The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.
Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.
Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.
Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
Episodes
Mentioned books
Aug 23, 2023 • 25min
Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor
Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for personal finance bloggers and how it evolved into a collaborative event focused on sharing ideas and fostering a sense of abundance among money experts. They discuss the inclusive speaker selection process, the diverse tracks offered at FinCon for financial advisors and coaches, and the importance of embracing a unique voice in content creation. Additionally, they highlight the significance of treating blogging as a dynamic and constantly evolving entity, emphasizing proactive content monitoring to stay relevant and connected with the audience. https://bit.ly/3qsif7p
Aug 21, 2023 • 31min
You Thought It Would Be Easy…[Episode 218]
Matt and Micah discuss the challenges of prospecting and marketing, emphasizing the need for realistic expectations and embracing rejection. They highlight the importance of tracking marketing strategies and learning from successful advisors. They also discuss the value of delegating tasks and using virtual assistants, as well as planning for short-term and long-term marketing strategies for new advisors.
5 snips
Aug 18, 2023 • 12min
DIYers, Navigating Challenges and Delivering Value in Client Interactions
This podcast discusses the effectiveness of the one-page financial plan in demonstrating value to prospects, the challenges of creating it, and the importance of showcasing value. It also explores overcoming obstacles for success in business and the changing attitudes towards meetings with potential clients and charging for prospect appointments.
4 snips
Aug 17, 2023 • 30min
Fricken DIY'ers
The podcast discusses the challenges posed by DIYers and the change in approach to charging for prospect appointments. They emphasize the importance of delivering value during meetings and highlight the role of seminars in building relationships. They explore the use of a fact finder document to establish credibility and the benefits of charging for prospect appointments. They also discuss gathering client information, setting goals, extreme accountability in financial planning, and the ideal clients they aim to onboard.
24 snips
Aug 16, 2023 • 33min
Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
Amyr Rocha Lima discusses the importance of intentional work, overcoming self-limiting beliefs, and learning from experienced individuals. Emphasis on taking action, embracing setbacks, focusing on long-term goals, giving back to the advisory community, and overcoming limiting beliefs.
Aug 14, 2023 • 34min
Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
Matt and Micah discuss the concept of the One-Page Financial Plan and how advisors can demonstrate value to DIY investors. They emphasize the importance of setting expectations, tailoring the plan to the client's goals, and answering their questions effectively. The significance of concise presentations, utilizing virtual assistants, and creating a one-page financial plan is also explored. Additionally, the benefits of Invictus Masterminds, Backstage Pass, and learning about taxes in the real world are highlighted. The speakers emphasize the value of sharing knowledge and simplifying the prospect process.
Aug 11, 2023 • 12min
Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking chances? Do you know what to look for when hiring a Virtual Assistant, what skills are important, and how to ensure you start and maintain a positive working relationship? Are you aware of the significance of crafting an impactful elevator pitch and why you want to create curiosity in conversations? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Conquer or Crumble: How's Your Prospecting Going? [Episode 216] Unleashing the Power of Virtual Assistants with Guest Karen Stewart No One Wants To Talk To You https://bit.ly/44SEceC
Aug 10, 2023 • 33min
No One Wants To Talk To You
Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what sets you apart from others in your field. Understanding your target audience and solving their problems is crucial for success. Jamie talks about how to create conversation points that help others filter themselves and to develop a unique selling proposition and why you need to deliver a clear and concise message that sparks curiosity while illustrating the benefits of your services. https://bit.ly/477PDkA
Aug 9, 2023 • 25min
Unleashing the Power of Virtual Assistants with Guest Karen Stewart
In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen emphasizes the significance of finding the right fit based on skills and personality, building strong personal connections, and fostering open communication, as well as highlighting the importance of ownership, trust, and empowering VAs. She'll share the key elements of successful VA-client relationships, including expertise, passion for service, trust, effective communication, and mutual support. https://bit.ly/3O5FKeA
Aug 7, 2023 • 30min
Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
Matt and Micah discuss the power of effective sales and prospecting strategies. They'll highlight the importance of being intentional with time, taking risks, and delivering value, as well as talk about the discomfort of hearing 'no' but stress that it is a stepping stone to a rewarding 'yes'. The guys also unpack the concept of a 'perfect week', a roadmap to stay on track and continuously deliver value. Learn more about the significance of having a written prospect process and sticking to it in order to guide appointments. https://theperfectria.com/podcast/216
