The Perfect RIA

Leaders You Shouldn't Follow

29 Jun 2023

Contributed by Lukas

Are you the type of leader who wants to be liked, and you'll do everything to make that a reality? What if, by doing that, you're destroying your org...

Core Values With Guest Ross Welte

28 Jun 2023

Contributed by Lukas

Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today's episode, Matt is joined by Ross Welte f...

Why Are 50 Clients Too Many? [Episode 210]

26 Jun 2023

Contributed by Lukas

If an advisor says that it's only possible to serve a certain number of clients, would you believe them? Instead, you should consider where that and ...

Creating Content, Simplifying Taxes, and Why Words Matter

23 Jun 2023

Contributed by Lukas

How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but a...

Words Matter

22 Jun 2023

Contributed by Lukas

Do your clients need financial credentials to understand what you're saying because it's all industry jargon? And if you think that hitting a certain...

Making Taxes Easy with Guest Steven Jarvis

21 Jun 2023

Contributed by Lukas

When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How a...

Creating Valuable Content [Episode 209]

19 Jun 2023

Contributed by Lukas

Creating content is easy, right? You hit record or start typing, and then it's magic! What typically happens is you forget your ABCs as soon as you h...

Financial Undressing, Team Building, and Taking Criticism

16 Jun 2023

Contributed by Lukas

Are you connected with others who have the same mindset as you that can help you understand what's really happening in your practice? Are you open to...

Taking Criticism

15 Jun 2023

Contributed by Lukas

Are you a keyboard warrior or the one calling the shots from the cheap seats? Or are you constantly praising others or expecting the same in return? ...

Team Building For Financial Advisors With Guest Christine Timms

14 Jun 2023

Contributed by Lukas

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joi...

Why Financial Undressing Matters [Episode 208]

12 Jun 2023

Contributed by Lukas

If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings...

Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

09 Jun 2023

Contributed by Lukas

Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the imp...

You Didn't Hire Idiots

08 Jun 2023

Contributed by Lukas

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode ...

The Value Of Writing A Legacy Letter With Guest Blake Brewer

07 Jun 2023

Contributed by Lukas

If you had the chance, would you take the time to write a letter to those who you love? One that could help them throughout their lives or bring them...

Stacking The Odds In Your Favor [Episode 207]

05 Jun 2023

Contributed by Lukas

Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though i...

Prospect Process, Forcing Mechanisms, and Unlimited Access

02 Jun 2023

Contributed by Lukas

Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have ...

How You Can Offer Unlimited Access

01 Jun 2023

Contributed by Lukas

When you bring on clients to your practice, you're looking to set up a lifetime relationship with them. So how do you set expectations on when they c...

Unique Forcing Mechanisms with Guest Dave Zaegel

31 May 2023

Contributed by Lukas

Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you're wasting your time and the impact it's havi...

Just Cause Your Breath Stinks, Don't Change The Process [Episode 206]

29 May 2023

Contributed by Lukas

When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks thr...

Walls, Right Fits, And What Will Get You Fired

26 May 2023

Contributed by Lukas

Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push ...

What Gets You Fired

25 May 2023

Contributed by Lukas

Finding the right people for your organization is a challenge, but once you do, how do you make sure they're living up to their potential, and how do...

The Right Value And The Right Clients with Guest Jason Speciner

24 May 2023

Contributed by Lukas

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they're the right fit for your firm, and...

Wall, What Wall? [Episode 205]

22 May 2023

Contributed by Lukas

Have you ever experienced someone telling you that your growth plans are wrong or not achievable? If so, then you've had the unfortunate experience o...

Surge Abandonment, Content Marketing and Amateur Hour

19 May 2023

Contributed by Lukas

Would you run a marathon the day you decide to start running? If not, then you'll understand that jumping from zero surge meetings to 30 in a week is...

Amateur Hour

18 May 2023

Contributed by Lukas

When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don't take the time to practice, ho...

Content Marketing With Guest Dave Zoller

17 May 2023

Contributed by Lukas

Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for some...

Did Surge Abandon You? [Episode 204]

15 May 2023

Contributed by Lukas

If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for sur...

Follow Up Friday - The Office Will Burn Down If You Go On Vacation

12 May 2023

Contributed by Lukas

Have you considered that your productivity may be stagnant because you never leave the office, you're constantly working, and therefore never NOT wor...

Worlds to Conquer - When #$@# Goes Wrong

11 May 2023

Contributed by Lukas

Don't kid yourself. You know that it's not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? I...

What Works Wednesday - The Seller's Journey With Guest Denise Logan

10 May 2023

Contributed by Lukas

The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your ow...

