Podcast Episodes

Mastering Client Communication, Growth Strategies, and Team Resilience

On Monday, Matt and Micah focused on the critical importance of communication with clients and the impact of language on client relationships. and stress the need to avoid default answers that may li…

Published on 2 years ago

Burnout Is For Wimps

In the latest Worlds To Conquer episode, Jamie takes on language and tools that are crucial for success. She deconstructs trendy terms like "work-life balance," "burnout," and "sabbatical," shedding …

Published on 2 years ago

Wholesaler Who Saw The Light With Guest Anthony Zanetti

In this episode of Confessions from a Former Wholesaler, Matt is joined by Anthony Zanetti from Mardin Capital Group to share his experience in wholesaling and then transitioning to advisory services…

Published on 2 years ago

Do NOT Say That To A Client [Episode 235]

Episode 235

In today's episode of The Perfect RIA, Matt and Micah are getting real about client communication because the words you choose have the power to either elevate or jeopardize client relationships. It'…

Published on 2 years ago

Impactful Meetings, Wholesaler Perspectives, and Client Retention

In this recap episode, we're sharing how Monday, Matt and Micah emphasized the crucial role of financial advisors in their clients' lives, focusing on surge meetings and client interactions. They hig…

Published on 2 years ago

Are You Sticky?

Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jami…

Published on 2 years ago

Confessions Of A Wholesaler with Guest Greg Goin

Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable, discussing the evolving landscape of financi…

Published on 2 years ago

Two Most Important Parts of a Surge Meeting [Episode 234]

Matt and Micah are unraveling the intricacies of client meetings and the pivotal role financial advisors play in their clients' lives. They're exploring the two critical components that can elevate y…

Published on 2 years ago

Value Delivery, Transformative Coaching, and Navigating Legal Challenges

On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes, setting deadl…

Published on 2 years ago

Stupid Games = Stupid Prizes

Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the importance of a proactive approach, she's highli…

Published on 2 years ago