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
Mar 17, 2023 • 13min
Follow Up Friday - 10X Your Practice
Do you have big dreams and goals? Are you doing the same activities, thinking that things will magically change? What is your mindset about your goals, your practice, and your team and are you surrounding yourself with people who aspire to achieve more? What symptoms and processes are you putting into place, and out of your head, to help you reach those goals? Listen in as we recap this week's highlights and action items. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! Listen to this week's episodes: 10X Your Practice [Episode 195] What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet Worlds to Conquer - Change Happens When Four Things Occur In Your Life http://bit.ly/41DuOdY
Mar 16, 2023 • 33min
Worlds to Conquer - Change Happens When Four Things Occur In Your Life
If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or having systems in place takes work, but even taking that smallest step can lead to big changes. On today's Worlds To Conquer, Jamie shares how looking at your office, your client meetings, and your processes with your team can help you towards your goals and the growth you want to happen in your practice. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3kAvu30
Mar 15, 2023 • 32min
What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet
Do you find yourself making excuses as to why you could never have your dream practice? Or are you afraid of doing things unless you feel they're perfect? On today's episode, Matt is joined by Bryan Sweet from Sweet Financial Partners to share how he's created his perfect practice. Bryan shares why you should focus on doing the things you're good at and why you need to focus on smaller steps to help you reach your bigger goals while playing the long game. Bryan will also talk about how living in a small town has been an advantage both with the clients he serves and with his team. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3Z3qH9k
Mar 13, 2023 • 34min
10X Your Practice [Episode 195]
Do you have big aspirational goals? Elon Musk's goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones needed in order to get there, or do you think there's some silver bullet? On today's episode, Matt and Micah talk about how in order to hit your goals and 10x your practice, you need to actually be doing things to move that needle. That means the reps, the personal development, and choosing to do things differently than you've done before. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! https://theperfectria.com/podcast/195
Mar 10, 2023 • 12min
Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse
Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be proactive and find fulfillment? And have your goals died this month, or are you ready to take action towards 10Xing your practice? Listen in as we recap this week's highlights and action items. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! Listen to this week's episodes: Lifestyle Is Worth Less Than Wirehouse [Episode 194] What Works Wednesday - Finding Fulfillment With Coach Brett Baughman Worlds to Conquer - Are You Ready To 10X Your Practice? http://bit.ly/3xRT2Uj
Mar 9, 2023 • 27min
Worlds to Conquer - Are You Ready To 10X Your Practice?
Warning! If you are ready to give up on your goals, then just move along. Really… We recommend that you only listen to today's Worlds To Conquer if you are ready to do the work and you want to make a dramatic change in your life to 10X your practice! Jamie is ready to share the top things you can do to take steps towards action and achieving greatness. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3KzhuRX
Mar 8, 2023 • 36min
What Works Wednesday - Finding Fulfillment With Coach Brett Baughman
How do you get to the point where you're at, or getting towards, your highest potential? And do you spend your day being reactive instead of proactive? On this What Works Wednesday, Matt is joined by Coach Brett Baughman, to discuss the importance of a morning routine that will help you to work at a higher level. Brett will share how meditation can help you create your day internally so that you're focused on more strategic, objective thinking. The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today! http://bit.ly/3XRkX0U
Mar 6, 2023 • 30min
Lifestyle Is Worth Less Than Wirehouse [Episode 194]
Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today's episode, Matt and Micah look at practice valuation and share the importance of looking at real numbers. If you're interested in selling your practice, you must pay close attention to actual numbers, not just what someone assumes is happening. But what if you have no interest in selling your practice? Listen in as Matt and Micah discuss why, no matter what, you need to look at your real data and pay attention to what you're measuring. https://theperfectria.com/podcast/194 The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!
Mar 3, 2023 • 13min
Follow Up Friday - What Is Too Much Value?
If you think you're delivering too much value (really??!), it may just be that you're failing to deliver it correctly. When you're creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: What Is Too Much Value? [Episode 193] What Works Wednesday - Client Events With Chad Hufford Worlds to Conquer - Your Surge Questions Answered http://bit.ly/416shZm
Mar 2, 2023 • 36min
Worlds to Conquer - Your Surge Questions Answered
Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week's Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge. http://bit.ly/3YSPqN4
