The Perfect RIA

Most advisors think the key to growing their business is getting more clients. The truth? The key to scaling is having the right systems. At THE SUMMIT 2025, we’re breaking down the 7 key processes every practice needs - because without the right systems, growth just means more stress, more hours, and more chaos. Here’s what we’ll cover: ? How to stop being the bottleneck - so your team can handle client service without your constant involvement. ? How to create an effortless client experience - one that’s so smooth referrals become inevitable. ? How to automate and delegate without losing control - so you’re working on high-value tasks, not buried in admin work. If your practice doesn’t run efficiently without you, you don’t own a business - you own a high-paying job. At THE SUMMIT 2025, we’ll show you how to build a practice that runs smoothly, grows sustainably, and gives you back your time. ?? September 30 - October 3, 2025 ?? Omni Hotel, Tempe, AZ ?? Join us in Tempe & Start Scaling https://lnkd.in/esZt2bxf #ThePerfectRIA #FinancialAdvisors #PracticeGrowth #ScalingYourBusiness

Most of your clients dread tax season. They scramble to find their 1099s, tax statements, and paperwork - and they always seem to be missing something when they finally sit down with their CPA. But here’s the simple value-add we’ve implemented that clients absolutely love: ? A 1099 Letter tailored to each client. Here’s how it works: 1?? We track every custodian & account inside our CRM. 2?? In January, we send each client a personalized list of where their 1099s will come from - Schwab, Fidelity, Allianz, etc. 3?? If they’re missing one, we track it down for them. This takes 10 minutes for us but saves clients hours - and they love it so much that they actually email us if they don’t receive it. Tax planning doesn’t have to be complicated - small things like this create massive client loyalty. We’re breaking down more simple, scalable tax planning strategies in our free training series starting March 31st. Join us to learn: - How to read a tax return like a forensic planner - spot tax-saving opportunities others miss - The step-by-step process to automate tax strategies inside your firm - How to position tax planning as a key differentiator to win more clients ?? Register here: https://lnkd.in/eGGM2-94 What’s one simple tax-related value-add you use in your practice? Drop it in the comments! ??

Every advisor has a choice - keep doing what they’re doing or level up by surrounding themselves with people who push them forward. Here’s what advisors say about THE SUMMIT: "I’ve been to dozens of conferences, but this was the first one that was completely full of doers - not just lifetime learners." "THE SUMMIT gives you actual action steps - not just theory." "I left with a clear plan I could implement the very next day." This event is about results. The advisors who attend don’t just sit and listen - they leave with a real plan to grow their practice. ?? September 30 - October 3, 2025 ?? Omni Hotel, Tempe, AZ ?? Join the Advisors Who Take Action https://lnkd.in/esZt2bxf

Most clients don’t just overpay taxes once… They do it every single year. Here’s one low-hanging fruit that saves your clients thousands (and makes you look more valuable!): Checking their tax withholding strategy. A simple mistake we see all the time: The client owes $12,000 in taxes, but their CPA had them pay $20,000 in estimates. That’s $8,000 they gave the IRS for free - and got zero benefit. Fixing this is simple: - Add estimated tax payments & withholdings to your CRM. - Track what they actually owe vs. what they paid. - Adjust for the next year - so they’re not loaning the IRS money interest-free. Most CPAs don’t do this. You should. If you want more simple tax strategies that add massive value, join our 3-part training series starting March 31st. We’ll show you: - How to read tax returns in under 10 minutes and find opportunities immediately -? How to automate tax planning inside your firm so your team does 80% of the work - How to use a 37-point checklist to ensure clients never overpay the IRS again ?? Register here: https://lnkd.in/eZsfQxZY How often do you see CPAs failing to help clients with basic tax strategies? Let’s talk in the comments. ??

We all know “lifetime learners” - advisors who attend every webinar, read every industry update, and listen to every Kitces podcast… But never actually implement anything. That’s not what happens at THE SUMMIT 2025. We don’t want you to just learn tax planning. We want you to use it to drive client value. We don’t want you to just hear about scaling a practice - we want you to leave with an execution plan. That’s why attendees keep coming back. They leave with real-world strategies tested by advisors who’ve already worked through the challenges you’re facing. This year’s sessions include: ? Tax planning – The ULTIMATE Value Add – How to position tax planning as your biggest client differentiator ? How to run a profitable practice without working 60+ hours/week – The systems top advisors use to scale ? Roth conversions: from theory to implementation – Client-tested scripts, case studies, and execution frameworks ? Your 10-year growth plan – Building a business that grows without you Super Early Bird pricing is open now, but it won’t last. ?? September 30 - October 3, 2025 ?? Omni Hotel, Tempe, AZ The difference between struggling and scaling? Execution. ?? Reserve your spot before prices go up https://lnkd.in/esZt2bxf

