The Perfect RIA

Are you tired of reacting to your schedule and feeling like your productivity takes a hit every time an urgent meeting pops up? We get it. It's time to break free from those debilitating spirals. ???? With Surge meeting cycles, you can regain control of your calendar, deliver value to your clients, and supercharge your productivity. ???? Are you still falling for some myths about #Surge? Let's tackle them: https://zurl.co/pYnx #SurgeMyths #FinancialAdvisors

Have you ever wondered why some advisors seem to thrive while others struggle? Matthew Jarvis, CFP?, is here to uncover the magic behind your practice's #success. It's all about a little-known metric that could revolutionize your career. So, what should you measure, you ask? The number of weekly phone calls? Not effective. Assets Under Management (#AUM)? Nope. So, what is this hidden metric? Find out here: https://zurl.co/w8N3 #PracticeMetrics #AdvisorInsights #FinancialAdvisors

Sponsor Spotlight: BELAY ?? We're thrilled to have BELAY on board for TPR LIVE and the Retirement Tax Services Tax Summit! With their virtual assistants and bookkeeping, BELAY is leading the way in work organization. Get ready to explore what they have to offer at the summit! Why You Should Meet Them at the Summit: 1. Discover cutting-edge solutions in your everyday workload. 2. Network with industry leaders and experts. 3. Explore potential collaborations and partnerships. #TPRLIVE #RTSTaxSummit2024 #SponsorSpotlight

Team members not following your instructions got you pulling your hair out? We've all been there, my friend. It's not just a workplace nuisance; even clients can be cryptic about what NOT to do. In this episode, Jamie highlights the importance of adapting your leadership style to match individual traits, and she doesn't stop there. She's all about clear communication, setting expectations, and introducing policies and procedures to save you from chaos. The result? A work environment that runs like a well-oiled machine. Find out more: https://zurl.co/CStW #LeadershipInsights #TeamManagement #Communication #PersonalityTraits #DISCAnalysis

Is prospecting stress keeping you up at night? You’re not alone. Prospecting can feel like a never-ending source of stress – and the traditional approaches don't always make it any easier. The Sleep On It process was designed to help you build a stronger method without all the headaches. No more feeling overwhelmed by complex, costly tactics. Just a simple, evergreen method that puts the ease back into growing your business. Discover the Sleep On It process. Download here https://zurl.co/Ieym

If you want to translate your big goals for client acquisition into the actions you need to take to get there, you need to know your actual numbers. How many clients have you brought on this year, where did your clients come from, and what’s your close ratio? It’s critical that you track this data! Matthew Jarvis, CFP?, shares how to find your close rate and the prospect data you should be tracking. Read the article: https://zurl.co/dLru #FinancialAdvisors #Prospecting #CloseRate #DataDrivenDecisions

"Work smarter, not harder" is a mantra in our industry, but how exactly do you put that into practice when it comes to building relationships and converting leads? The Sleep On It process takes the pressure off, giving your prospects the time they need to think... while keeping the momentum firmly in your court. No more chasing, no more wondering if you're coming on too strong. See for yourself how the Sleep On It method can improve your approach. Download here https://zurl.co/p5vD

?? Ready to redefine SUCCESS? Tune in for a #podcastepisode that sparks transformation and leads you toward an extraordinary journey rooted in #authenticity, #ownership, and relentless pursuit of excellence. Don't miss out – ignite your path to greatness now! https://zurl.co/aE52

Crafting a Legacy Through Practice! Practice isn't just about skill but defining who you are. Whether mentoring, learning, or leading, remember that your choices ripple through time. Embrace the power of practice, spark your ambition, and embark on a journey that transforms ordinary days into extraordinary achievements. Are you ready to embrace challenges, turn them into opportunities, and create your own success story? https://zurl.co/xbR2 #FinancialAdvisor #Practice #PracticeMakesPerfect

Dive into the awe-inspiring odyssey of UK adventurer and author Charlie Walker. ??? Discover Charlie's remarkable lessons in curiosity, courage, and embracing the unknown. From cycling through continents to exploring hidden gems, his story reveals that your passions hold the key to transformative adventures. Explore more: https://zurl.co/L34l