Matt and Micah discuss the concept of the One-Page Financial Plan and how advisors can demonstrate value to DIY investors. They emphasize the importance of setting expectations, tailoring the plan to the client's goals, and answering their questions effectively. The significance of concise presentations, utilizing virtual assistants, and creating a one-page financial plan is also explored. Additionally, the benefits of Invictus Masterminds, Backstage Pass, and learning about taxes in the real world are highlighted. The speakers emphasize the value of sharing knowledge and simplifying the prospect process.

Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking chances? Do you know what to look for when hiring a Virtual Assistant, what skills are important, and how to ensure you start and maintain a positive working relationship? Are you aware of the significance of crafting an impactful elevator pitch and why you want to create curiosity in conversations? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Conquer or Crumble: How's Your Prospecting Going? [Episode 216] Unleashing the Power of Virtual Assistants with Guest Karen Stewart No One Wants To Talk To You https://bit.ly/44SEceC

Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what sets you apart from others in your field. Understanding your target audience and solving their problems is crucial for success. Jamie talks about how to create conversation points that help others filter themselves and to develop a unique selling proposition and why you need to deliver a clear and concise message that sparks curiosity while illustrating the benefits of your services.  https://bit.ly/477PDkA

In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen emphasizes the significance of finding the right fit based on skills and personality, building strong personal connections, and fostering open communication, as well as highlighting the importance of ownership, trust, and empowering VAs. She’ll share the key elements of successful VA-client relationships, including expertise, passion for service, trust, effective communication, and mutual support. https://bit.ly/3O5FKeA

Matt and Micah discuss the power of effective sales and prospecting strategies. They’ll highlight the importance of being intentional with time, taking risks, and delivering value, as well as talk about the discomfort of hearing 'no' but stress that it is a stepping stone to a rewarding 'yes'. The guys also unpack the concept of a 'perfect week', a roadmap to stay on track and continuously deliver value. Learn more about the significance of having a written prospect process and sticking to it in order to guide appointments. https://theperfectria.com/podcast/216

Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients? Listen in as we recap this week’s highlights and action items.   Listen to this week's episodes: It's Nothing, Right? No! The Little Things Are What Matter [Episode 215] Disrupting Giants With Guest Jason Wenk Say This https://bit.ly/46Xyxpm

Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, and even family members. She emphasizes the significance of using words that simplify complex topics that will have a lasting impact on clients. Jamie shares several go-to phrases that help create collaborative experiences, empower teams, and initiate meaningful conversations. By mastering these communication techniques, you can build strong client relationships and confidently navigate tough conversations. https://bit.ly/3pPRgTf

In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching his own custodian and taking on the industry's giants. Having built successful RIA firms in the past, Jason identifies the frustration that arises when dealing with custodians as an advisor, particularly when scaling up. He believes current solutions are retrofitted for consumers and not tailored for advisors, leading to increased costs and subpar user experiences. Jason also debunks the narrative that migrating custodians is complex, emphasizing a simplified, streamlined process. https://bit.ly/3OgMNST

In today’s episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things - because they DO matter. They’ll discuss how small details can have a significant impact on the success of a client meeting and the need to create a positive experience for clients by paying attention to various factors, including how you greet clients and how you ask questions. Listen as they provide ways for advisors to stack the deck in their favor by ensuring that everything counts in a positive way. https://theperfectria.com/podcast/215

Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have you considered how to maximize your career enterprise value? And how on earth do you create a rockstar team that is on board with your big goals? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: How To Train Your Team [Episode 214] Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond My Team S*&!S https://bit.ly/3pCYQAA