When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don’t take the time to practice, how do you know how to handle scenarios such as phones ringing or side talk? On today’s Worlds To Conquer, Jamie walks through a recent rehearsal in her office for a client event and why you always need to be prepared for imperfect conditions. https://bit.ly/3padZZz

Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of What Works Wednesday, Matt is joined by Dave Zoller of Streamline Financial Planning, who has created a successful system and process for attracting clients and referrals through social media and content marketing. Dave will share how he started creating content and the importance of being intentional about educating others and about your time. https://bit.ly/3pcJbHh

If you’re new to skiing and it’s your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can’t go from zero meetings to thirty and expect that it’ll go well and that you won’t burn out. On today’s episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practice now. https://theperfectria.com/podcast/204

Have you considered that your productivity may be stagnant because you never leave the office, you’re constantly working, and therefore never NOT working? Have you taken time to think about what you get out of your work other than money and financial stability and how you would replace that if you were no longer working? How do you handle mistakes, and do you listen to your gut when you think things may be off track? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: The Office Will Burn Down If You Go On Vacation [Episode 203] What Works Wednesday - The Seller’s Journey With Guest Denise Logan Worlds to Conquer - When #$@# Goes Wrong https://bit.ly/3Vdoirp

Don’t kid yourself. You know that it’s not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full on panic mode and is your team trying to appease a client, and in reality only making it worse? On today’s Worlds To Conquer, Jamie goes through the steps of how to handle those situations and how to come together as a team to make sure they don’t happen again. https://bit.ly/424abHm

The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or unexpectedly, involves so many emotions as so often we equate who we are with what we do. On today’s What Works Wednesday, Matt is joined by the author of The Seller’s Journey, Denise Logan, to discuss why you should have your own exit strategy, the importance of working through the emotions that come with selling your business, and why planning for your own exit can help you connect and provide more value to your business owner clients. https://bit.ly/3L5t4mm

Is having an office that hasn’t been burnt to a crisp the threshold you’re working under when you take time out of the office? Or are you operating on the extreme end of having your team handle tasks that only you can do while you’re gone? On today’s episode, Matt and Micah talk through the process of taking time out of the office and the need to fear set with your team and your family to make your vacation, and the absence in your office, a positive one. https://theperfectria.com/podcast/203

Are you aware of all the little things that can help or hurt your credibility, such as relating to your clients on an emotional level? Do you look at your environment and focus on the barriers, or are you pushing forward and implementing any change to improve your practice and your life? What’s your worth? Have you taken the time to look at who you serve and who you want to become? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Do You Even Have Credibility? [Episode 202] What Works Wednesday - Working Past Limitations With Guest David Edmisten Worlds To Conquer - Chasing Money VS. Delivering Massive Value https://bit.ly/41LIhzN

Are you so focused on money that it’s your primary objective in your career as a Financial Advisor? If so, you’ll never be satisfied with your goals. On today’s episode, Jamie talks through the main questions you need to ask yourself in order to ensure you’re focused on delivering so much value that the money starts chasing you. https://bit.ly/40oSXmD

Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today’s What Works Wednesday, Matt is joined by David Edmisten from Next Phase Financial Planning, who, while an employee advisor, took the recommendation of ‘Do What Works’ and worked past company constraints. David will share how he managed to implement the concepts that Matt and Micah recommend at The Perfect RIA by trying one at a time and how he saw tremendous results with his clients and personal life. https://bit.ly/41AN47a