The Perfect RIA
Episodes
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
12 Oct 2018
Contributed by Lukas
Key Links The financial advising program that Matt references: Academy of Preferred Advisors Joe's free program: PracticePower International Performa...
Don't Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
28 Sep 2018
Contributed by Lukas
Key Links The 'Sleep On It' Jarvis Financial Process Carl Richards Book on the One-Page Financial Plan -------------------- Most financial planners...
The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]
14 Sep 2018
Contributed by Lukas
To start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to il...
The Art of Prospecting & Time-Blocking [Episode 7]
03 Sep 2018
Contributed by Lukas
Key links Episode 2 (featuring Gina Cotner) of The Perfect RIA Gina Cotner's website for virtual assistants: Athena Executive Services The financial...
A Primer for Determining Your Fee Schedule [Episode 6]
17 Aug 2018
Contributed by Lukas
Key Links Math Diagram -------------------------------------- As the title states, this episode is all about determining a fee schedule for clients...
Always Take the High Road [Episode 5]
10 Aug 2018
Contributed by Lukas
Key Links Book Referenced by Matt and Micah: Selling the Invisible ---------- "It takes 20 years to build a reputation and five minutes to ruin it."...
Systems, Perspectives, and Procrastination: Business Coach John Barron's Advice for Entrepreneurs [Episode 4]
03 Aug 2018
Contributed by Lukas
Key Links John Barron's LinkedIn profile --------------------------------------- In this episode, John Barron shares the importance of replacing old...
The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
27 Jul 2018
Contributed by Lukas
Key Links Carl Richard's Website Malcolm Gladwell book which profiles Tom Gau: The Tipping Point --------------------------------------- During the ...
Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
20 Jul 2018
Contributed by Lukas
Key Links Athena Executive Services | Website | Facebook Page --------------------------------------- In this installment of the Perfect RIA po...
What Metrics Should Matter To Your Practice? [Episode 1]
13 Mar 2018
Contributed by Lukas
There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more. Subscribe to t...