The Perfect RIA

5 Delegation Mistakes [Episode 84]

Season 1 Episode 84

What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could successfully have surge meetings…

Published on 5 years, 5 months ago

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Is Lifestyle Code for Lazy? [Episode 83]

Season 1 Episode 83

In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it's easy to get defensive, a better idea is to sit down and chat about th…

Published on 5 years, 5 months ago

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Taxes Part 2 [Episode 82]

Season 1 Episode 82

Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and explain why it is so …

Published on 5 years, 5 months ago

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The Rosetta Stone to Delivering Massive Value [Episode 81]

Season 1 Episode 81

Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair sh…

Published on 5 years, 6 months ago

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Go To Work Naked [Episode 80]

Season 1 Episode 80

We've all heard the phrase "dressing for success," but do you really believe that how you dress matters? If your answer is no—or if you're on the fence—then you need to listen to this episode and fin…

Published on 5 years, 6 months ago

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With Guest John Barron [Episode 79]

Season 1 Episode 79

Hearing rejection time and time again can be a soul-crushing experience. In today's episode, business coach John Barron stops by to share his approach to the sales process that will have you never ag…

Published on 5 years, 6 months ago

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I HATE Matt & Micah [Episode 78]

Season 1 Episode 78

When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today Micah and Matthew are discussing jealousy a…

Published on 5 years, 7 months ago

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Surge Meetings [Episode 77]

Season 1 Episode 77

Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and today they explain th…

Published on 5 years, 7 months ago

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LTC Planning [Episode 76]

Season 1 Episode 76

Today's topic is one that can be a bit of a hot button, but it's something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit down to chat about how you can really hel…

Published on 5 years, 7 months ago

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Fee Compression My ________ [Episode 75]

Season 1 Episode 75

There's a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired up about this thing called fee compression and ho…

Published on 5 years, 7 months ago

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Podcast Episodes

5 Delegation Mistakes [Episode 84]

Is Lifestyle Code for Lazy? [Episode 83]

Taxes Part 2 [Episode 82]

The Rosetta Stone to Delivering Massive Value [Episode 81]

Go To Work Naked [Episode 80]

With Guest John Barron [Episode 79]

I HATE Matt & Micah [Episode 78]

Surge Meetings [Episode 77]

LTC Planning [Episode 76]

Fee Compression My ________ [Episode 75]