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
Jul 17, 2023 • 34min
Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]
What do you need to pay the most attention to in order to grow, and have you considered the little things that you do that are stopping you from becoming successful? In today's episode, Matt and Micah tackle 7 things you need to stop doing in order for you to get to that next level. While some might be simple and others might be uncomfortable, they all require you to be intentional with your actions and activities. https://theperfectria.com/podcast/213
Jul 14, 2023 • 13min
10Xing, Technology, and Toxic Charity
Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology to increase the value you're delivering to clients? Are you guilty of not following your own rules and boundaries, thinking that it's helping others? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Trying To 10X? Just Do The Work! [Episode 212] Leveraging Technology With Guest Ben Goss Charity Is Toxic? https://bit.ly/3JzXPzO
Jul 13, 2023 • 34min
Charity Is Toxic?
As an advisor, you want to help people. You're likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at what expense? In today's episode, Jamie discusses why you need to set expectations and have clear rules that you follow so that you balance helping clients while still focusing on your growth and goals. Giving to others and helping them is important, but there is a point where that charity can be toxic and impact not only the value you're delivering to clients but your profitability and the client as well. https://bit.ly/3r6zZ8r
Jul 12, 2023 • 29min
Leveraging Technology With Guest Ben Goss
As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well. https://bit.ly/46kxwYh
Jul 10, 2023 • 27min
Trying To 10X? Just Do The Work! [Episode 212]
2Xing is great, so naturally 10X sounds even better, right? But is it actually easier? In today's episode, Matt and Micah talk about how sometimes people forget about doing the work that must be done in order to 2X and move the needle in your business. There isn't a magic wand that will skyrocket your growth, so they'll go through steps you can take and the work you need to put in to get closer to 2X. https://theperfectria.com/podcast/212
Jul 7, 2023 • 12min
Laziness, Continuous Practice, and Keeping Your Routines
Are you looking for an excuse for why you can't do the hard things? How much practice are you putting in, and are you seeking out those who are excelling? Do you fall off your routine or think that outside of surge, you don't have to be intentional about your time? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Stop Being Lazy [Episode 211] Improving Through Mentorship And Practice With Brady Bassford God Didn't Make Tables! https://bit.ly/3Np39ab
Jul 6, 2023 • 31min
God Didn't Make Tables!
It's summer, and you're outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today's episode, Jamie talks about the three tenets of The Perfect RIA and how to make sure you're hyper-focused so you can create and maintain your lifestyle practice. https://bit.ly/3NHfuYF
Jul 5, 2023 • 28min
Improving Through Mentorship And Practice With Brady Bassford
Advisors who are at the top of their game didn't get there by accident. It's through constant learning, improvement, and putting in the reps that you get to that next level. In today's episode, Matt is joined by Brady Bassford from the Mid-Atlantic Financial Group to share his journey as an advisor and director and how through mentorship and guidance, he quickly improved his skills and the value he was delivering to clients. https://bit.ly/3JksAbJ
Jul 3, 2023 • 30min
Stop Being Lazy [Episode 211]
Most advisors would never say that they're bored; instead, the most common reason they claim they're unable to change or improve is that they're too busy. In today's episode, Matt and Micah talk through why you're not too busy; you're just playing office. Listen in as they discuss areas where advisors get into trouble by choosing to do the easy things instead of the hard things and how taking the easy way won't help you get closer to the success you want. https://theperfectria.com/podcast/211
Jun 30, 2023 • 10min
Too Many Clients, Core Values, and Bad Leaders
Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business decisions? Do you want to be a liked leader or a great leader? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Why Are 50 Clients Too Many? [Episode 210] Core Values With Guest Ross Welte Leaders You Shouldn't Follow https://bit.ly/3qM7T2c
