The Perfect RIA

Not sure if you saw it yet, but our Black Friday Special ends at midnight on Monday. Are you measuring your success the wrong way? If you’re using AUM as your primary success metric, it might be time to rethink your approach. Here’s the deal: AUM doesn’t tell the whole story. For example, most of Micah’s clients come to him a year or two before retirement. Their retirement accounts can’t transfer over immediately, so if he only measured AUM, he’d miss out on the bigger picture. Instead, he focuses on households and revenue - metrics that reflect real growth and profitability. Think about it: ?? Are you tracking the right numbers for your practice’s success? ?? Do you have a system to convert future potential into actual revenue? That’s where the Profitability Masterclass comes in. We’ll show you how to focus on the metrics that actually matter and build a practice that grows consistently, regardless of AUM. Here’s what’s inside: ? Key profitability metrics to track and improve. ? Proven systems for revenue growth across different client types. ? Strategies to raise fees confidently while retaining clients. ? Tools to build a scalable practice that thrives long-term. Stop chasing vanity metrics like AUM and start focusing on the numbers that drive your bottom line. ?? Ready to build a profitable practice that lasts? https://lnkd.in/eY7e6bH5 Let’s shift your focus to what really matters! P.S. This is our Black Friday Special offer, which ends at midnight on Monday. Hurry up and sign up while still available!

Have you ever been overwhelmed with unsolicited recommendations for your practice? Regardless of whether you're a novice or a seasoned professional with decades of experience, opinions on how to run your practice are all around. The trick is figuring out which advice is helpful and removing the junk in the sea of advice. What's crucial is greater transparency in the industry, dedicating more time to practical discussions about what genuinely works or doesn't rather than theoretical speculations of success or failure. Read further: https://zurl.co/548M

Let us ask you a question: Are you really charging what you are worth? Here is why - we were working with an advisor recently - let’s call her Sarah. Sarah had $100M in AUM and confidently told us she charged 1% fees. Quick math: $100M at 1% should mean $1M in gross revenue, right? But Sarah’s actual revenue was $700K. After some digging, the truth came out - her average billing rate was only 0.7%. Sarah thought she was charging 1%, but she wasn’t. Why? Because she believed a story she had told herself, and she wasn’t tracking the real numbers that mattered. If this sounds familiar, don’t worry - you’re not alone. Most advisors are leaving money on the table without even realizing it. It’s not just about AUM. True business health comes down to profitability. That’s why, for the first time, we are joining the Black Friday madness and offering you a great deal - our Black Friday Special, the? Profitability Masterclass. This masterclass is made to give you, financial advisors, the tools and strategies to finally bridge the gap between what they think they’re earning and what’s really hitting their bottom line. Don’t let another year go by leaving money on the table. ?? Check this link and learn more https://lnkd.in/eY7e6bH5

Are you charging what you’re worth? Fee increases can be tricky, but they don’t have to be uncomfortable! With our expertly crafted Fee Increase Communication letter, you can communicate your value with confidence and ease. Say goodbye to awkward conversations and hello to stronger client relationships. Ready to charge what you’re actually worth?? Download your templates today! ? Click here https://lnkd.in/daxU-TBM

Announcing a fee increase can be nerve-wracking, but it doesn’t have to be. We’re here to support you do this! Your clients trust you with their financial planning, and that trust shouldn’t waver when it’s time to discuss a fee increase. Our Fee Increase Communication letter is crafted to help you maintain that trust, explaining the change in a clear, professional, and reassuring way. With this, you’ll have the tools to ensure the conversation stays positive. Ready to future-proof your business?? Download your templates today! ? Click here https://lnkd.in/daxU-TBM

Do you feel that the value you give your clients is way more than what you’re charging them? Are you thinking that maybe it’s time to increase your fees?? Or maybe you’re at the point where you’re struggling with how to announce a fee increase to your clients. We’ve got just the thing! Our Fee Increase Communication letter is crafted to help you clearly articulate the value you bring while keeping the conversation smooth and professional. Ready to charge what you’re actually worth? Download your templates now! ?? https://lnkd.in/daxU-TBM

What action can you take today to refine your #prospect process and stand out in the market? Matthew emphasizes the need to showcase your unique value proposition throughout the prospect process. You can transform the sales game by highlighting what makes your firm unique and demonstrating its relevance to clients. Explore strategies for leveraging your distinctiveness and attracting the right clientele. https://zurl.co/a0ZS #InformedDecisions #Empowerment #ProspectEducation #ProspectProcess #ValueProposition

Do your fees justify the value you give to your clients? Let’s be real; no one likes discussing fee increases. But what if we told you there’s a way to make that conversation not just bearable but smooth and professional? Our Fee Increase Communication letter is designed to help you communicate your value, justify your fees, and maintain the trust you’ve built with your clients. Plus, we’re including two follow-up emails to keep the momentum going. Don’t let fee increases stress you out—grab your templates now! ? Click here https://lnkd.in/daxU-TBM

Are you charging what you’re worth? Ready to tackle that fee increase conversation without breaking a sweat? Announcing a fee hike can feel like walking a tightrope - but it doesn’t have to. Our Fee Increase Communication letter is your safety net, helping you communicate the change with confidence and clarity. It’s all about making sure your clients understand and appreciate the value you deliver, even as your fees adjust. And the best part? We’re not just giving a letter to start the conversation. You’ll also get two follow-up email templates to keep the conversation going, address any concerns, and ensure your clients stay on board with the new plan. Don’t let fee increases stress you out. Turn them into an opportunity to reinforce your worth and strengthen client relationships. Download your templates today and make fee hikes feel like a no-brainer! ? Get the templates here https://lnkd.in/daxU-TBM

MARKETING: You either love it or hate it. But do small efforts yield INSTANT results, or is it a longer journey? But here's the game-changer: LISTEN UP, but not just to anyone - your #clients! If they're curious, guess who else is? Connect with your clients to bridge the gap to credibility and trust. Now, after a year, it's time to revisit marketing's effectiveness and the unbreakable importance of this game. Get ready to dive deep! ?? https://zurl.co/bSE4 #Marketing #MarketingStrategy #TrustBuilding