The Perfect RIA

In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects - investments. They recall the pitfalls of fixating too much on investments, a common trap that many advisors fall into, and assert that clients don't hire you for your investment expertise alone; they delegate to you for a reason. The duo exposes the fallacy of custom portfolios and instead shares that investments should be viewed as a tool for securing an income that lasts a lifetime. As advisors, you want to be the voice of reason and align every recommendation with your client's ultimate goals. https://theperfectria.com/podcast/223

Let's talk about the reality of assistant expectations in the world of leadership. We're recapping Matt and Micah's experiences and insights on effective delegation and team management, where they stress the importance of clear communication, setting expectations, and creating a supportive environment for your team. We'll also share tips from Libby Greiwe, from The Efficient Advisor, as she discussed the power of themes and systems in building a successful practice. Lastly, we'll review the dynamic between visionaries and integrators in the hiring process, emphasizing the need for clarity and realistic promises when bringing new team members on board. Listen to this week's episodes: Common Assistant (Team) Myths [Episode 222] The Power of Working in Themes with Guest Libby Greiwe You Promised What?! https://bit.ly/3EMhAS9

In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate endless ideas, with integrators, who keep those ideas on track. Jamie highlights the need for clear communication in job offers and cautions against overpromising, stressing the importance of being intentional about what you can and can't deliver. She also challenges the notion of entitlement in new hires and underscores the significance of earning one's way to ownership. Jamie shares the secrets to finding the right people for your team, those who embrace opportunities and are truly "all in." https://bit.ly/460aHIo

Matthew Jarvis welcomes Libby Greiwe from The Efficient Advisor to share her wealth of knowledge drawn from successfully managing a million-dollar practice while working just 24 hours a week. Libby emphasizes the importance of deepening client relationships through themed financial planning, continuous client education, and value-added services. Discover how focusing on themes can revolutionize your practice, making it more engaging, educational, and, ultimately, more successful. Tune in to explore the art of providing exceptional value and building a thriving advisory community. https://bit.ly/45I0Reo

Matt and Micah are tackling the art of delegation and team leadership. From the pitfalls of assuming assistants can work magic to the critical importance of clear communication, they shed light on the intricacies of delegation. Discover the essential distinction between process problems and people problems and how leaders set the tone for a team's culture. Learn why delegation isn't a one-size-fits-all solution and the crucial role that clear communication plays in achieving results. Plus, uncover the keys to building a culture where accountability thrives. https://theperfectria.com/podcast/222

In this recap, we'll start by breaking down the myths around surge schedules, the importance of maintaining a set calendar, and invaluable tips on communicating with clients and optimizing your team's productivity to deliver maximum value during surge periods. Next, we'll share Charlie Walker's awe-inspiring journey, cycling from Britain to the farthest points in Europe, Asia, and Africa, which teaches us that sometimes, all it takes is that first step over the doorstep mile to embark on life-changing adventures, embracing the unexpected and gaining a deeper understanding of the world and ourselves. Lastly, we'll share the value of starting at the bottom and working your way up in your career. Discover how humility, a willingness to ask questions, and doing the work yourself can not only make you a better leader but also open doors to growth and opportunity that you may have otherwise missed. Listen to this week's episodes: Wait? Surge Again? Hell Yeah! [Episode 221] Journey Beyond The Doorstep Mile With Guest Charlie Walker Curious ?'s https://bit.ly/3qTALWF

Jamie emphasizes the significance of beginning your career journey at the grassroots level, debunking the prevalent notion that instant success is attainable right out of college. She discusses her experiences with individuals who yearn to elevate their careers and shares insights into true ownership, emphasizing it's about taking risks, not just reaping the rewards. She underscores the need for responsibility, curiosity, and a willingness to ask questions, emphasizing that fearing questions is detrimental to professional growth. Furthermore, Jamie suggests that one's past should not hinder future opportunities, advocating for starting at the bottom, gaining inside-out knowledge, and leading by example. Jamie encourages aspiring leaders to be willing to do the work they ask of others, earning respect and trust in the process. https://bit.ly/3EjdmRG

Matt dives into the incredible journey of adventurer and author Charlie Walker from the UK, who shares his lessons on curiosity, courage, and taking the first step into the unknown. From cycling across three continents to exploring off-the-beaten-path destinations, Charlie's story teaches us that embracing our passions, starting despite uncertainty, and taking small steps can lead to life-changing adventures. Discover how he finds balance in a traditional lifestyle and why sharing your goals with others is the key to turning dreams into reality. Tune in for a dose of motivation and the wisdom of someone who's truly lived life on the edge. https://bit.ly/3PhIrv9

Surge is around the corner, and Matt and Micah are diving into this game-changer for financial advisors. Discover how strategic calendar management can reshape your client relationships and industry impact and the importance of unwavering consistency in your scheduling to maintain productivity and client value. Unearth why Surge isn't just a tactic but the bedrock of a thriving practice and how clear communication policies can enhance client interactions. Lastly, the guys will explore the secrets to team alignment and automation that make Surge more than just a vacation plan. https://theperfectria.com/podcast/221

Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impactful interactions. Curious about the importance of an organized approach to compliance? Learn insights about record-keeping, the role of documentation, and the benefits of involving compliance professionals early in the process. How consistent are you with your practice and guiding the next generation towards leadership and positive influence? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: STOP Delivering Value! [Episode 220] Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley You May Be The Problem https://bit.ly/3qI9oP9