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 4, 2023 • 14min
Small Details, Custodians, and What To Say
Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious as to how someone takes their frustrations with traditional custodians and creates their own? What types of communication techniques do you use to simplify complex ideas and engage clients? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: It's Nothing, Right? No! The Little Things Are What Matter [Episode 215] Disrupting Giants With Guest Jason Wenk Say This https://bit.ly/46Xyxpm
Aug 3, 2023 • 35min
Say This
Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, and even family members. She emphasizes the significance of using words that simplify complex topics that will have a lasting impact on clients. Jamie shares several go-to phrases that help create collaborative experiences, empower teams, and initiate meaningful conversations. By mastering these communication techniques, you can build strong client relationships and confidently navigate tough conversations. https://bit.ly/3pPRgTf
Aug 2, 2023 • 29min
Disrupting Giants With Guest Jason Wenk
In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching his own custodian and taking on the industry's giants. Having built successful RIA firms in the past, Jason identifies the frustration that arises when dealing with custodians as an advisor, particularly when scaling up. He believes current solutions are retrofitted for consumers and not tailored for advisors, leading to increased costs and subpar user experiences. Jason also debunks the narrative that migrating custodians is complex, emphasizing a simplified, streamlined process. https://bit.ly/3OgMNST
Jul 31, 2023 • 31min
It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
In today's episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things - because they DO matter. They'll discuss how small details can have a significant impact on the success of a client meeting and the need to create a positive experience for clients by paying attention to various factors, including how you greet clients and how you ask questions. Listen as they provide ways for advisors to stack the deck in their favor by ensuring that everything counts in a positive way. https://theperfectria.com/podcast/215
Jul 28, 2023 • 13min
Rockstar Teams, Trainings, and Career Enterprise Value
Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have you considered how to maximize your career enterprise value? And how on earth do you create a rockstar team that is on board with your big goals? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: How To Train Your Team [Episode 214] Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond My Team S*&!S https://bit.ly/3pCYQAA
Jul 27, 2023 • 32min
My Team S*&!S
Are you struggling with assembling the perfect team? In today's episode, Jamie breaks down creating a team filled with rockstars, from where to place those hiring ads to how to handle existing teams if they're struggling to get on board with your goals. https://bit.ly/46KXeW0
Jul 26, 2023 • 25min
Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond
Matt is joined by Louis Diamond, President of Diamond Consultants, a leading financial advisor recruiting firm. They delve into the often misunderstood world of financial advisor fees and the importance of understanding the true cost of your career decisions. From the spectrum of advisors' fee knowledge to uncovering hidden costs, Matt and Louis emphasize the need for advisors to grasp the value they receive from their current channel and how it aligns with the charges. They also discuss the significance of taking control of your career destiny and making well-timed moves to maximize your career enterprise value. https://bit.ly/43gUWuM
Jul 24, 2023 • 30min
How To Train Your Team [Episode 214]
In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They'll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as key drivers and the logistics of team training. https://theperfectria.com/podcast/214
Jul 21, 2023 • 13min
Success Strategies, Client Value, and Niche Mastery
Explore the art of saying 'no', prioritizing intentions, and seven tips for achieving growth. Deliver exceptional value to clients and find your niche. Learn about concise communication, niche marketing, audience analysis, targeting your market, and becoming an expert.
Jul 20, 2023 • 40min
Niche Slapping Time
Jamie explores the question of whether it's better to be an expert in one subject or have knowledge in multiple subjects. Becoming an expert in one subject has many applications and can propel you forward so it's important that you find your niche and target your ideal customer avatar or profile. Jamie will also share a step-by-step exercise to narrow down your niche and understand your target audience's demographics, values, interests, and pain points. https://bit.ly/3JOTeKd
