to jump to conclusions during moments of frustration. But what if you paused? Listen as Jamie shares insights into applying communication skills across different facets of life, from managing teams and appointments to raising children.  https://bit.ly/3S377cu

Micah discusses bringing on an assistant with Theresa Summerlin from Belay, emphasizing the importance of finding the right fit. They talk about the onboarding process, clear communication, delegation, and optimizing communication with virtual assistants.