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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

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

4/12/2021
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 consideration the various ways you can approach this, including the “right” and “wrong” ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a rollover. You can find show notes and more information by clicking here: https://bit.ly/3rdkQfK

Duration:00:30:22

Tips from the Trenches - Buckets

4/7/2021
Learn why you must communicate your allocation strategy to your clients. https://bit.ly/39AU8bb

Duration:00:07:21

The Right Size Financial Plan [Episode 108]

4/5/2021
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 and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand. You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi

Duration:00:32:21

Reading Time with Jarvis - Solve for Happy by Mo Gawdat

3/31/2021
Learn key takeaways from one of the most powerful books Matt has read in the last five years. https://bit.ly/3cmr2y3

Duration:00:06:19

Tips from the Trenches - Delivering Massive Value

3/24/2021
Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7

Duration:00:07:09

Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller

3/17/2021
Learn how to handle having employees who aren't a good fit for your company. http://bit.ly/3rMNTIu

Duration:00:05:31

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

3/15/2021
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 episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn’t be overlooked. You can find show notes and more information by clicking here: https://bit.ly/3qixBpc

Duration:00:30:04

Tips from the Trenches - Clients' Kids' Accounts

3/10/2021
Learn why it's not always a good idea to bring on clients' family members. https://bit.ly/3qkZDjG

Duration:00:07:45

Why Do You Complain vs Improve? [Episode 106]

3/8/2021
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 can reach that same level of success? In this episode, Matt and Micah discuss how to take extreme ownership of situations so that instead of feeling angry or belittled, you feel empowered to learn from the people around you. You can find show notes and more information by clicking here: https://bit.ly/37KM3jg

Duration:00:28:34

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

3/3/2021
Discover powerful negotiation strategies. https://bit.ly/3r2E0Ww

Duration:00:05:58

How Do I Deliver Massive Value? [Episode 105]

3/1/2021
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 need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more. You can find show notes and more information by clicking here: https://bit.ly/3puJh7G

Duration:00:30:08

Tips from the Trenches - Fees

2/24/2021
Get over your head trash and figure out what value you provide doing financial planning. https://bit.ly/2ZAK1xw

Duration:00:06:09

Reading Time with Jarvis - Influence by Robert Cialdini

2/17/2021
Learn powerful strategies for influence. https://bit.ly/2OH6GGr

Duration:00:06:27

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

2/15/2021
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 lowest fees. So stop playing that game. Instead, play the value game. You can find show notes and more information by clicking here: https://bit.ly/3pQmDri

Duration:00:37:28

Tips from the Trenches - 2nd Opinion

2/10/2021
How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2

Duration:00:05:51

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

2/8/2021
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 half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area. You can find show notes and more information by clicking here: https://bit.ly/3c9ADsl

Duration:00:31:03

Tips from the Trenches - Client Email

2/3/2021
Empower your team to answer client questions. https://bit.ly/3j2wlEE

Duration:00:09:26

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

2/1/2021
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 answering this question and diving into why it’s not so much about creating a lifestyle practice as it is about creating an intentional practice that works for your life. You can find show notes and more information by clicking here: https://bit.ly/390BnhD

Duration:00:33:33

Reading Time with Jarvis - Tools of Titans by Tim Ferriss

1/27/2021
Key takeaways from one of Matt's favorite books. https://bit.ly/3izAcsi

Duration:00:05:11

Tips from the Trenches - Interviewing Attorneys

1/20/2021
Questions to ask and things to look out for when interviewing attorneys. https://bit.ly/38JhJGx

Duration:00:09:03