The Perfect RIA

Surge scheduling can transform the way you run your advisory practice - but only if you’re delegating effectively. Otherwise, your calendar fills with tasks that pull you away from delivering massive value. That’s why our own Micah Shilanski, CFP®, is teaming up with BELAY CFO Lisa Zeeveld for a live webinar: Delegation Done Right: Elevating Surge Meetings for Financial Planners 📅 April 21 | 4 PM EST Learn how to delegate with purpose, free up your time, and make surge work for you - not against you. Whether you’re just starting surge or refining your system, this is a conversation you won’t want to miss. Register here 👉 https://lnkd.in/e5czb7b6

Most advisors avoid tax planning because they think: ❌ “I’m not a CPA.” ❌ “It’s too complicated.” ❌ “That’s the accountant’s job.” But here’s the truth: If you aren’t helping your clients with tax planning, someone else will. And that “someone else” might be another advisor who does it better. You don’t need to be a CPA - you just need a process. - A 37-point tax return checklist so clients never overpay - A system to track estimated tax payments & withholding - A framework to review tax returns in minutes - not hours We’re breaking all of this down in our free 3-part training series starting on March 31st. If you want to: 📌 Use tax planning to set yourself apart from other advisors 📌 Deliver massive value without drowning in tax returns 📌 Win more clients & retain them longer This training is for you. 👉 Register here: https://lnkd.in/eGGM2-94 What’s the #1 tax question you get from clients every year? Let’s hear it below. 👇

Let’s be honest - practice management isn’t flashy. You don’t get applause for documenting workflows, streamlining your calendar, or training your team to run without you. But you know what does get your attention?  👉 Taking Fridays off 👉 Doubling your revenue without doubling your hours 👉 Having a business that doesn’t collapse when you go on vacation That’s the freedom top advisors are building - because their systems actually work. At THE SUMMIT 2025, we’re pulling back the curtain on the 7 core processes every growing practice needs to scale without burnout. ✔ Real-world calendar structure ✔ Workflow automation (without adding complexity) ✔ Building a team that executes And if you care about tax planning (which you should), we’re also diving deep into Roth conversion tactics, client communication, and how to stop being the bottleneck. This is where tax strategy and business execution finally come together. Join us in Tempe – and walk away with systems that give you back your time: 👉 https://lnkd.in/esZt2bxf #FinancialAdvisor #PracticeManagement #TaxPlanning #ThePerfectRIA #RIAgrowth

Want to grow from $19 million to $250 million in AUM... and not burn out in the process? Then grab your headphones and listen in as Matt sits down with Jenny Martella, CFP® - former CCO, advisor, and growth powerhouse who took a small firm from living-room start-up to a $12B merger with Modera Wealth. How do you actually pick the right partner (hint: it's not about the check size)? What does it mean to be “bus ready” (and why almost no advisor is)? And how does having a clear succession plan improve both your client experience and your lifestyle? Jenny brings the real talk on M&A, building culture, being client-obsessed - and why more women in this industry isn't just a diversity checkbox… it's a profitability strategy. This episode is packed with wisdom for any advisor wondering: → Is it time to scale? → Is it time to sell? → Or is it just time to stop being the accidental HR and compliance officer? Listen to the full episode now. Your future self (and your clients) will thank you. 🎧 https://lnkd.in/eaD76RuY #ThePerfectRIA #FinancialAdvisor #RIAgrowth #ClientExperience #WomenInFinance #FeeOnly

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: 1️⃣ We track every custodian & account inside our CRM. 2️⃣ In January, we send each client a personalized list of where their 1099s will come from - Schwab, Fidelity, Allianz, etc. 3️⃣ 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. 👇