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 1, 2023 • 42min
What Works Wednesday - Client Events With Chad Hufford
How are you deciding ways to connect with your clients throughout the year? If it's to update them on the latest news story without any true purpose, then you might be doing them a disservice. On today's episode, Micah is joined by Chad Hufford, a fellow Alaskan from Veritas Wealth Management, to talk about how he creates events and touchpoints that help build momentum and educate his clients. Micah and Chad will also discuss the lens to view with deciding what content to share as well as why you don't have to be the expert in everything to add value to your clients. http://bit.ly/411IXRZ
Feb 27, 2023 • 30min
What Is Too Much Value? [Episode 193]
When you imagine value as a sledgehammer, does that seem positive or negative to you? On today's episode, Matt and Micah talk through what it means to deliver value and how it can never be too much. However, it's important to understand what is considered valuable and what isn't (such as calling a client just to say 'hi'). Listen in as they share why providing value is about focusing on what is beneficial to your client and why you want to look at all areas in your life where you can add value to others. https://theperfectria.com/podcast/193
Feb 24, 2023 • 14min
Follow Up Friday - We Don't Need Surge, We Need Prospects
Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team's perspective? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: We Don't Need Surge, We Need Prospects [Episode 192] What Works Wednesday - Creating A Surge Process That Works For You With John Mason Worlds to Conquer - A Detailed Look At Surge http://bit.ly/3xaztWQ
Feb 23, 2023 • 41min
Worlds to Conquer - A Detailed Look At Surge
Are you ready to implement surge, but you're unsure of what this truly looks like both for the advisor and the team? On today's episode, Jamie breaks down surge from the time involved before a client walks in, through the weeks of surge, and as well as after, when tasks are still being completed. Listen in as Jamie shares the schedule that allows her office to deliver massive value during this hyper-focused period of time. http://bit.ly/40KLXlq
Feb 22, 2023 • 21min
What Works Wednesday - Creating A Surge Process That Works For You With John Mason
When implementing surge, it's important to be intentional about your time and schedule, and understand what you're solving for. On today's episode, Matt is joined by John Mason from Mason and Associates in Newport News, VA. John will share how surge has worked in his practice, which his firm calls strategic planning meeting season, and how he has created a successful process that benefits his clients, including having almost all meetings as a virtual session. http://bit.ly/3Yaiik5
Feb 20, 2023 • 28min
We Don't Need Surge, We Need Prospects [Episode 192]
Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful experience for your prospects, having a top notch process is key. On today's episode, Matt and Micah discuss how the prospect process starts well before someone even shows up to your office, or for that first meeting. They'll share why you want to look at the initial impression the prospect has and the importance of constantly setting expectations. You'll also learn when, and how, to address the topic everyone anticipates - fees. https://theperfectria.com/podcast/192
Feb 17, 2023 • 14min
Follow Up Friday - Your Q1 Surge Plan
Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation leading up to it. How are you going through this with your team? Have you taken the time to look at what you're creating in your practice and your ideal life? Are you having those up-periscope meetings with your team to ensure things are happening as you believe they are? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Your Q1 Surge PlanYour Q1 Surge Plan [Episode 191] What Works Wednesday - The Advisor Path With BenVerWys Worlds to Conquer - Surge And Questions For Your Team http://bit.ly/40ubGOU
Feb 16, 2023 • 35min
Worlds to Conquer - Surge And Questions For Your Team
You can't assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today's episode, Jamie discusses why you need to have up-periscope meetings and check in with your team. She'll share three questions that you can ask them that will deliver a better experience to your clients. http://bit.ly/3DFAmu5
Feb 15, 2023 • 18min
What Works Wednesday - The Advisor Path With Ben VerWys
If you're good at what you do, it's understandable that there can be endless opportunities available to you. On today's episode, Matt is joined by Ben VerWys, the founder of Fiduciary Financial Advisors, to share his experience, from starting as a W-2 employee to building his own firm. Ben will share the gaps that he believes exist in the industry and that there's a path to providing value to your clients while also living your ideal life. http://bit.ly/3Yf36BD
Feb 13, 2023 • 31min
Your Q1 Surge Plan [Episode 191]
With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On this episode, Matt and Micah explain the concept of surge and how it's about being intentional and providing the most value to your clients. They'll share the importance of your team's involvement and getting them on board. For advisors who have been implementing surge, Matt and Micah will also discuss ways to level up to continue to improve your surge meetings. Listen in as they talk about some of the head trash that they still deal with and the best way to start your client meetings. https://theperfectria.com/podcast/191
