The Perfect RIA

Reading Time with Jarvis - Delivering Massive Value - Chapter 9

13 Oct 2021

Contributed by Lukas

Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p 

I'll Do It Later [Episode 127]

11 Oct 2021

Contributed by Lukas

You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, i...

Follow Up Friday - Double Your Practice

08 Oct 2021

Contributed by Lukas

Major action items to implement now. https://bit.ly/3iEXy0X 

Tips from the Trenches - Christmas in October

06 Oct 2021

Contributed by Lukas

Why we want to think about Christmas before December. https://bit.ly/3uou24d 

Double Your Practice [Episode 126]

04 Oct 2021

Contributed by Lukas

How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but th...

Reading Time with Jarvis - Deep Work by Cal Newport

29 Sep 2021

Contributed by Lukas

Learn what damages your productivity and focus time. https://bit.ly/3hZQUC9 

Follow Up Friday - Team Won't Implement

24 Sep 2021

Contributed by Lukas

Action items for the upcoming week to help your practice succeed. https://bit.ly/3tNdjHu 

Tips from the Trenches - Assuming on a Client Plan

22 Sep 2021

Contributed by Lukas

Learn our steps for a successful financial planning process. https://bit.ly/3tIqEkt 

Team Won't Implement [Episode 125]

20 Sep 2021

Contributed by Lukas

None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reas...

Follow Up Friday - It's Not Just Matt and Micah That Surge

17 Sep 2021

Contributed by Lukas

Action items for quadrupling your income and the time you spend out of your office. https://bit.ly/3hlNTvK 

Reading Time with Jarvis - Nerd's Eye View by Michael Kitces

15 Sep 2021

Contributed by Lukas

Learn about one of Matt's favorite resources for advising advice. https://bit.ly/3yPt5ml 

It's Not Just Matt and Micah That Surge [Episode 124]

13 Sep 2021

Contributed by Lukas

Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings them...

Follow Up Friday - Is There A Wannabe Doctor On Board?

10 Sep 2021

Contributed by Lukas

Learn why it's important to learn from people who have actually done what you want to do. https://bit.ly/3tcuimp 

Tips from the Trenches - The Power of One Page

08 Sep 2021

Contributed by Lukas

Learn the value of one-page planning documents. https://bit.ly/2WGLTa3 

Is There A Wannabe Doctor On Board? [Episode 123]

06 Sep 2021

Contributed by Lukas

The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others ...

Reading Time with Jarvis - The Rich Barber Method by Chuka Torres

01 Sep 2021

Contributed by Lukas

Learn how business tips from a barber apply to all entrepreneurs. https://bit.ly/3Bxixdp 

Tips from the Trenches - Follow The Process

25 Aug 2021

Contributed by Lukas

How to communicate with clients about the value of following a process of success. https://bit.ly/3gkpAhd 

Follow Up Friday - Being The Best

20 Aug 2021

Contributed by Lukas

When you have too much going on to do what it takes to be the best. https://bit.ly/3fRSmFz 

Reading Time With Jarvis - Mr. Money Mustache

18 Aug 2021

Contributed by Lukas

Learn valuable takeaways from the Mr. Money Mustache blog. https://bit.ly/3AFjrUv 

Being The Best [Episode 122]

16 Aug 2021

Contributed by Lukas

Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny....

Follow Up Friday - When You Make Too Many Exceptions

13 Aug 2021

Contributed by Lukas

Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32 

Tips from the Trenches - Team Experience

11 Aug 2021

Contributed by Lukas

Learn what experience you can give your employees to empower them. https://bit.ly/3yEkkfu 

When You Make Too Many Exceptions [Episode 121]

09 Aug 2021

Contributed by Lukas

When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at....

