The Perfect RIA

Worlds to Conquer - Goal Setting

05 Jan 2023

Contributed by Lukas

When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On toda...

What Works Wednesday - Focusing On Positivity With Rich Chen

04 Jan 2023

Contributed by Lukas

Each one of us has challenges that we face throughout our lives, and it's easy to get swept up in the negativity and head trash. On today's episode, M...

You Are Playing Office, Here's How To Tell [Episode 185]

02 Jan 2023

Contributed by Lukas

It's easy to say and assume that you're at capacity, because what else are you doing with all your time? But if you're claiming that you're researchin...

Follow Up Friday - Was 2022 Your Best Year Ever?

30 Dec 2022

Contributed by Lukas

When you look to your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the...

Worlds to Conquer - Family Offices Q&A

29 Dec 2022

Contributed by Lukas

In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenera...

What Works Wednesday - Leading Advisors With Dustin Corrente

28 Dec 2022

Contributed by Lukas

How do you translate lessons that you learn into day-to-day strategies? On this What Works Wednesday, Matt is joined by Dustin Corrente, the Managing ...

Was 2022 Your Best Year Ever? [Episode 184]

26 Dec 2022

Contributed by Lukas

When you look back at this past year, are you questioning if you even did anything, or are you a victim of drinking your own kool-aid and celebrating ...

Follow Up Friday - Surge - What If It Works?

23 Dec 2022

Contributed by Lukas

Is your head trash what's stopping you from implementing surge and finding ways to deliver more value to your clients? If you're going to implement su...

Worlds to Conquer - Growing Up In A Family Office With Lane Wild

22 Dec 2022

Contributed by Lukas

On week three of our series of working in a family firm, Jamie is joined by her son Lane Wild as he shares what it's like to be the grandchild of the ...

What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace

21 Dec 2022

Contributed by Lukas

Making changes within your practice can be a difficult decision to make, especially when that involves bringing in a partner or making the leap to imp...

Surge - What If It Works? [Episode 183]

19 Dec 2022

Contributed by Lukas

We all have the same 24 hours in a day, but what sets up the good from the great is how that time is used. This is where surge meetings come into play...

Follow Up Friday - Why Are Value Adds Amazing?!

16 Dec 2022

Contributed by Lukas

If you aren't yet implementing value adds, you're missing an opportunity to help your clients achieve their goals. But it's important to make sure tha...

Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski

15 Dec 2022

Contributed by Lukas

Hire family or don't hire family? This might depend on who you're asking. In the second part of this series, Jamie is joined by her father, the legend...

What Works Wednesday - Small Business Planning With Steven Jarvis, CPA

14 Dec 2022

Contributed by Lukas

When discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they're solving for? Micah is j...

Why Are Value Adds Amazing?! [Episode 182]

12 Dec 2022

Contributed by Lukas

Value adds aren't a catchphrase; they're a way to provide specific, actionable advice to clients. But as with anything you choose to implement in your...

Follow Up Friday - Value Adds: Buckets and Guardrails

09 Dec 2022

Contributed by Lukas

When the markets are down, are you discussing investments and portfolios, or are you providing clients with a simplified report so they understand tha...

Worlds to Conquer - Family Offices

08 Dec 2022

Contributed by Lukas

When you hear that an advisor works for their parent, does that immediately conjure an idea that the advisor doesn't necessarily deserve to be in thei...

What Works Wednesday - Creating Habits With Lindsay Picone

07 Dec 2022

Contributed by Lukas

Have you thought about the impact of using the word 'should' and is it has a positive or negative meaning? On this What Works Wednesday, Matt is joine...

Value Adds: Buckets and Guardrails [Episode 181]

05 Dec 2022

Contributed by Lukas

When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with information on items...

Follow Up Friday - When Value Adds Go Wrong

02 Dec 2022

Contributed by Lukas

When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process co...

Worlds to Conquer - Training Your Team

01 Dec 2022

Contributed by Lukas

When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with yo...

What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty

30 Nov 2022

Contributed by Lukas

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvi...

When Value Adds Go Wrong [Episode 180]

28 Nov 2022

Contributed by Lukas

At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe t...

