The Perfect RIA

College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today's What Works Wednesday, Matt is joined by Fred Amrein from Pay For Ed to talk about ways that you can deliver value to your clients by asking about education planning. With the average loan borrower over the age of 50 and retirees helping with education for their children and grandchildren, it's important to ask clients who is talking with them about these plans. http://bit.ly/3nckU3i *PayForED is not a Registered Investment Advisory or CPA Firm. The information provided is general financial information, and each client's situation is unique. This information is based on current rules at the time of the recording, which may change in the future. Any of the financial strategies or tax ideas discussed today should be reviewed with a financial professional or tax expert before making any final personal financial decision.

Surge is a high-intensity time for you - tons of client meetings, early mornings, and the constant need to be 'on.' But what about after surge? On today's episode, Matt and Micah talk about how once surge ends, it's time to move into that next piece - whether it's family time, personal time, or another project. But how do you make that transition, and how does your team handle you being away from the office? Listen in as the guys share their recommendations for shifting gears, being present with your family, and empowering your team to handle situations while you're gone. https://theperfectria.com/podcast/198

Do you assume that if someone is successful and things look easy for them or do you realize they've been putting the reps in? Do you consider yourself a proactive advisor who educates your clients and ensures they feel confident with you? Are you ready to learn more about The Perfect RIA's coaching program? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: 10X Your Practice By Going Old School [Episode 197] What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat Worlds To Conquer - What Is BackStage Pass? http://bit.ly/3n0LkVn

Would you rather learn from someone who is a so-called expert or someone who truly knows what they're talking about and is willing to be transparent about what does and doesn't work? On today's Worlds To Conquer, Jamie is joined by Tracy Ottinger from The Perfect RIA to talk all things BackStage Pass! Listen in as they share information on this membership level, what you have access to, and how to use the resources we offer to improve your business. http://bit.ly/42h9ivW

Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week's What Works Wednesday, Matt is joined by Paul Moffat, President of Arista Wealth Management, to discuss why being a proactive advisor puts you head and shoulders above every other person in your client's life. Matt and Paul will also discuss why a simple excel spreadsheet can help you and your team track your clients and prospects and see how you can deliver value. http://bit.ly/3JE0gBT

Do you assume that for someone successful that things just come easy to them, or do you realize that they're likely putting in the reps? On today's episode, Matt and Micah talk about how it's easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Listen in as they share what you need to do to set yourself up for success and why you need to visualize your client meetings and positive outcomes. https://theperfectria.com/podcast/197 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Everyone gets distracted sometimes, but are you noticing when you're playing office versus doing the work that will help propel you further? Do you realize that on some level, you're likely already doing some type of tax planning for your clients, but you may or may not be getting credit for it? Do you feel like you're doing the work and not seeing the results, or maybe you just haven't realized yet that your actions contradict your goals? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Moving The Needle [Episode 196] What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA Worlds to Conquer - Stop Being A Slacker http://bit.ly/3ZQng5S The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

Lifestyle doesn't mean being lazy. Do you have your goals, and you want growth, but you continue to be stuck in the same spot? First, you must understand that having goals and taking action toward achieving them are different things. On today's Worlds To Conquer, Jamie shares what steps you need to take to continue on that level of growth and show that you're committed. http://bit.ly/3Zxs3Jz

Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you're doing tax planning!). Listen in as they talk about how working with your client's tax preparer and educating yourself will only help further deliver value to your clients. http://bit.ly/3ZFQvsE

How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactive? On today's episode, Matt and Micah discuss different areas where advisors get caught playing office instead of doing the activities and work that are hyper-intentional and moving the needle. We all play office, but once you realize you're not focused, what are you doing to get back into the necessary space to keep you on your right path? https://theperfectria.com/podcast/196 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!