The Perfect RIA

How often do you find yourself saying that you're at capacity and how realistic are the numbers you associate with your practice? How do you handle challenging situations as well as overcoming negativity? When you are looking at setting up your goals, how big are those goals, and are you creating a plan to achieve them? Listen in as we recap this week's highlights and action items. Listen to this weeks episodes: You Are Playing Office, Here's How To Tell [Episode 185] What Works Wednesday - Focusing On Positivity With Rich Chen Worlds to Conquer - Goal Setting http://bit.ly/3jkMSI9

When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On today's episode, Jamie will take you through a step-by-step process of figuring out what that goal should be (hint: it should scare you) and how to make it a reality. http://bit.ly/3jqUF7m

Each one of us has challenges that we face throughout our lives, and it's easy to get swept up in the negativity and head trash. On today's episode, Matt is joined again by attorney Rich Chen to share his experience growing up blind and how he overcame his own challenges by focusing on positivity, surrounding himself with positive influences, and tuning out negativity. Rich will also share how there is too much fear of failure and, instead, it's important to dream big by focusing on one step at a time. http://bit.ly/3hM9oco

It's easy to say and assume that you're at capacity, because what else are you doing with all your time? But if you're claiming that you're researching and just too busy, then we're here to tell you that you've been drinking your own Kool-Aid. On today's episode, Matt and Micah discuss how by looking at your REAL numbers or having someone else call you out on what you claim your real numbers are, you will have the opportunity to truly discover how much office you're really playing…and how to improve and be intentional with your time. Listen in as they share why empowering your team with systems and rules and understanding that making everything in your office a manual process does not provide personal advice to your clients. They'll also explain the importance of following your own advice. https://theperfectria.com/podcast/185

When you look to your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the day-to-day strategies of your business, and what's the importance of your time and value? What is important to consider when implementing a transition within your office and communicating that to your clients? Listen in as we recap this week's highlights and action items. This week's episodes: Was 2022 Your Best Year Ever? [Episode 184] What Works Wednesday - Leading Advisors With Dustin Corrente Worlds to Conquer - Family Offices Q&A http://bit.ly/3FqFPoI

In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational practice. Jamie will provide her experience and thoughts on who should attend client meetings, agreements on commission and revenue, how to inform clients, and whether a coach is helpful. If you missed Jamie's prior episodes on this topic, be sure to listen to them here: Worlds To Conquer - Family Offices Words To Conquer - Family Offices: An Interview With Floyd Shilanski Worlds To Conquer - Growing Up In A Family Office With Lane Wild http://bit.ly/3FTyWh2

How do you translate lessons that you learn into day-to-day strategies? On this What Works Wednesday, Matt is joined by Dustin Corrente, the Managing Director for Prudential Advisors Mid-Atlantic Financial Group, to talk about how he utilized Matt's book Delivering Massive Value as part of the curriculum in a team meeting and how he helps other advisors learn to run their business. Dustin will share the importance of time management, meeting surges, and understanding your value, fees, and what he sees with advisors who are doing really well running their practices. http://bit.ly/3HyzvhE

When you look back at this past year, are you questioning if you even did anything, or are you a victim of drinking your own kool-aid and celebrating accomplishments that may or may not have happened? On today's episode, Matt and Micah share how tracking your successes and celebrating those wins are as important as having specific goals for the coming year. What are you doing to make 2023 your best year ever? Listen in as Matt and Micah discuss why you need systems and processes in place as you grow and pick themes for your next year to help you focus on where you want to improve. They'll also share how to truly hold yourself accountable and that you don't need to wait until the new year to take action. https://theperfectria.com/podcast/184

Is your head trash what's stopping you from implementing surge and finding ways to deliver more value to your clients? If you're going to implement surge, have you thought about steps to take to start or how to communicate how it's beneficial to your clients? How does being surrounded by the knowledge of financial planning and positivity impact children? Listen in as we recap this week's highlights and action items. http://bit.ly/3W1jwwG

On week three of our series of working in a family firm, Jamie is joined by her son Lane Wild as he shares what it's like to be the grandchild of the founder of a financial advisory practice and the impact it's had on his life. Jamie and Lane will share their experience in homeschooling, their difficult discussion surrounding Lane's choice and decision on college, as well as why it's important to help guide others to their path in life. http://bit.ly/3uuKsZF