Follow Up Friday - The Retirement Income Timeline

25 Nov 2022

Contributed by Lukas

Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication wi...

Worlds to Conquer - Helping Team Members Set Priorities

24 Nov 2022

Contributed by Lukas

Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how to handle those sit...

What Works Wednesday - Working With International Clients With Ashley Murphy

23 Nov 2022

Contributed by Lukas

Having a focus and niche in your practice, to the point where your niche immediately triggers your name with someone, is fabulous. But just because yo...

The Retirement Income Timeline [Episode 179]

21 Nov 2022

Contributed by Lukas

When a client is getting close to retirement, how confident do they feel, and are they mentally spending money that they may not actually see? Matt an...

Follow Up Friday - TPR Live Event Recap

18 Nov 2022

Contributed by Lukas

Have you gone through the practice analyzer to take a deep dive into your practice to see where you're spending your time and energy? Have you thought...

Worlds to Conquer - Career Pathways

17 Nov 2022

Contributed by Lukas

Most employees leave their current employer because they feel there isn't any place for them to go. What if you create an environment where your emplo...

What Works Wednesday - Financial Literacy with Daniele Beasley

16 Nov 2022

Contributed by Lukas

On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background an...

TPR Live Event Recap [Episode 178]

14 Nov 2022

Contributed by Lukas

What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recen...

Follow Up Friday - Why Don't You Graduate Clients?

11 Nov 2022

Contributed by Lukas

Do you have your line in the sand that you know you won't cross with your clients? What happens if they cross that line or if they don't take your adv...

Worlds To Conquer - Who Are Your Prospects?

10 Nov 2022

Contributed by Lukas

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospecting a...

What Works Wednesday - Planning For Aging Clients With Lisa Mayfield

09 Nov 2022

Contributed by Lukas

How do you talk with your aging clients about planning for future care or for a change in their health? On today's What Works Wednesday, Matthew is jo...

Why Don't You Graduate Clients? [Episode 177]

07 Nov 2022

Contributed by Lukas

When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of deal...

Follow Up Friday - What Is A Lifestyle Practice?

04 Nov 2022

Contributed by Lukas

Are you guilty of spending hours in the office, just to be there? Or are you being hyper intentional about your time so you can deliver massive value ...

Worlds To Conquer - Dealing With Head Trash

03 Nov 2022

Contributed by Lukas

Are you afraid that you're going to lose all your clients and income once you implement something new? Everyone has doubts and insecurities but there ...

What Works Wednesday - Business Planning with Scott Rusnak

02 Nov 2022

Contributed by Lukas

Designing your life and your business is something that everyone should focus on. However, sometimes it's hard to find in yourself what you need to do...

What Is A Lifestyle Practice? [Episode 176]

31 Oct 2022

Contributed by Lukas

A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a smal...

Follow Up Friday - Delegation: When It Works And When It Doesn't

28 Oct 2022

Contributed by Lukas

Do you realize that you're already delegating the majority of items in your life? Have you paid attention to how you're talking to your clients by rep...

Worlds To Conquer - Client Onboarding: Referrals

27 Oct 2022

Contributed by Lukas

If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients'...

What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick

26 Oct 2022

Contributed by Lukas

Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick from...

Delegation: When It Works And When It Doesn't [Episode 175]

24 Oct 2022

Contributed by Lukas

It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn't always go as planned. At first glance, delegating...

Follow Up Friday - Your Client Onboarding Process

21 Oct 2022

Contributed by Lukas

Key takeaways from this week's episodes. Having systems in place that deliver massive value to your new, and current clients, and creating processes w...

Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

20 Oct 2022

Contributed by Lukas

Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during tha...

Your Client Onboarding Process [Episode 174]

17 Oct 2022

Contributed by Lukas

Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, instead...

Follow Up Friday - What Do You Do Once The Prospect Says 'Yes!'?

14 Oct 2022

Contributed by Lukas

What you need to know about onboarding. https://bit.ly/3Veoiac 

Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

13 Oct 2022

Contributed by Lukas

What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more. https://bit.ly/3edE...

