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RMD Value Adds [Episode 64]

RMD Value Adds [Episode 64]


Season 1 Episode 64


Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an …


Published on 5 years, 10 months ago

Million Dollar Ideas Are Worthless [Episode 63]

Million Dollar Ideas Are Worthless [Episode 63]


Season 1 Episode 63


Advisors get stuck on great ideas all the time. What's so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar" ideas are worthless and how to dial into …


Published on 5 years, 11 months ago

Beating The Markets [Episode 62]

Beating The Markets [Episode 62]


Season 1 Episode 62


Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and "outperforming" the markets. They'll sha…


Published on 5 years, 11 months ago

Distributions While Out of Office [Episode 61]

Distributions While Out of Office [Episode 61]


Season 1 Episode 61


When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharin…


Published on 5 years, 11 months ago

It's A New Year [Episode 60]

It's A New Year [Episode 60]


Season 1 Episode 60


As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to ma…


Published on 5 years, 11 months ago

Increasing Massive Value [Episode 59]

Increasing Massive Value [Episode 59]


Season 1 Episode 59


Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help yo…


Published on 6 years ago

How to Choose a Coaching Program [Episode 58]

How to Choose a Coaching Program [Episode 58]


Season 1 Episode 58


Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing th…


Published on 6 years ago

Managing Distractions [Episode 57]

Managing Distractions [Episode 57]


Season 1 Episode 57


The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today…


Published on 6 years ago

Business Planning [Episode 56]

Business Planning [Episode 56]


Season 1 Episode 56


As 2020 approaches, it's important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not loser…


Published on 6 years ago

Measure the Real Stuff [Episode 55]

Measure the Real Stuff [Episode 55]


Season 1 Episode 55


As the new year approaches, it's easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your…


Published on 6 years, 1 month ago





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