The Office Will Burn Down If You Go On Vacation [Episode 203]

08 May 2023

Contributed by Lukas

Is having an office that hasn't been burnt to a crisp the threshold you're working under when you take time out of the office? Or are you operating o...

Follow Up Friday - Do You Even Have Credibility?

05 May 2023

Contributed by Lukas

Are you aware of all the little things that can help or hurt your credibility, such as relating to your clients on an emotional level? Do you look at...

Worlds To Conquer - Chasing Money VS. Delivering Massive Value

04 May 2023

Contributed by Lukas

Are you so focused on money that it's your primary objective in your career as a Financial Advisor? If so, you'll never be satisfied with your goals....

What Works Wednesday - Working Past Limitations With Guest David Edmisten

03 May 2023

Contributed by Lukas

Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today's What Works Wednesday, ...

Do You Even Have Credibility? [Episode 202]

01 May 2023

Contributed by Lukas

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 thing...

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

28 Apr 2023

Contributed by Lukas

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 ta...

Worlds to Conquer - Client Events and Executive Assistants

27 Apr 2023

Contributed by Lukas

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 q...

What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino

26 Apr 2023

Contributed by Lukas

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 B...

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

24 Apr 2023

Contributed by Lukas

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 t...

Follow Up Friday - F*ing WORK!

21 Apr 2023

Contributed by Lukas

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 in...

Worlds to Conquer - Executive Assistants And Email Delegation

20 Apr 2023

Contributed by Lukas

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...

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

19 Apr 2023

Contributed by Lukas

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 ...

F*ing WORK! [Episode 200]

17 Apr 2023

Contributed by Lukas

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 w...

Follow Up Friday - Delegation 101

14 Apr 2023

Contributed by Lukas

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...

Worlds to Conquer - Do You Need An Executive Or Virtual Assistant?

13 Apr 2023

Contributed by Lukas

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...

What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein

12 Apr 2023

Contributed by Lukas

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 b...

Delegation 101 [Episode 199]

10 Apr 2023

Contributed by Lukas

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?...

Follow Up Friday - What To Do When You're Out Of The Office

07 Apr 2023

Contributed by Lukas

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 ...

Worlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week

06 Apr 2023

Contributed by Lukas

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...

What Works Wednesday - Education Planning With Guest Fred Amrein

05 Apr 2023

Contributed by Lukas

College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today's What Works Wednesday,...

What To Do When You're Out Of The Office [Episode 198]

03 Apr 2023

Contributed by Lukas

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 to...

Follow Up Friday - 10X Your Practice By Going Old School

31 Mar 2023

Contributed by Lukas

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...

Worlds To Conquer - What Is BackStage Pass?

30 Mar 2023

Contributed by Lukas

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 ...

What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

29 Mar 2023

Contributed by Lukas

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 joine...

10X Your Practice By Going Old School [Episode 197]

27 Mar 2023

Contributed by Lukas

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 e...

Follow Up Friday - Moving The Needle

24 Mar 2023

Contributed by Lukas

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 r...

Worlds to Conquer - Stop Being A Slacker

23 Mar 2023

Contributed by Lukas

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 unders...

What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

22 Mar 2023

Contributed by Lukas

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 b...

Moving The Needle [Episode 196]

20 Mar 2023

Contributed by Lukas

How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you plann...

Follow Up Friday - 10X Your Practice

17 Mar 2023

Contributed by Lukas

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 goal...

Worlds to Conquer - Change Happens When Four Things Occur In Your Life

16 Mar 2023

Contributed by Lukas

If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and pro...

What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet

15 Mar 2023

Contributed by Lukas

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 per...

10X Your Practice [Episode 195]

13 Mar 2023

Contributed by Lukas

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 mil...

Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse

10 Mar 2023

Contributed by Lukas

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 y...

Worlds to Conquer - Are You Ready To 10X Your Practice?

09 Mar 2023

Contributed by Lukas

Warning! If you are ready to give up on your goals, then just move along. Really… We recommend that you only listen to today's Worlds To Conquer if...

What Works Wednesday - Finding Fulfillment With Coach Brett Baughman

08 Mar 2023

Contributed by Lukas

How do you get to the point where you're at, or getting towards, your highest potential? And do you spend your day being reactive instead of proactiv...

Lifestyle Is Worth Less Than Wirehouse [Episode 194]

06 Mar 2023

Contributed by Lukas

Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today's episode, M...

Follow Up Friday - What Is Too Much Value?

03 Mar 2023

Contributed by Lukas

If you think you're delivering too much value (really??!), it may just be that you're failing to deliver it correctly. When you're creating content f...

