Podcast Episodes

How Did I Lose $50,000 This Month!?! [Episode 153]

Season 2 Episode 153

After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients…

Published on 3 years, 7 months ago

Follow Up Friday - You Said What In A Client Meeting?!

Season 2

How to ensure your clients see the value in working with you.

https://bit.ly/3vUY0zg 

Published on 3 years, 7 months ago

Tips from the Trenches - Getting The Right Clients And The Three P's - Personable, Profitable, and Productive

Season 2

How to make sure your clients are an ideal fit.

https://bit.ly/3kuCryW 

Published on 3 years, 7 months ago

You Said What In A Client Meeting?! [Episode 152]

Season 2 Episode 152

One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to me…

Published on 3 years, 7 months ago

Follow Up Friday - Why Don't I Have More Prospects?!?

Season 2

Action items that can directly result in you having more prospects.

https://bit.ly/3Kwv1pt 

Published on 3 years, 7 months ago

Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations

Season 2

How to set the stage for communicating what really matters.

https://bit.ly/38CsVHo 

Published on 3 years, 7 months ago

Why Don't I Have More Prospects?!? [Episode 151]

Season 2 Episode 151

Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your…

Published on 3 years, 7 months ago

Follow Up Friday - Show Me The Beef!

Season 2

What makes an effective communicator.

https://bit.ly/3vPkuk7 

Published on 3 years, 7 months ago

Tips from the Trenches - Show Up For Surge

Season 2

What it means to show up for surge and why it's so important.

https://bit.ly/3OJ94Xs 

Published on 3 years, 7 months ago

Show Me The Beef! [Episode 150]

Season 2 Episode 150

As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into…

Published on 3 years, 8 months ago