The Perfect RIA

Clients would be better off basing their financial decisions on their horoscope than your economic commentary. Here’s how to address market concerns.

Delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the prospect’s goals and concerns. #growth

Caught up in the day-to-day processes of their practices and forget that they significantly impact their client’s lives in many ways #growth #advisor

Before giving someone else advice about their practice, make sure you’re not the one speaking out of turn. #advisors

Matthew Jarvis,shares insights he learned from Jonathan Reynolds about how to attract and keep A-players on your team. #advisors

Without fail, every financial advisor I have ever chatted with has had one thing in common: they are always the best at what they do.

Shares advisors’ most common excuses for not joining a mastermind and why you should make the investment anyway. #growth #advisors

Matt and Micah discuss the importance of being prepared for emergencies in both personal and professional settings. #advisors

Cookie-cutter sales tactics don’t work when a prospect’s life savings are on the line. #advisors #growth

Discuss the importance of creating an educated and informed decision-making process for prospective clients. #advisors #growth

Explored why only one in ten managed to break into the top echelons of wealth. #wealth #entrepreneur

How backdoor Roth contributions can be a game changer for your clients and several ways advisors mess it up. #Roth #IRA

They don’t ask what fee schedule he uses. No, they ask who’s the best, then figure out how to pay him. #advisors #fees

25 prospects to get 25 new clients? Wrong! Matthew Jarvis shares how to find your close rate and the prospect data you should be tracking. #growth

Shares nine gifts you can give your practice this holiday season to set your business up for success in the coming year. #advisors

You’re helping a client by breaking your process, you’re actually hurting your relationship and denying them the value you promised #advisors

Tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams. #advisors

Digs into how to build a solid relationship with your clients so you can discover what they really want when planning their estate. #advisors

Shares how advisors can take advantage of everyday experiences to improve the ways they interact with clients. #advisors #clients

Knowing your practice’s actual worth, not the emotional worth, can help you make better business decisions. #advisors #value

Everyone talks about what to do after the client is already sitting in the conference room, but have you thought about what happens before that? #advisors

Here’s a rundown of how Michael’s productivity hack has allowed him to reclaim his schedule and produce more than ever. #advisors #time

Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients. #advisors

Common pitfalls advisors stumble into in their desperate search to grow their practice and the one simple solution you’re overlooking. #advisors

Let’s look at the most common metrics recognized in the industry and the one value you should be tracking above all others. #advisors #growth

You can use meetings to leverage lifelong, mutually beneficial relationships with clients by taking just a few simple steps. #advisors #meetings

Most of our job—if not all of it— should focus on finding ways to direct the client’s attention to what matters. #advisors #growth

Knowing your practice’s actual worth, not the emotional worth, can help you make better business decisions. #advisors #growth

Myths surrounding Surge that we want to dispel for any advisor still holding out on this best practice that’s revolutionizing our industry. #advisors

Discover how strategic calendar management can reshape your client relationships and industry impact. #advisors

How to overcome hurdles in getting client tax returns and how to make basic tax projections to deliver massive value to your clients. #advisors #taxes

there are also internal expectations you need to set—especially around prospecting. #advisors #growth #clients

You’re out there, talking with people, trying to build new relationships, and providing even more value to your clients. #advisors #sales

You can tell when an advisor is about to be a clown when they throw in a because after sharing how many clients they have. #time