Do you assume that for someone successful that things just come easy to them, or do you realize that they’re likely putting in the reps? On today’s episode, Matt and Micah talk about how it’s easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Listen in as they share what you need to do to set yourself up for success and why you need to visualize your client meetings and positive outcomes. https://theperfectria.com/podcast/197 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!  

Everyone gets distracted sometimes, but are you noticing when you’re playing office versus doing the work that will help propel you further? Do you realize that on some level, you’re likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you’re doing the work and not seeing the results, or maybe you just haven’t realized yet that your actions contradict your goals? Listen in as we recap this week’s highlights and action items. Listen to this week's episodes: Moving The Needle [Episode 196] What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA Worlds to Conquer - Stop Being A Slacker http://bit.ly/3ZQng5S The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Lifestyle doesn’t mean being lazy. Do you have your goals, and you want growth, but you continue to be stuck in the same spot? First, you must understand that having goals and taking action toward achieving them are different things. On today’s Worlds To Conquer, Jamie shares what steps you need to take to continue on that level of growth and show that you’re committed. http://bit.ly/3Zxs3Jz

Are you questioning what you should or shouldn’t do related to tax planning with your clients? On this week’s What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you’re doing tax planning!). Listen in as they talk about how working with your client’s tax preparer and educating yourself will only help further deliver value to your clients. http://bit.ly/3ZFQvsE

How are you starting your day? Are you checking your email, commenting on others’ social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactive? On today’s episode, Matt and Micah discuss different areas where advisors get caught playing office instead of doing the activities and work that are hyper-intentional and moving the needle. We all play office, but once you realize you’re not focused, what are you doing to get back into the necessary space to keep you on your right path? https://theperfectria.com/podcast/196 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Do you have big dreams and goals? Are you doing the same activities, thinking that things will magically change? What is your mindset about your goals, your practice, and your team and are you surrounding yourself with people who aspire to achieve more? What symptoms and processes are you putting into place, and out of your head, to help you reach those goals? Listen in as we recap this week’s highlights and action items. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! Listen to this week's episodes: 10X Your Practice [Episode 195] What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet Worlds to Conquer - Change Happens When Four Things Occur In Your Life http://bit.ly/41DuOdY

If you’re serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today’s Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3kAvu30

Do you find yourself making excuses as to why you could never have your dream practice? Or are you afraid of doing things unless you feel they’re perfect? On today’s episode, Matt is joined by Bryan Sweet from Sweet Financial Partners to share how he’s created his perfect practice. Bryan shares why you should focus on doing the things you’re good at and why you need to focus on smaller steps to help you reach your bigger goals while playing the long game. Bryan will also talk about how living in a small town has been an advantage both with the clients he serves and with his team. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3Z3qH9k

Do you have big aspirational goals? Elon Musk’s goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones needed in order to get there, or do you think there’s some silver bullet? On today’s episode, Matt and Micah talk about how in order to hit your goals and 10x your practice, you need to actually be doing things to move that needle. That means the reps, the personal development, and choosing to do things differently than you’ve done before. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! https://theperfectria.com/podcast/195

Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be proactive and find fulfillment? And have your goals died this month, or are you ready to take action towards 10Xing your practice? Listen in as we recap this week’s highlights and action items. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! Listen to this week's episodes: Lifestyle Is Worth Less Than Wirehouse [Episode 194] What Works Wednesday - Finding Fulfillment With Coach Brett Baughman Worlds to Conquer - Are You Ready To 10X Your Practice? http://bit.ly/3xRT2Uj