Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with humor and confidence? On today’s episode, Matt and Micah talk through how you communicate, as well as your goal in a prospect meeting can determine whether a prospect and client has a positive experience. You don’t have to dread prospect meetings when you realize that they’re an opportunity to help change someone’s life. https://theperfectria.com/podcast/207

Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you’re outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206] Unique Forcing Mechanisms with Guest Dave Zaegel How You Can Offer Unlimited Access https://bit.ly/3BDkmrd  

When you bring on clients to your practice, you’re looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach out to you or when they have questions? On today’s episode, Jamie shares how advisors can structure time during and outside of surge to answer client questions and how to ensure you have an effective communication policy in place that allows clients to always feel that they’re taken care of. https://bit.ly/3ofNW2U

Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you’re wasting your time and the impact it’s having on your practice? On today’s episode, Matt is joined by Dave Zaegel from CWOs for Hire to share how running both a tax practice and financial planning firm forced him to be hyper-intentional with his time and how his tax background has added to the value he’s able to provide his clients. https://bit.ly/3MtbTNt

When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the door? On today’s episode, Matt and Micah discuss why you not only need a prospecting process that works, but you need to stick to it! Trying to oversell yourself, creating new reports, or offering services that don’t fit with your process doesn’t benefit you or the prospect. https://theperfectria.com/podcast/206

Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you’re setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what will get them fired and are you being intentional about investing your time outside of surge? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: https://theperfectria.com/podcast/205 The Right Value And The Right Clients with Guest Jason Speciner What Gets You Fired https://bit.ly/3Bp7Dbj

Finding the right people for your organization is a challenge, but once you do, how do you make sure they’re living up to their potential, and how do they embrace the expectations that you set for them? On today’s episode, Jamie talks through ground rules for your team for not only what could get them fired but the framework for moving forward in their career. She’ll also share why you need to take a deep look into the investment that you’re making outside of surge to those who are most important in your life. https://bit.ly/41qWtgL

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they’re the right fit for your firm, and who is the right fit for them. On today’s episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients. https://bit.ly/44QEP9s

Have you ever experienced someone telling you that your growth plans are wrong or not achievable? If so, then you’ve had the unfortunate experience of dealing with someone else placing their head trash on you. On today’s episode, Matt and Micah talk through this idea of a capacity wall and why under no circumstances should you believe that it exists! They’ll share why you need to look past your self-limiting beliefs and instead focus on where you may need to shift or pivot to continue your growth. https://theperfectria.com/podcast/205

Would you run a marathon the day you decide to start running? If not, then you’ll understand that jumping from zero surge meetings to 30 in a week is not a recipe for success. Are you interested in content marketing and using social media to gain clients? What are you doing to prepare for presentations that are in less-than-ideal conditions? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Did Surge Abandon You? [Episode 204] Content Marketing With Guest Dave Zoller Amateur Hour https://bit.ly/3VyHK2j