What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales

12 Oct 2022

Contributed by Lukas

If you are an investor wanting to avoid the larger wirehouses, you are probably in the market for an independent financial planner or advisor who does...

What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]

10 Oct 2022

Contributed by Lukas

Your prospect just said 'yes'—now what? Don't panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they rec...

Follow Up Friday - How To Communicate Your Value To Clients

07 Oct 2022

Contributed by Lukas

Key takeaways from this week's episodes. https://bit.ly/3y8PYn5 

Worlds To Conquer - New Client Onboarding - Setting Expectations

06 Oct 2022

Contributed by Lukas

Beginning a month-long series all about onboarding brand new clients. https://bit.ly/3E9Sg9k 

What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte

05 Oct 2022

Contributed by Lukas

Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taki...

How To Communicate Your Value To Clients [Episode 172]

03 Oct 2022

Contributed by Lukas

Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still...

Follow Up Friday - Helping Team Members Triage Client Requests

30 Sep 2022

Contributed by Lukas

Helping your team to help you. https://bit.ly/3SgTJPx 

Worlds To Conquer - The Importance Of A Team

29 Sep 2022

Contributed by Lukas

What young advisors need to know in order to grow their practices. https://bit.ly/3BMVMnb 

What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario

28 Sep 2022

Contributed by Lukas

Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you f...

Helping Team Members Triage Client Requests [Episode 171]

26 Sep 2022

Contributed by Lukas

Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit...

Follow Up Friday - Do I Need To Fire My Team?

23 Sep 2022

Contributed by Lukas

Action items from this week's episodes. https://bit.ly/3RPNUbq 

Worlds To Conquer - How To Fire An Employee

22 Sep 2022

Contributed by Lukas

The right way to terminate someone you know shouldn't be on your staff. https://bit.ly/3f1iP6k 

What Works Wednesday With Josh Raab

21 Sep 2022

Contributed by Lukas

If you have expertise and knowledge to share beyond what you share with your clients as an advisor, writing a book has probably crossed your mind—an...

Should I Fire My Team? [Episode 170]

19 Sep 2022

Contributed by Lukas

There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and yo...

Follow Up Friday - Working With Family

16 Sep 2022

Contributed by Lukas

Recapping the pros and cons of working with family. https://bit.ly/3eDPdeM 

Worlds To Conquer - Should I Hire A Family Member?

15 Sep 2022

Contributed by Lukas

Settling the debate over whether it's a good idea to hire family members. https://bit.ly/3QBnZCN 

What Works Wednesday With Louis Diamond

14 Sep 2022

Contributed by Lukas

Many advisors reach a point in their careers when they wonder if the firm where they're working is the best place for them to serve their clients and ...

Working With Family [Episode 169]

12 Sep 2022

Contributed by Lukas

Don't hire your family members—just don't do it. Matthew and Micah jump on today to discuss the dilemma of hiring family members and why it's a bad ...

Follow Up Friday - Running An Effective Team When You're Out Of The Office

09 Sep 2022

Contributed by Lukas

Action items for making sure your practice doesn't burn down when you're away. https://bit.ly/3KFzIio 

Worlds To Conquer - Adding To Your Team - Hiring and Interviewing

08 Sep 2022

Contributed by Lukas

Tips for finding, screening, and hiring candidates. https://bit.ly/3cLcJ95 

What Works Wednesday With Brendan Frazier

07 Sep 2022

Contributed by Lukas

As an advisor, if you don't have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning come...

Running An Effective Team When You're Out Of The Office [Episode 168]

05 Sep 2022

Contributed by Lukas

If nothing gets done when you leave the office, is it because you don't have a rockstar—or is it because you suck as a leader? In this episode, Matt...

Follow Up Friday - How Surge Works For New Relationships And Clients

02 Sep 2022

Contributed by Lukas

Recapping this week's episodes and action items to implement right away. https://bit.ly/3PO66QR 

Worlds To Conquer - When I Surge, You Surge, We Surge

01 Sep 2022

Contributed by Lukas

How surge works with family units and dynamics. https://bit.ly/3KltNz3 

What Works Wednesday with Aaron Walker

31 Aug 2022

Contributed by Lukas

We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards...

