The Perfect RIA Podcast
1) Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of effective marketing strategies. He emphasizes the ...Show More
2) Negotiating Deal Terms With Peter Velardi
In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi discuss the intricacies of negotiating deal terms, the importance of understanding earn outs, and the value of professio...Show More
3) Stop Defending Your Head Trash! [Episode 343]
In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and capacity. They explore the idea of a 'money therm...Show More
4) The Software Dilemma in Financial Planning [Episode 342]
In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to understand the limitations of software and the va...Show More
5) Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
In this episode, Micah and Matt discuss the importance of embracing failures as learning opportunities for financial advisors. They emphasize the need for intentionality in advisory practices, buildin...Show More
6) Encore Episode: Why Advisors Fail
In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a success...Show More
7) Transforming Financial Planning Practices with Sten Morgan [Episode 340]
In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuo...Show More
8) Encore Episode: Tips from the Trenches - Taxes
In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your ...Show More
9) Tax Planning at Scale [Episode 339]
In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, ...Show More
10) Encore Episode: You Didn't Hire Idiots
Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On toda...Show More