Follow Up Friday - The Power Factor

06 Aug 2021

Contributed by Lukas

What you can do today to move the needle forward in your business. https://bit.ly/3xojEJN 

Reading Time With Jarvis - Total Money Makeover by Dave Ramsey

04 Aug 2021

Contributed by Lukas

Learn why Matt recommends you read this book every year. https://bit.ly/3BXroWM 

The Power Factor [Episode 120]

02 Aug 2021

Contributed by Lukas

You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today...

Tips from the Trenches - Breaking the Process

28 Jul 2021

Contributed by Lukas

Learn the problem with not following the systems that have been put in place. https://bit.ly/3y5TT1T 

Follow Up Friday - How to Delegate Email

23 Jul 2021

Contributed by Lukas

Action items for how to delegate email and reclaim your freedom. https://bit.ly/3wNVnwo

Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler

21 Jul 2021

Contributed by Lukas

Learn the importance of planning for end-of-life scenarios. https://bit.ly/3rn69sw 

How to Delegate Email [Episode 119]

19 Jul 2021

Contributed by Lukas

There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or f...

Tips from the Trenches - Check-in Time When We're Gone

14 Jul 2021

Contributed by Lukas

Learn how to put systems in place to give you more free time. https://bit.ly/3hVe63J 

Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]

12 Jul 2021

Contributed by Lukas

There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are...

Follow Up Friday - What Happens When You Make A Mistake

09 Jul 2021

Contributed by Lukas

Lessons learned from a recent TPR mistake. https://bit.ly/3e024Vz 

Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell

07 Jul 2021

Contributed by Lukas

Learn what really puts top performers across industries ahead of everyone else.  https://bit.ly/36qoCuh 

Mid-Year Review [Episode 117]

05 Jul 2021

Contributed by Lukas

The second half of the year won't be any better than the first half of the year if you're doing the same thing. That's why Matt and Micah always make ...

Tips from the Trenches - Head Trash

30 Jun 2021

Contributed by Lukas

An example of how to add massive value—even while on vacation. https://bit.ly/2UGJUBn 

Follow Up Friday - What Happens When You Don't Know The Answer?

25 Jun 2021

Contributed by Lukas

How to respond when clients ask questions and you don't know the answer. https://bit.ly/3xM36My 

Reading Time With Jarvis - Hell Yeah or No by Derek Sivers

23 Jun 2021

Contributed by Lukas

Learn what to consider when looking at opportunities and making decisions. https://bit.ly/3gMZEdq 

What Happens When You Don't Know The Answer? [Episode 116]

21 Jun 2021

Contributed by Lukas

Giving a back-of-the-napkin answer when a client throws out a question you're unsure about can be a dangerous game to play. In this episode, Matt and ...

Follow Up Friday - Prospect Lessons from 2021

18 Jun 2021

Contributed by Lukas

Figuring out your success formula for articulating your value to prospective clients. https://bit.ly/3cRmQWP 

Wisdom Wednesday - DMV on Identity Theft

16 Jun 2021

Contributed by Lukas

How to deliver massive value to a client whose identity has been stolen. https://bit.ly/2TCGz5G 

Prospect Lessons from 2021 [Episode 115]

14 Jun 2021

Contributed by Lukas

Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that quest...

Weekly Wrap Up - Head Trash

11 Jun 2021

Contributed by Lukas

Learn the keys to getting out of your own way to reach success. https://bit.ly/3zcptfC 

Reading Time With Jarvis - Skin in the Game by Nassim Taleb

09 Jun 2021

Contributed by Lukas

Learn about the importance of only taking advice from people who have "skin in the game." https://bit.ly/2S7skoJ 

Head Trash [Episode 114]

07 Jun 2021

Contributed by Lukas

Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subjec...

Tips from the Trenches - Conference Room Mistakes

02 Jun 2021

Contributed by Lukas

Learn why every little thing can help - or hurt - your business. https://bit.ly/3hGT6zn 

Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis

26 May 2021

Contributed by Lukas

Learn about the ins and outs of social security. https://bit.ly/3nXXk6x 

Weekly Wrap Up - I'm Done with Surge...Now What?

