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
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
Apr 20, 2023 • 31min
Worlds to Conquer - Executive Assistants And Email Delegation
Do you wonder what you could do if you had a little more time? Imagine having someone dedicated to handling everything except for the tasks that only you can do. In this week's Worlds To Conquer, Jamie talks about hiring an Executive Assistant to handle your email. She'll go through her recommendations to set this up so that you only need to focus on what needs your attention as well as walk through the importance of having rules of escalation and a communication policy. http://bit.ly/3mhxxtB
Apr 19, 2023 • 25min
What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis
Performers on a broadway show don't just go on stage and decide what they're going to sing that night, they're prepared. Same with a comedian, their performances are practiced and rehearsed over and over again. On today's What Works Wednesday, Matt is joined by comedian Cory Michaelis to talk about opportunities to use comedy in presentations or client meetings as well as why no matter what, practicing and rehearsing is what will make you a higher-level performer and presenter. http://bit.ly/3nR2Dsr
Apr 17, 2023 • 31min
F*ing WORK! [Episode 200]
It's important to have efficiency in your practice, doing things faster, but what about the effectiveness of what you're doing? Waving a magic wand won't get you to where you want to go, you have to practice and put in the reps to see the success. In today's episode, Matt and Micah discuss the idea that everything you do counts, whether in a prospect, client meeting, or a presentation. How those meetings and presentations go depends on the work you put in beforehand and how prepared you are. You need to do the work! https://theperfectria.com/podcast/200
Apr 14, 2023 • 12min
Follow Up Friday - Delegation 101
Do you feel guilty about the thought of bringing someone on to handle tasks that you could do yourself? Do you also feel guilty about not making your own clothes or the fuel you put in your car? Imagine freeing up your time so that you can focus on those tasks that will help you get to the next level. Also, in your mind, is conflict in your office good or bad, and do you take time to think about your emotions instead of acting on them? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Delegation 101 [Episode 199] What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein Worlds to Conquer - Do You Need An Executive Or Virtual Assistant? http://bit.ly/40QYH9E
Apr 13, 2023 • 38min
Worlds to Conquer - Do You Need An Executive Or Virtual Assistant?
Do you feel guilty thinking you don't need someone else doing a task you could do yourself? Imagine having an assistant who could help give back time in your day to do the things you need and want to do. On today's Worlds To Conquer, Jamie walks through bringing on an Executive or Virtual Assistant and how to determine what tasks can be handed over to someone else. http://bit.ly/3KinayQ
Apr 12, 2023 • 27min
What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein
Do you sometimes wonder why you act a certain way when you get upset or why you get so emotional sometimes? You want to feel your emotions but also be in command of your mindset, especially as a leader. On today's What Works Wednesday, Matt is joined by Coach Adam Silberstein to talk through the concept of being above the line and below the line and how this awareness can help you personally, professionally, and with your team. http://bit.ly/3G0pckQ
Apr 10, 2023 • 26min
Delegation 101 [Episode 199]
Are you overwhelmed, but you feel like you don't have the time to delegate, or assume you need to create a 50-page documented process for delegation? News flash! Delegation can be a superpower and allow you to focus on work that delivers value and grows your practice. On today's episode, Matt and Micah walk through why you need to delegate, even if it's in your personal life, what are some of the first tasks that you can hand over to someone else, and how to set your own expectations. https://theperfectria.com/podcast/199
Apr 7, 2023 • 14min
Follow Up Friday - What To Do When You're Out Of The Office
Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about education planning? What is the financial advisor's perfect week outside of surge? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: What To Do When You're Out Of The Office [Episode 198] What Works Wednesday - Education Planning With Guest Fred Amrein Worlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week http://bit.ly/3FK5UQD
Apr 6, 2023 • 39min
Worlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week
Surge is a hyperfocused time for you and your team, but once it's done, do you feel uncertain about how to make sure you're focused on your goals and moving the needle? On today's Worlds To Conquer, Jamie walks through a perfect week for a financial advisor that will help you stay on track, spend more time with those you love, and still be available for your team. http://bit.ly/3LIkewJ
