Podcast Episodes

Value Adds: Buckets and Guardrails [Episode 181]

Season 2 Episode 181

When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with information on items that they can control and take action on? On tod…

Published on 3 years, 1 month ago

Follow Up Friday - When Value Adds Go Wrong

When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process could go wrong but learning from others' mistakes? …

Published on 3 years, 1 month ago

Worlds to Conquer - Training Your Team

When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your clients - so that client feels like the only c…

Published on 3 years, 1 month ago

What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty

Season 2

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daughert…

Published on 3 years, 1 month ago

When Value Adds Go Wrong [Episode 180]

Season 2 Episode 180

At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds,…

Published on 3 years, 1 month ago

Follow Up Friday - The Retirement Income Timeline

Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your clients and shared numbers in the simples…

Published on 3 years, 1 month ago

Worlds to Conquer - Helping Team Members Set Priorities

Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how to handle those situations and what truly needs to come first? Liste…

Published on 3 years, 1 month ago

What Works Wednesday - Working With International Clients With Ashley Murphy

Having a focus and niche in your practice, to the point where your niche immediately triggers your name with someone, is fabulous. But just because you have a specific focus, it doesn't mean it will …

Published on 3 years, 1 month ago

The Retirement Income Timeline [Episode 179]

Season 2 Episode 179

When a client is getting close to retirement, how confident do they feel, and are they mentally spending money that they may not actually see? Matt and Micah discuss why it's important to make things…

Published on 3 years, 1 month ago

Follow Up Friday - TPR Live Event Recap

Have you gone through the practice analyzer to take a deep dive into your practice to see where you're spending your time and energy? Have you thought about how simplifying terms and making finances …

Published on 3 years, 1 month ago