21 May 2021

Contributed by Lukas

Learn about the importance of having fun and leaving time for your family.  https://bit.ly/3uKChaa 

Tips from the Trenches - The Dishwasher Rule

19 May 2021

Contributed by Lukas

How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z 

I'm Done With Surge...Now What? [Episode 113]

17 May 2021

Contributed by Lukas

When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose ...

Weekly Wrap Up - Why Advisors Fail

14 May 2021

Contributed by Lukas

Learn why advisors fail and the importance of following a success process. https://bit.ly/33BktTd 

Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate

12 May 2021

Contributed by Lukas

Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC 

Why Advisors Fail [Episode 112]

10 May 2021

Contributed by Lukas

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but t...

Tips from the Trenches - Prospect Process

05 May 2021

Contributed by Lukas

Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm 

It's Just An Email [Episode 111]

03 May 2021

Contributed by Lukas

When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how ...

Reading Time With Jarvis - The War of Art by Steven Pressfield

28 Apr 2021

Contributed by Lukas

Matt shares how to avoid procrastination and the importance of working towards your goals. https://bit.ly/2QwYfyF 

Tips from the Trenches - When the Sales Process Goes Wrong

21 Apr 2021

Contributed by Lukas

Learn how to avoid making mistakes that will ruin your chances with a prospective client. https://bit.ly/32tmAYE 

Finding Good Talent with Yosef Colish [Episode 110]

19 Apr 2021

Contributed by Lukas

Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef Internation...

Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport

14 Apr 2021

Contributed by Lukas

Matt shares important takeaways from a book he wishes he'd read early in his career. https://bit.ly/2QhjdB4

The "Perfect" Way to Rollover a 401(k) [Episode 109]

12 Apr 2021

Contributed by Lukas

Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into...

Tips from the Trenches - Buckets

07 Apr 2021

Contributed by Lukas

Learn why you must communicate your allocation strategy to your clients. https://bit.ly/39AU8bb 

The Right Size Financial Plan [Episode 108]

05 Apr 2021

Contributed by Lukas

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt an...

Reading Time with Jarvis - Solve for Happy by Mo Gawdat

31 Mar 2021

Contributed by Lukas

Learn key takeaways from one of the most powerful books Matt has read in the last five years. https://bit.ly/3cmr2y3 

Tips from the Trenches - Delivering Massive Value

24 Mar 2021

Contributed by Lukas

Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7 

Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller

17 Mar 2021

Contributed by Lukas

Learn how to handle having employees who aren't a good fit for your company. http://bit.ly/3rMNTIu 

How Long Does it Take You to Create a Tax Plan? [Episode 107]

15 Mar 2021

Contributed by Lukas

It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this...

Tips from the Trenches - Clients' Kids' Accounts

10 Mar 2021

Contributed by Lukas

Learn why it's not always a good idea to bring on clients' family members. https://bit.ly/3qkZDjG 

Why Do You Complain vs Improve? [Episode 106]

08 Mar 2021

Contributed by Lukas

When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you c...

Reading Time with Jarvis - Never Split the Difference by Chris Voss

03 Mar 2021

Contributed by Lukas

Discover powerful negotiation strategies. https://bit.ly/3r2E0Ww 

How Do I Deliver Massive Value? [Episode 105]

01 Mar 2021

Contributed by Lukas

If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you ...

Tips from the Trenches - Fees

24 Feb 2021

Contributed by Lukas

Get over your head trash and figure out what value you provide doing financial planning. https://bit.ly/2ZAK1xw 

Reading Time with Jarvis - Influence by Robert Cialdini

17 Feb 2021

Contributed by Lukas

Learn powerful strategies for influence. https://bit.ly/2OH6GGr 

Why Is the Fee Conversation SO Hard!? [Episode 104]

15 Feb 2021

Contributed by Lukas

Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowes...