Most financial advisors ignore tax planning. Not because they don’t care - but because they don’t know where to start. Meanwhile, clients are overpaying the IRS every year, and their CPAs aren’t helping them avoid it. Here’s the kicker: Tax planning isn’t about being a CPA. It’s about being a great advisor. Pro tip: The next time you meet with a prospect, ask them this: “In retirement, your single largest expense will be taxes. Who is designing a strategy to make sure you don’t overpay?” Then shut up and wait. 99% of the time, they’ll say, “No one.” That’s your opening to provide massive value, differentiate yourself, and win more clients. If you want to learn exactly how to implement scalable, repeatable tax planning strategies - without getting stuck in tax returns all day - join our 3-part training series starting March 31st. We’ll walk you through: ? How to read tax returns like a forensic planner and spot tax-saving opportunities immediately ? How to use a 37-point tax review checklist to deliver real, tangible value to your clients ? How to automate tax strategies inside your CRM so your team handles 80% of the work This is the same process we use in our firms to increase client retention, close more prospects, and stand out in a crowded industry. ?? Register now to access the full training: https://lnkd.in/eZsfQxZY What’s the biggest tax mistake you see clients make every year? Drop it in the comments. ??

Stop your scroll! If you’re getting your best ideas from random LinkedIn posts or regurgitated theories from consultants who’ve never actually built a business… it’s time to change your circle. Your practice will always be the average of the five advisors you spend the most time with. That’s why we want to invite you to THE SUMMIT 2025 and put you in the room with elite advisors who are actually doing the work. At last year’s summit, an advisor asked: "How do you explain the value of a Roth conversion in 2-3 sentences so clients actually get it?" Instead of a theory-heavy response, the room exploded with real-world scripts and proven ways to communicate Roth conversions in a way clients immediately understand. That’s the difference between a conference that teaches ideas… and an event that teaches implementation. This year, THE SUMMIT is expanding to include more practice management, marketing, and leadership strategies alongside the tax planning content. If you want to level up your practice, be in the right room. ?? THE SUMMIT 2025 ?? September 30 - October 3, 2025 ?? Omni Hotel, Tempe, AZ Super Early Bird pricing ends soon - get your ticket now and save over $500, plus access $1,191 in early registration bonuses. ?? Learn More & Reserve Your Spot https://lnkd.in/esZt2bxf

Discover the transformative power of joining a mastermind group with insights from Micah Shilanski, CFP?. Overcome fear, build trust, and unlock your potential alongside like-minded financial advisors. Read the full article: https://zurl.co/rkx7 #Mastermind #Growth #OvercomeFear #FinancialAdvisors

Most conferences are filled with theory and fluff - interesting ideas but nothing you can take home and actually use. THE SUMMIT 2025 is different. This event is built for advisors who execute. You won’t just hear about tax strategies and practice management - you’ll see exactly how top advisors implement them to grow their businesses. This year, we’re expanding the agenda to cover not just tax planning but leadership, practice growth, and real-world implementation. At THE SUMMIT 2025, you’ll learn: ? How to apply tax strategies in client scenarios ? The systems top advisors use to run a profitable, scalable practice ? Marketing and lead generation tactics that actually work ? Regulatory and compliance updates that keep you ahead of the curve ? How to automate processes so you can focus on advising - not admin work This event sold out last year and will sell out soon. Right now, you can save over $500.00 with the Super Early Rate, and you can receive over $1,191 in bonuses to start implementing before the event even starts. Here are the details: ?? THE SUMMIT 2025 ?? September 30 - October 3, 2025 ?? Omni Hotel, Tempe, AZ The best advisors don’t wait - they commit, execute, and grow. Will you be in the room? ?? Secure Your Spot Now https://lnkd.in/evxvd9m4

Do you still put client meetings on your calendar? We did too, and it cost us big. Every time we “helped” by booking meetings ourselves, things went wrong: ? Wrong times or colors in the calendar. ? Missed reminders and client confusion. ? Overlooked behind-the-scenes prep work. Now, we’ve adopted a strict policy: Advisors don’t touch the calendar. It may seem small, but this simple change has been transformational. In our training series, we’ll cover: ?? Why letting go of the calendar is the key to operational excellence. ?? Scripts to explain this policy to clients without losing trust. ?? Proven systems for team accountability and calendar management. Ready to elevate your Surge game? Join us for the '3 KEYS TO MASTERING CLIENT SUCCESS'. Sign up here: https://lnkd.in/d_QYNRTV