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Let's Talk About Taxes! Part 2
Season 1 Episode 24
Key Links
[Link Needed for QCD/Tax preparation document Report that Matthew generates for clients. He references that if someone emails Colleen, we can get a sample of it for the show notes around t…Published on 6 years, 8 months ago
Let's Talk About Taxes!
Season 1 Episode 23
Key Links
Micah's appearance on Michael Kitces' podcast: Adapting the 4-hour work week----
Matthew and Micah are of the opinion that an expertise in tax planning (not preparation as is accentuate…
Published on 6 years, 8 months ago
To Fee, or Not to Fee?
Season 1 Episode 22
Key Links
Micah's appearance on Michael Kitces' podcast: Adapting the 4-hour work week Joe Lukacs' website: http://practicepower.net/----
Some common questions that Matthew and Micah encounter ar…
Published on 6 years, 9 months ago
Account Minimums as a Metric for Finding Ideal Clients
Season 1 Episode 21
Every advisor doesn't necessarily need to establish a clear-cut account minimum for their clients. In fact, Micah Shilanski doesn't have one in his practice. He has a system of fees in place which fu…
Published on 6 years, 9 months ago
Tips to Maximize Your Return on Time
Season 1 Episode 20
Key Links
Book that Micah references: Digital Minimalism by Cal Newport Time blocking series by Matt and Micah: https://theperfectria.com/time-blocking/ 4-Hour Workweek by Tim Ferriss----
Matt a…
Published on 6 years, 9 months ago
Stop Pretending to Work
Season 1 Episode 19
Key Links
Book referenced in this episode: Eat That Frog! by Brian Tracy----
Matt and Micah are tired of well-worn assumptions about advising. In particular, about how lifestyle advisors are lazy…
Published on 6 years, 10 months ago
Talking Points for True Communication with Clients
Season 1 Episode 18
Key Links
Books referenced in the episode: Extreme Ownership || The Dichotomy of Leadership by Jocko Willink and Leif Babin The Five Love Languages by Gary Chapman----According to both Matt and…
Published on 6 years, 10 months ago
Coaching Your Clients Off the Ledge
Season 1 Episode 17
The Perfect RIA hosts have a few action items for delicately dealing with clients during rough financial climates and circumstances.
[#1 Let Clients Frame the Conversation]
Let the client direct the…Published on 6 years, 11 months ago
5 Business Lessons Learned From Disney World
Season 1 Episode 16
Although Matt and Micah realize that vacation is a time for much needed R&R, they couldn't help but notice the strong business practices of Disney during their time at Disney World. This episode is t…
Published on 6 years, 11 months ago
Confessions of a Wholesaler
Season 1 Episode 15
The content of this episode is anchored in 3 necessary traits for effective financial advising. In addition, Michael provides action items for better financial practices.
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Key Links
Ken Gau and…Published on 7 years ago