Worlds to Conquer - Your Surge Questions Answered

02 Mar 2023

Contributed by Lukas

Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to creat...

What Works Wednesday - Client Events With Chad Hufford

01 Mar 2023

Contributed by Lukas

How are you deciding ways to connect with your clients throughout the year? If it's to update them on the latest news story without any true purpose,...

What Is Too Much Value? [Episode 193]

27 Feb 2023

Contributed by Lukas

When you imagine value as a sledgehammer, does that seem positive or negative to you? On today's episode, Matt and Micah talk through what it means t...

Follow Up Friday - We Don't Need Surge, We Need Prospects

24 Feb 2023

Contributed by Lukas

Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you ...

Worlds to Conquer - A Detailed Look At Surge

23 Feb 2023

Contributed by Lukas

Are you ready to implement surge, but you're unsure of what this truly looks like both for the advisor and the team? On today's episode, Jamie breaks...

What Works Wednesday - Creating A Surge Process That Works For You With John Mason

22 Feb 2023

Contributed by Lukas

When implementing surge, it's important to be intentional about your time and schedule, and understand what you're solving for. On today's episode, Ma...

We Don't Need Surge, We Need Prospects [Episode 192]

20 Feb 2023

Contributed by Lukas

Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful exp...

Follow Up Friday - Your Q1 Surge Plan

17 Feb 2023

Contributed by Lukas

Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation ...

Worlds to Conquer - Surge And Questions For Your Team

16 Feb 2023

Contributed by Lukas

You can't assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today's episo...

What Works Wednesday - The Advisor Path With Ben VerWys

15 Feb 2023

Contributed by Lukas

If you're good at what you do, it's understandable that there can be endless opportunities available to you. On today's episode, Matt is joined by Ben...

Your Q1 Surge Plan [Episode 191]

13 Feb 2023

Contributed by Lukas

With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On ...

Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks

10 Feb 2023

Contributed by Lukas

Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to creat...

Worlds to Conquer - Surge: Schedules and Teams

09 Feb 2023

Contributed by Lukas

You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and under...

What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris

08 Feb 2023

Contributed by Lukas

There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make cha...

Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]

06 Feb 2023

Contributed by Lukas

It's possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with y...

Follow Up Friday - What If You HAD To Double Your Productivity?!?

03 Feb 2023

Contributed by Lukas

What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clie...

Worlds to Conquer - Defining Value With Your Team

02 Feb 2023

Contributed by Lukas

Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today'...

What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman

01 Feb 2023

Contributed by Lukas

Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On th...

What If You HAD To Double Your Productivity?!? [Episode 189]

30 Jan 2023

Contributed by Lukas

We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours ...

Follow Up Friday - The Goal Of The Perfect RIA

27 Jan 2023

Contributed by Lukas

Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when wha...

Worlds to Conquer - Getting Uncomfortable With Your Goals

26 Jan 2023

Contributed by Lukas

Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On tod...

What Works Wednesday - Deal Structures and Trends In The M&A Market

25 Jan 2023

Contributed by Lukas

What happens when a senior advisor is looking to sell their practice to a junior advisor, but there's a large gap between the firm's valuation and the...

The Goal Of The Perfect RIA [Episode 188]

23 Jan 2023

Contributed by Lukas

Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a co...

Follow Up Friday - Why Is Playing Office Such An Evil?!?

20 Jan 2023

Contributed by Lukas

How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently s...

Worlds to Conquer - Goals And Productivity

19 Jan 2023

Contributed by Lukas

Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do you spe...

What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau

18 Jan 2023

Contributed by Lukas

When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today'...

Why Is Playing Office Such An Evil?!? [Episode 187]

16 Jan 2023

Contributed by Lukas

Do you think playing office means that you're at your desk playing solitaire? We all need downtime, and we all play office, but what's more important ...

Follow Up Friday - Tax Planning In 2023

13 Jan 2023

Contributed by Lukas

What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and impl...

Worlds to Conquer - Goal Setting: Email And Chat

12 Jan 2023

Contributed by Lukas

Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and does th...

What Works Wednesday - Creating Systems and Processes With Cameo Roberson

11 Jan 2023

Contributed by Lukas

As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On tod...

Tax Planning In 2023 [Episode 186]

09 Jan 2023

Contributed by Lukas

Willpower is not enough! If you're familiar with this statement, then what is your plan to make 2023 your best year ever? On today's episode, Matt and...

Follow Up Friday - You Are Playing Office, Here's How To Tell

06 Jan 2023

Contributed by Lukas

How often do you find yourself saying that you're at capacity and how realistic are the numbers you associate with your practice? How do you handle ch...