Tips from the Trenches - 2nd Opinion

10 Feb 2021

Contributed by Lukas

How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2 

How Long Does It Take To Create a Financial Plan? [Episode 103]

08 Feb 2021

Contributed by Lukas

Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass...

Tips from the Trenches - Client Email

03 Feb 2021

Contributed by Lukas

Empower your team to answer client questions. https://bit.ly/3j2wlEE 

What If I Don't Want a Lifestyle Practice? [Episode 102]

01 Feb 2021

Contributed by Lukas

There's a question Matt and Micah get more often than you might think: What do you do if you don't want a lifestyle practice? Today the guys are answe...

Reading Time with Jarvis - Tools of Titans by Tim Ferriss

27 Jan 2021

Contributed by Lukas

Key takeaways from one of Matt's favorite books. https://bit.ly/3izAcsi   

Tips from the Trenches - Interviewing Attorneys

20 Jan 2021

Contributed by Lukas

Questions to ask and things to look out for when interviewing attorneys. https://bit.ly/38JhJGx 

Why Am I Not Getting More Referrals? [Episode 101]

18 Jan 2021

Contributed by Lukas

We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solel...

Reading Time with Jarvis - Measure What Matters by John Doerr

13 Jan 2021

Contributed by Lukas

Key takeaways from one of Matt's favorite books. https://bit.ly/2LwUare 

How Much Should I Be Charging? [Episode 100]

11 Jan 2021

Contributed by Lukas

At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it i...

Tips from the Trenches - Gifting Money to Kids

06 Jan 2021

Contributed by Lukas

https://bit.ly/3pJ2Gm1 

Should I Leave My Broker Dealer This Year? [Episode 99]

04 Jan 2021

Contributed by Lukas

"Should I leave my broker dealer this year?" is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer t...

Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray

30 Dec 2020

Contributed by Lukas

https://bit.ly/34DuIqI 

Tips from the Trenches - Paying Your House off in Retirement

23 Dec 2020

Contributed by Lukas

http://bit.ly/3hkeQ1P 

Sten Morgan Interview [Episode 98]

21 Dec 2020

Contributed by Lukas

Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it's also about the way you...

Reading Time with Jarvis - A Random Walk Down Wall Street by Burton Malkiel

16 Dec 2020

Contributed by Lukas

https://bit.ly/3agueuB 

Professing Our Love for Kitces [Episode 97]

14 Dec 2020

Contributed by Lukas

Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incr...

Tips from the Trenches - Pay Raises in Retirement

09 Dec 2020

Contributed by Lukas

https://bit.ly/2L6Ttow 

John Lee Dumas Interview [Episode 96]

07 Dec 2020

Contributed by Lukas

While we, like many financial advisors, take pride in doing 30-40 surge meetings in a week, John Lee Dumas does 20 podcast interviews in one day.  An...

Reading Time with Jarvis - Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland

02 Dec 2020

Contributed by Lukas

https://bit.ly/39mESiZ 

Tips from the Trenches - What if X Happens When I Retire?

25 Nov 2020

Contributed by Lukas

https://bit.ly/3pWDDgf 

Reading Time with Jarvis - Drive by Daniel Pink

18 Nov 2020

Contributed by Lukas

https://bit.ly/3lACWq8 

FPA Presentation [Episode 95]

16 Nov 2020

Contributed by Lukas

What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and t...

Tips from the Trenches - Convincing Clients They Can Retire

11 Nov 2020

Contributed by Lukas

https://bit.ly/2GHYr9k 

How Do I Start a Mastermind Group? [Episode 94]

09 Nov 2020

Contributed by Lukas

Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details o...

Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes

04 Nov 2020

Contributed by Lukas

https://bit.ly/3241G2c 

How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]

02 Nov 2020

Contributed by Lukas

What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with...

Tips from the Trenches - Politics

28 Oct 2020

Contributed by Lukas

https://bit.ly/2J77hOS