Do you feel guilty thinking you don’t need someone else doing a task you could do yourself? Imagine having an assistant who could help give back time in your day to do the things you need and want to do. On today’s Worlds To Conquer, Jamie walks through bringing on an Executive or Virtual Assistant and how to determine what tasks can be handed over to someone else. http://bit.ly/3KinayQ

Do you sometimes wonder why you act a certain way when you get upset or why you get so emotional sometimes? You want to feel your emotions but also be in command of your mindset, especially as a leader. On today’s What Works Wednesday, Matt is joined by Coach Adam Silberstein to talk through the concept of being above the line and below the line and how this awareness can help you personally, professionally, and with your team. http://bit.ly/3G0pckQ

Are you overwhelmed, but you feel like you don’t have the time to delegate, or assume you need to create a 50-page documented process for delegation? News flash! Delegation can be a superpower and allow you to focus on work that delivers value and grows your practice. On today’s episode, Matt and Micah walk through why you need to delegate, even if it’s in your personal life, what are some of the first tasks that you can hand over to someone else, and how to set your own expectations. https://theperfectria.com/podcast/199

Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor’s perfect week outside of surge? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: What To Do When You're Out Of The Office [Episode 198] What Works Wednesday - Education Planning With Guest Fred Amrein Worlds to Conquer - 10X Your Practice - A Financial Advisor’s Perfect Week http://bit.ly/3FK5UQD  

Surge is a hyperfocused time for you and your team, but once it’s done, do you feel uncertain about how to make sure you’re focused on your goals and moving the needle? On today’s Worlds To Conquer, Jamie walks through a perfect week for a financial advisor that will help you stay on track, spend more time with those you love, and still be available for your team. http://bit.ly/3LIkewJ

College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today’s What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to talk about ways that you can deliver value to your clients by asking about education planning. With the average loan borrower over the age of 50 and retirees helping with education for their children and grandchildren, it’s important to ask clients who is talking with them about these plans. http://bit.ly/3nckU3i *PayForED is not a Registered Investment Advisory or CPA Firm.  The information provided is general financial information, and each client’s situation is unique.  This information is based on current rules at the time of the recording, which may change in the future. Any of the financial strategies or tax ideas discussed today should be reviewed with a financial professional or tax expert before making any final personal financial decision.  

Surge is a high-intensity time for you - tons of client meetings, early mornings, and the constant need to be ‘on.’ But what about after surge? On today’s episode, Matt and Micah talk about how once surge ends, it’s time to move into that next piece - whether it’s family time, personal time, or another project. But how do you make that transition, and how does your team handle you being away from the office? Listen in as the guys share their recommendations for shifting gears, being present with your family, and empowering your team to handle situations while you’re gone. https://theperfectria.com/podcast/198

Do you assume that if someone is successful and things look easy for them or do you realize they’ve been putting the reps in? Do you consider yourself a proactive advisor who educates your clients and ensures they feel confident with you? Are you ready to learn more about The Perfect RIA’s coaching program? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: 10X Your Practice By Going Old School [Episode 197] What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat Worlds To Conquer - What Is BackStage Pass? http://bit.ly/3n0LkVn      

Would you rather learn from someone who is a so-called expert or someone who truly knows what they’re talking about and is willing to be transparent about what does and doesn’t work? On today’s Worlds To Conquer, Jamie is joined by Tracy Ottinger from The Perfect RIA to talk all things BackStage Pass! Listen in as they share information on this membership level, what you have access to, and how to use the resources we offer to improve your business. http://bit.ly/42h9ivW

Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week’s What Works Wednesday, Matt is joined by Paul Moffat, President of Arista Wealth Management, to discuss why being a proactive advisor puts you head and shoulders above every other person in your client's life. Matt and Paul will also discuss why a simple excel spreadsheet can help you and your team track your clients and prospects and see how you can deliver value. http://bit.ly/3JE0gBT