How Surge Works For New Relationships And Clients [Episode 167]

29 Aug 2022

Contributed by Lukas

If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see ...

Follow Up Friday - The Challenge! Who Delivers More Value?

26 Aug 2022

Contributed by Lukas

Action items from this week's episodes. https://bit.ly/3pPdGjX 

Worlds To Conquer - Tips And Tricks For A Harmonious Surge

25 Aug 2022

Contributed by Lukas

How to make surge as efficient as possible. https://bit.ly/3dLgmMk 

What Works Wednesday with Guest Jeff Rattiner

24 Aug 2022

Contributed by Lukas

The CFP® designation has been the standard of excellence for financial planners for decades—and it's easy to see why. The highest designation in fi...

The Challenge! Who Delivers More Value? [Episode 166]

22 Aug 2022

Contributed by Lukas

Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists ...

Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison

19 Aug 2022

Contributed by Lukas

The differences in how Matt and Micah run surge. https://bit.ly/3PkN18A 

Worlds To Conquer - Managing Value Adds In Surge

18 Aug 2022

Contributed by Lukas

The importance of figuring out your value adds. https://bit.ly/3wl7kwn 

What Works Wednesday With Guest Rich Chen

17 Aug 2022

Contributed by Lukas

When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorne...

A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]

15 Aug 2022

Contributed by Lukas

The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge dif...

Follow Up Friday - Surge Meeting Mistakes

12 Aug 2022

Contributed by Lukas

What to avoid when planning surge. https://bit.ly/3QotMfm 

Worlds To Conquer - Calendaring Surge

11 Aug 2022

Contributed by Lukas

What to know about running surge. https://bit.ly/3Jt1eiw 

What Works Wednesday with Guests Steven Jarvis and Leila Shaver

10 Aug 2022

Contributed by Lukas

As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in...

Surge Meeting Mistakes [Episode 164]

08 Aug 2022

Contributed by Lukas

If you jump headfirst into the pool of surge meetings, you're going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings ...

Follow Up Friday - Estate Planning and Fall Surge

05 Aug 2022

Contributed by Lukas

How traveling and being out of the office is like cruise control on a car, dealbreakers, and more. https://bit.ly/3OQfWRK 

What Works Wednesday with Guest Alan Moore

03 Aug 2022

Contributed by Lukas

Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the b...

Estate Planning and Fall Surge [Episode 163]

01 Aug 2022

Contributed by Lukas

In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot success...

Follow Up Friday - What Does Family First Mean To You?

29 Jul 2022

Contributed by Lukas

Where advisors struggle with prioritizing business AND family. https://bit.ly/3BbrrjF 

What Works Wednesday with Guest Joe Curry

27 Jul 2022

Contributed by Lukas

Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the p...

What Does Family First Mean To You? [Episode 162]

25 Jul 2022

Contributed by Lukas

Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and...

Follow Up Friday - EVERYONE Charges A Premium Fee

22 Jul 2022

Contributed by Lukas

Highlights from Monday's podcast. https://bit.ly/3RF00Eu 

What Works Wednesday with Guest Michael Henley

20 Jul 2022

Contributed by Lukas

Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work,...

EVERYONE Charges A Premium Fee [Episode 161]

18 Jul 2022

Contributed by Lukas

Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and unders...

Follow Up Friday - Kitces Office Hours Teaser

15 Jul 2022

Contributed by Lukas

Why saying "no" is actually a good thing. https://bit.ly/3ICcA3y 

What Works Wednesday with Guest Benjamin Brandt

13 Jul 2022

Contributed by Lukas

As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, man...

Kitces Office Hours Teaser [Episode 160]

11 Jul 2022

Contributed by Lukas

Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You wil...

Follow Up Friday - Discount Fee - Then Discount Advisor!

08 Jul 2022

Contributed by Lukas

Revisiting the key takeaways from Monday's episode. https://bit.ly/3bJALAH 

Discount Fee - Then Discount Advisor! [Episode 159]

04 Jul 2022

Contributed by Lukas

The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In t...