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
May 8, 2023 • 29min
The Office Will Burn Down If You Go On Vacation [Episode 203]
Is having an office that hasn't been burnt to a crisp the threshold you're working under when you take time out of the office? Or are you operating on the extreme end of having your team handle tasks that only you can do while you're gone? On today's episode, Matt and Micah talk through the process of taking time out of the office and the need to fear set with your team and your family to make your vacation, and the absence in your office, a positive one. https://theperfectria.com/podcast/203
May 5, 2023 • 13min
Follow Up Friday - Do You Even Have Credibility?
Are you aware of all the little things that can help or hurt your credibility, such as relating to your clients on an emotional level? Do you look at your environment and focus on the barriers, or are you pushing forward and implementing any change to improve your practice and your life? What's your worth? Have you taken the time to look at who you serve and who you want to become? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Do You Even Have Credibility? [Episode 202] What Works Wednesday - Working Past Limitations With Guest David Edmisten Worlds To Conquer - Chasing Money VS. Delivering Massive Value https://bit.ly/41LIhzN
May 4, 2023 • 28min
Worlds To Conquer - Chasing Money VS. Delivering Massive Value
Are you so focused on money that it's your primary objective in your career as a Financial Advisor? If so, you'll never be satisfied with your goals. On today's episode, Jamie talks through the main questions you need to ask yourself in order to ensure you're focused on delivering so much value that the money starts chasing you. https://bit.ly/40oSXmD
May 3, 2023 • 24min
What Works Wednesday - Working Past Limitations With Guest David Edmisten
Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today's What Works Wednesday, Matt is joined by David Edmisten from Next Phase Financial Planning, who, while an employee advisor, took the recommendation of 'Do What Works' and worked past company constraints. David will share how he managed to implement the concepts that Matt and Micah recommend at The Perfect RIA by trying one at a time and how he saw tremendous results with his clients and personal life. https://bit.ly/41AN47a
May 1, 2023 • 35min
Do You Even Have Credibility? [Episode 202]
You know that with your clients, everything you do either helps or it hurts - everything counts! On today's episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it's more than likely a lack of credibility. But then what do you do? Top advisors are always looking for ways to demonstrate their credibility, so be sure to communicate and set expectations with your clients and do what you say you're going to do. https://theperfectria.com/podcast/202
Apr 28, 2023 • 14min
Follow Up Friday - Why Aren't You Delegating To A Virtual Assistant?
Bringing on a high-caliber assistant can mean the difference between someone who knows how they can help you versus someone who just responds to a task, but how do you find the right person? How does working with an agency help create a successful match in which you truly get back time in your life to focus on other things? How are you communicating with your executive assistant, and are they problem solvers as well as someone who values privacy? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Why Aren't You Delegating To A Virtual Assistant? [Episode 201] What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino Worlds to Conquer - Client Events and Executive Assistants http://bit.ly/3o4mxAp
Apr 27, 2023 • 35min
Worlds to Conquer - Client Events and Executive Assistants
Do you have someone in charge of expected and unexpected needs when planning a client event? On today's Worlds To Conquer, Jamie shares some of the questions we've received on hiring an Executive or Virtual Assistant, as well as how having someone dedicated to handling logistics and representing you and your brand can further allow you to focus on only the things you can do. http://bit.ly/406EMTh
Apr 26, 2023 • 32min
What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino
Are you being your own assistant and handling things you shouldn't? On today's What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY, which provides virtual assistants to clients all over the US. Matt and Tricia discuss common mistakes advisors make when hiring a VA, how to decide what and how to delegate to an assistant, and how taking this step can help transform your life by giving you the time to focus your energy elsewhere and handle the decisions only you can make. http://bit.ly/3GC77tF
Apr 24, 2023 • 23min
Why Aren't You Delegating To A Virtual Assistant? [Episode 201]
Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings - sure - but at what cost? Are doing these tasks the highest and best use of your time? On today's episode, Matt and Micah talk about the benefits of hiring a virtual assistant so you can focus your decisions and time that only you can do. Listen in as they share some mistakes people make when bringing on a virtual assistant, as well as how to make this transition successful. https://theperfectria.com/podcast/201
Apr 21, 2023 • 12min
Follow Up Friday - F*ing WORK!
How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional are you when you're presenting to clients? What rules of escalation do you have in place for your team? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: F*ing WORK! [Episode 200] What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis Worlds to Conquer - Executive Assistants And Email Delegation http://bit.ly/41dpgWF
