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The Perfect RIA

Business & Economics Podcasts

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

Location:

United States

Description:

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

Language:

English


Episodes

Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]

4/3/2020
Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podcast, Benjamin inspires people to be financially independent and properly prepared to retire. Today he joins this podcast to discuss his background and how he started his incredibly successful show. You can find show notes and more information by clicking here: https://bit.ly/2W9B26f

Duration:00:29:37

Head Trash with Coach Joe Lukacs [Episode 71]

3/27/2020
This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you’re in a good headspace that will allow you to effectively help your family, business, and clients through difficult times. Whether you’re an advisor who has been through a recession before or this is your first rodeo, you'll gain some great insights and tips on how to handle unexpected challenges. You can find show notes and more information by clicking here: https://bit.ly/33NSDT0

Duration:00:37:05

Lessons from the Slopes [Episode 70]

3/20/2020
Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. For a few years now, they have been hosting a mastermind session with a core group to break through mental barriers and create extreme accountability. There was so much value they were able to bring out of the experience that they’re bringing it to the podcast for you to benefit from as well. You can find show notes and more information by...

Duration:00:27:22

Corona Virus [Episode 69]

3/13/2020
When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them feel comfortable with the plans we have set in place for their financial goals? Today Micah and Matthew are talking about global pandemics and sharing tips on how to properly address panic with your clients. You can find show notes and more information by clicking here: https://bit.ly/2VUtUud

Duration:00:25:49

Team Work Makes the Dream Work [Episode 68]

3/6/2020
Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen from Q2 consulting is taking the place of Micah this episode because she has some really helpful insight on building great teams. Matthew and Colleen discuss how business owners should work and particularly how to work with your team. You can find show notes and more information by clicking here: https://bit.ly/32mBezX

Duration:00:30:23

Getting the First Appointment - Part 2 [Episode 67]

2/21/2020
Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's episode will be continuing where they left off. The guys will discuss what should be happening in that first meeting and what to do after you have vetted a potential client enough to know they are a solid prospect. You can find show notes and more information by clicking here: https://bit.ly/2SFIsvR

Duration:00:31:19

Getting Past the First Prospect Meeting [Episode 66]

2/14/2020
Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways you can set yourself up to receive only the people you can truly serve well. You will also find out what they do personally to vet clients and get through the first prospect meeting with clarity and purpose. You can find show notes and more information by clicking here: https://bit.ly/37lVrqu

Duration:00:34:49

Real Estate and the Secure Act [Episode 65]

2/7/2020
Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a simple solution that helps everyone make the best, informed decision on whether or not to go forward with the property rental, and they'll shed light on what you need to know about the Secure Act. You can find show notes and more information by clicking here: https://bit.ly/2GVl72k

Duration:00:29:52

RMD Value Adds [Episode 64]

1/31/2020
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value. You can find show notes and more information by clicking here: https://bit.ly/2tSqkoO

Duration:00:27:12

Million Dollar Ideas Are Worthless [Episode 63]

1/24/2020
Advisors get stuck on great ideas all the time. What’s so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar" ideas are worthless and how to dial into what really matters: implementation. You can find show notes and more information by clicking here: https://bit.ly/375KFFn

Duration:00:27:30

Beating The Markets [Episode 62]

1/17/2020
Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and “outperforming” the markets. They'll share how you can be prepared for conversations about investments and how to handle it when clients have doubts. You can find show notes and more information by clicking here: https://bit.ly/2FFfUeD

Duration:00:26:24

Distributions While Out of Office [Episode 61]

1/10/2020
When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharing the answer. You can find show notes and more information by clicking here: https://bit.ly/2FlZZBN

Duration:00:25:03

It’s A New Year [Episode 60]

1/3/2020
As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to make it happen. You can find show notes and more information by clicking here: http://bit.ly/2MJNnbo

Duration:00:26:28

Increasing Massive Value [Episode 59]

12/27/2019
Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help your clients achieve their goals? Matt and Micah break it down in today's episode. You can find show notes and more information by clicking here: https://bit.ly/2rfx6Un

Duration:00:27:41

How to Choose a Coaching Program [Episode 58]

12/20/2019
Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing their opinions on this subject and describing the things you need to be looking at to find the perfect program for you and your firm. You can find show notes and more information by clicking here: http://bit.ly/2qQtRCD

Duration:00:28:40

Managing Distractions [Episode 57]

12/13/2019
The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today, Matt and Micah will be working through common distractions and ways to handle them to help you ensure you're making the most of your day. You can find show notes and more information by clicking here: https://bit.ly/2qop8aS

Duration:00:31:29

Business Planning [Episode 56]

12/6/2019
As 2020 approaches, it’s important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. You can find show notes and more information by clicking here: https://bit.ly/366w7on

Duration:00:31:37

Measure the Real Stuff [Episode 55]

11/29/2019
As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn’t. In short, they're sharing how to evaluate properly by making sure you measure the right stuff. You can find show notes and more information by clicking here: https://bit.ly/2QOuas5

Duration:00:27:54

Do I Need A Coach? [Episode 54]

11/22/2019
Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to find the perfect work-life balance so they can leave work with more energy than when they arrived, and he's here to break down how you can do the same. You can find show notes and more information by clicking here: http://bit.ly/2O41pWB

Duration:00:49:19

Working On Your Business, In Your Business, and With Your Business [Episode 53]

11/15/2019
Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in your business? Today Matt and Micah will explain the distinction between the two, as well as what it means to be “playing office.” You can find show notes and more information by clicking here: https://bit.ly/2rjviZZ

Duration:00:29:15