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
Jun 12, 2023 • 34min
Why Financial Undressing Matters [Episode 208]
If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you're doing a disservice to yourself and to others. On today's episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone. https://theperfectria.com/podcast/208
Jun 9, 2023 • 12min
Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Stacking The Odds In Your Favor [Episode 207] The Value Of Writing A Legacy Letter With Guest Blake Brewer You Didn't Hire Idiots https://bit.ly/3qfZu6G
Jun 8, 2023 • 40min
You Didn't Hire Idiots
Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization. https://bit.ly/3MVEY4k
Jun 7, 2023 • 22min
The Value Of Writing A Legacy Letter With Guest Blake Brewer
If you had the chance, would you take the time to write a letter to those who you love? One that could help them throughout their lives or bring them peace during difficult moments? On today's episode, Matt is joined by Blake Brewer from Legacy Letter Challenge to share how a tragic experience turned into a moment that created his life passion to help 1 million moms, and dads write a letter to their children. https://bit.ly/433Yykl
6 snips
Jun 5, 2023 • 39min
Stacking The Odds In Your Favor [Episode 207]
Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with humor and confidence? On today's episode, Matt and Micah talk through how you communicate, as well as your goal in a prospect meeting can determine whether a prospect and client has a positive experience. You don't have to dread prospect meetings when you realize that they're an opportunity to help change someone's life. https://theperfectria.com/podcast/207
Jun 2, 2023 • 13min
Prospect Process, Forcing Mechanisms, and Unlimited Access
Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you're outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Just Cause Your Breath Stinks, Don't Change The Process [Episode 206] Unique Forcing Mechanisms with Guest Dave Zaegel How You Can Offer Unlimited Access https://bit.ly/3BDkmrd
Jun 1, 2023 • 33min
How You Can Offer Unlimited Access
When you bring on clients to your practice, you're looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach out to you or when they have questions? On today's episode, Jamie shares how advisors can structure time during and outside of surge to answer client questions and how to ensure you have an effective communication policy in place that allows clients to always feel that they're taken care of. https://bit.ly/3ofNW2U
May 31, 2023 • 25min
Unique Forcing Mechanisms with Guest Dave Zaegel
Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you're wasting your time and the impact it's having on your practice? On today's episode, Matt is joined by Dave Zaegel from CWOs for Hire to share how running both a tax practice and financial planning firm forced him to be hyper-intentional with his time and how his tax background has added to the value he's able to provide his clients. https://bit.ly/3MtbTNt
May 29, 2023 • 32min
Just Cause Your Breath Stinks, Don't Change The Process [Episode 206]
When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the door? On today's episode, Matt and Micah discuss why you not only need a prospecting process that works, but you need to stick to it! Trying to oversell yourself, creating new reports, or offering services that don't fit with your process doesn't benefit you or the prospect. https://theperfectria.com/podcast/206
May 26, 2023 • 11min
Walls, Right Fits, And What Will Get You Fired
Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that? What processes do you have in place to make sure that not only is a prospect the right fit for you, but that you're setting expectations from the beginning and understanding exactly what your client needs? Does your team understand what will get them fired and are you being intentional about investing your time outside of surge? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: https://theperfectria.com/podcast/205 The Right Value And The Right Clients with Guest Jason Speciner What Gets You Fired https://bit.ly/3Bp7Dbj
