Standout Prospect Meetings and Documentation for the Win

Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive planning for financial advisors. Step away from the typical investment-centered mindset and learn why prioritizing cash flow, risk management, taxes, and income should take the lead. Discover how effective communication can shift the focus from investments to holistic financial wellness. In this engaging discussion, Jarvis and Shilanski shed light on the pitfalls of fixating solely on investment details and the power of messaging in shaping client perceptions. Explore strategies to align investments with clients' unique goals and values, steering clear of the 'playing office' syndrome. It's time to take action and implement client-centered strategies that truly make a difference. Tune in now to elevate your practice and serve your clients better! How Investments Work With Your Clients [Episode 255] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - One-Page Plan Masterclass

In this Follow-Up Friday episode, Amber is recapping this week’s highlights and action items, focusing on optimizing client meetings, communication, and value-driven planning. Matt and Michael stressed the significance of a structured client onboarding process, detailing its pivotal role in ensuring success for both advisors and clients while also outlining key steps and meeting protocols. Jamie explored tax planning strategies and advocated for collaborative efforts with CPAs to offer holistic financial advice. She emphasizes the importance of obtaining client authorization letters and shares practical tips for maximizing the value derived from 1099s. Throughout the discussion, effective communication emerges as a cornerstone, underscoring its role in delivering tailored solutions and nurturing enduring client relationships. Resources in today's episode: - Episode Website - Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254] - Creating Value Adds from the Tax Return

In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advocating for the strategic utilization of surge periods, she emphasizes the importance of dedicated time blocks for meeting clients and ensuring their needs are met comprehensively, alongside prioritizing client information security through secure portals and encryption protocols. Listeners will discover the power of collaboration with CPAs, fostering holistic financial advice and optimizing tax strategies through a clear differentiation between tax advice and planning. Jamie offers practical tips for implementing value-added services, including a comprehensive 1099 checklist, setting clear client deadlines, and utilizing structured homework sheets, all while emphasizing the importance of spot-checking information accuracy and crafting compelling net worth reports to resonate deeply with clients. Creating Value Adds from the Tax Return

In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies. They underscore the significance of structured processes and transparent communication in fostering client trust and satisfaction. Micah delineates his method, which involves distinct meetings tailored to estate planning, risk management, retirement income, investments, and taxes, ensuring comprehensive coverage of client needs. Meanwhile, Matt prioritizes swiftly integrating clients into the standard client rotation while tackling essential financial planning aspects. Throughout their discussion, the duo highlights the paramount importance of effective communication and delivering tangible value to clients at every step of the onboarding journey. Remember to email [email protected] so you don’t miss this, or any, masterclass release Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Don’t miss out on our upcoming Prospect Process Masterclass. Contact [email protected] to stay informed.  

In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability in client relationships.  Resources in today's episode: - Episode Website - Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] - How Are You Accountable When You Make a Client Mistake? - Join us for TPR LIVE on September 25th!

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.  How Are You Accountable When You Make a Client Mistake? Resources in today's episode: - Surge Masterclass - Radical Candor by Kim Scott  

In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationships. She emphasizes the need for entrepreneurs to view their family as their greatest asset and to avoid treating their spouse as an employee. Kelly also discusses the concept of the unhealthy alpha and provides insights on how to identify and shift away from unhealthy alpha traits, as well as the term breadcrumbs to the muse and how they can enhance relationships. Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Kelly Clements: Website | LinkedIn - Grow Your Business Without Growing Apart: Book | Course - Steven Kotler Flow  

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and the client's choice to pay for that value.  Finally, she explores the topic of receiving and delivering criticism, emphasizing the importance of constructive feedback and open communication. Resources in today's episode: - Episode Website - Upgrade, Graduate, or Just Keep Playing Office [Episode 252] - How To Take A Hit

In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences with criticism, which led to this episode, and offers strategies for delivering and receiving constructive feedback.  How To Take A Hit Resources in today's episode: - The Perfect RIA Podcast on Apple  

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as they provide practical advice on how to analyze your client list and identify red, yellow, and green clients and offering opportunities for clients to upgrade. Upgrade, Graduate, or Just Keep Playing Office [Episode 252] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn | Twitter- Join us in September for TPR LIVE!