Podcast Episodes

Worlds to Conquer - Getting Uncomfortable With Your Goals

Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today's episode, Jamie gets into questions you need …

Published on 2 years, 11 months ago

What Works Wednesday - Deal Structures and Trends In The M&A Market

What happens when a senior advisor is looking to sell their practice to a junior advisor, but there's a large gap between the firm's valuation and the advisor's income? On today's What Works Wednesda…

Published on 2 years, 11 months ago

The Goal Of The Perfect RIA [Episode 188]

Episode 188

Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was…

Published on 2 years, 11 months ago

Follow Up Friday - Why Is Playing Office Such An Evil?!?

How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently started their own RIA? Have you taken an inventory…

Published on 2 years, 11 months ago

Worlds to Conquer - Goals And Productivity

Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do you spend time looking out the window at what others hav…

Published on 2 years, 11 months ago

What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau

When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today's episode, Matt is joined by Nick Covyeau of Swel…

Published on 2 years, 11 months ago

Why Is Playing Office Such An Evil?!? [Episode 187]

Episode 187

Do you think playing office means that you're at your desk playing solitaire? We all need downtime, and we all play office, but what's more important is whether you are performing your productive act…

Published on 2 years, 11 months ago

Follow Up Friday - Tax Planning In 2023

What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you're not constantly reinv…

Published on 2 years, 11 months ago

Worlds to Conquer - Goal Setting: Email And Chat

Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and does this help your team do the same? In today's episode…

Published on 2 years, 11 months ago

What Works Wednesday - Creating Systems and Processes With Cameo Roberson

As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On today's episode, Matt is joined by Cameo Roberson fr…

Published on 2 years, 11 months ago