Podcast Episodes

Transparency, Energy Awareness, and Practicing Value Adds

In today's recap, we're first revisiting Monday's episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with questions about his practice's efficiency and …

Published on 2 years, 1 month ago

Trust But Verify

Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She's outlining Surge and how it revolves around the best time for clients, as well as her rec…

Published on 2 years, 1 month ago

Event Planning and Energy Mastery with Guest Kat Eletskikh

In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP board. Kat played a pivotal role in organizing the…

Published on 2 years, 1 month ago

So Is This What You Do In YOUR Practice? [Episode 230]

Episode 230

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the r…

Published on 2 years, 1 month ago

Mastering Time, Evolving Beliefs, and Conference Connections

On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. Michael shared the phases every entrepreneur enco…

Published on 2 years, 1 month ago

Jiving With Jennifer

Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous encounter with an individual who had pre…

Published on 2 years, 1 month ago

The Power Of Beliefs With Guest Wayne Firebaugh

Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having well-documented beliefs as a rock-solid foundation f…

Published on 2 years, 1 month ago

Mastering Time with Guest Michael Kitces [Episode 229]

Episode 229

On today's episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this special edition, he shared the fascinating journey of…

Published on 2 years, 1 month ago

Prospect Objections, Consistency, and Effective Marketing

On Monday, Matt and Micah were reflecting on the core reason behind starting The Perfect RIA podcast - to bridge the gap between advice shared and the reality faced by financial advisors. They stress…

Published on 2 years, 1 month ago

It Takes 6 Months Bruh

It's time to talk about marketing as Jamie discusses its effectiveness. She's dispelling the misconception that small marketing efforts instantly will yield a deluge of business - marketing takes tim…

Published on 2 years, 1 month ago