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The Perfect RIA

Latest episodes

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May 1, 2023 • 35min

Do You Even Have Credibility? [Episode 202]

You know that with your clients, everything you do either helps or it hurts - everything counts! On today’s episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it’s more than likely a lack of credibility. But then what do you do? Top advisors are always looking for ways to demonstrate their credibility, so be sure to communicate and set expectations with your clients and do what you say you’re going to do. https://theperfectria.com/podcast/202
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Apr 28, 2023 • 14min

Follow Up Friday - Why Aren’t You Delegating To A Virtual Assistant?

Bringing on a high-caliber assistant can mean the difference between someone who knows how they can help you versus someone who just responds to a task, but how do you find the right person? How does working with an agency help create a successful match in which you truly get back time in your life to focus on other things? How are you communicating with your executive assistant, and are they problem solvers as well as someone who values privacy? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Why Aren’t You Delegating To A Virtual Assistant? [Episode 201] What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino Worlds to Conquer - Client Events and Executive Assistants http://bit.ly/3o4mxAp  
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Apr 27, 2023 • 35min

Worlds to Conquer - Client Events and Executive Assistants

Do you have someone in charge of expected and unexpected needs when planning a client event? On today’s Worlds To Conquer, Jamie shares some of the questions we’ve received on hiring an Executive or Virtual Assistant, as well as how having someone dedicated to handling logistics and representing you and your brand can further allow you to focus on only the things you can do. http://bit.ly/406EMTh
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Apr 26, 2023 • 32min

What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino

Are you being your own assistant and handling things you shouldn’t? On today’s What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY, which provides virtual assistants to clients all over the US. Matt and Tricia discuss common mistakes advisors make when hiring a VA, how to decide what and how to delegate to an assistant, and how taking this step can help transform your life by giving you the time to focus your energy elsewhere and handle the decisions only you can make. http://bit.ly/3GC77tF
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Apr 24, 2023 • 23min

Why Aren’t You Delegating To A Virtual Assistant? [Episode 201]

Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings - sure - but at what cost? Are doing these tasks the highest and best use of your time? On today’s episode, Matt and Micah talk about the benefits of hiring a virtual assistant so you can focus your decisions and time that only you can do. Listen in as they share some mistakes people make when bringing on a virtual assistant, as well as how to make this transition successful. https://theperfectria.com/podcast/201
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Apr 21, 2023 • 12min

Follow Up Friday - F*ing WORK!

How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional are you when you’re presenting to clients? What rules of escalation do you have in place for your team? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: F*ing WORK! [Episode 200] What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis Worlds to Conquer - Executive Assistants And Email Delegation http://bit.ly/41dpgWF  
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Apr 20, 2023 • 31min

Worlds to Conquer - Executive Assistants And Email Delegation

Do you wonder what you could do if you had a little more time? Imagine having someone dedicated to handling everything except for the tasks that only you can do. In this week’s Worlds To Conquer, Jamie talks about hiring an Executive Assistant to handle your email. She’ll go through her recommendations to set this up so that you only need to focus on what needs your attention as well as walk through the importance of having rules of escalation and a communication policy. http://bit.ly/3mhxxtB
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Apr 19, 2023 • 25min

What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis

Performers on a broadway show don’t just go on stage and decide what they’re going to sing that night, they’re prepared. Same with a comedian, their performances are practiced and rehearsed over and over again. On today’s What Works Wednesday, Matt is joined by comedian Cory Michaelis to talk about opportunities to use comedy in presentations or client meetings as well as why no matter what, practicing and rehearsing is what will make you a higher-level performer and presenter. http://bit.ly/3nR2Dsr
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Apr 17, 2023 • 31min

F*ing WORK! [Episode 200]

It’s important to have efficiency in your practice, doing things faster, but what about the effectiveness of what you’re doing? Waving a magic wand won’t get you to where you want to go, you have to practice and put in the reps to see the success. In today’s episode, Matt and Micah discuss the idea that everything you do counts, whether in a prospect, client meeting, or a presentation. How those meetings and presentations go depends on the work you put in beforehand and how prepared you are. You need to do the work! https://theperfectria.com/podcast/200
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Apr 14, 2023 • 12min

Follow Up Friday - Delegation 101

Do you feel guilty about the thought of bringing someone on to handle tasks that you could do yourself? Do you also feel guilty about not making your own clothes or the fuel you put in your car? Imagine freeing up your time so that you can focus on those tasks that will help you get to the next level. Also, in your mind, is conflict in your office good or bad, and do you take time to think about your emotions instead of acting on them? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Delegation 101 [Episode 199] What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein Worlds to Conquer - Do You Need An Executive Or Virtual Assistant? http://bit.ly/40QYH9E

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