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
Feb 10, 2023 • 13min
Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks
Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own surge schedule to see what might work or taking advantage of a tried and tested plan? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190] What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris Worlds to Conquer - Surge: Schedules and Teams Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks http://bit.ly/3wwK1z8
Feb 9, 2023 • 40min
Worlds to Conquer - Surge: Schedules and Teams
You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and understanding of when this will deliver the most value to clients. Listen in as she also discusses the different pods within her firm and how to create an environment with a strong team that performs at their highest level. http://bit.ly/3WM6N0y
Feb 8, 2023 • 20min
What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris
There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make changes in yourself and your practice? In this episode, Matt is joined by Bryan Garris from TriaGen, to talk about getting uncomfortable and how having an accountability partner can help you achieve your tough goals. Bryan will share how he transitioned from a BD to an RIA and how by becoming more intentional he's able to be more efficient and grow his practice. http://bit.ly/3WJrE4O
Feb 6, 2023 • 27min
Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]
It's possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your clients in a unique, personalized way that requires fairly minimal effort. In this episode, Matt and Micah discuss how they've utilized video messaging in their firms to improve the client experience and create additional touchpoints; however, not all videos are created equal. Listen in as they share their tips to make this powerful communication tool a positive one and a way to ensure your clients are excited each time they hear from you. https://theperfectria.com/podcast/190
Feb 3, 2023 • 13min
Follow Up Friday - What If You HAD To Double Your Productivity?!?
What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week's highlights and action items. Listen to this weeks episodes: What If You HAD To Double Your Productivity?!? [Episode 189] What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman Worlds to Conquer - Defining Value With Your Team http://bit.ly/3j0pCPV
Feb 2, 2023 • 29min
Worlds to Conquer - Defining Value With Your Team
Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today's episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and isn't value. http://bit.ly/3ZSwBen
Feb 1, 2023 • 22min
What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman
Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On this episode, Matt is joined by Chris Michalman of Integrated Financial Partners in Derry, NH, to talk about how he first implemented surge in his practice and his experience in graduating clients. Matt and Chris will share the emotional aspect that goes along with transitioning clients while knowing that it's in their best interest, and also discuss how making these changes help you to better serve the right clients and become more valuable to them. http://bit.ly/3ZWWPfw
Jan 30, 2023 • 28min
What If You HAD To Double Your Productivity?!? [Episode 189]
We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours and choose to double productivity and crush the day. In this episode, Matt and Micah discuss their top recommendations for how you can improve your productivity. It's easy to let small moments distract you from your work, but that time adds up and takes away from your productivity. Listen in as they share how some small but sometimes painful changes can greatly improve your efficiency and productivity. They'll also discuss ways to help be proactive about potential distractions to help get you back on track. https://theperfectria.com/podcast/189
Jan 27, 2023 • 13min
Follow Up Friday - The Goal Of The Perfect RIA
Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you're doing isn't working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week's episodes. Listen to this week's podcasts: The Goal Of The Perfect RIA [Episode 188] What Works Wednesday - Deal Structures and Trends In The M&A Market Worlds to Conquer - Getting Uncomfortable With Your Goals http://bit.ly/3CS2jP7
Jan 26, 2023 • 37min
Worlds to Conquer - Getting Uncomfortable With Your Goals
Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today's episode, Jamie gets into questions you need to ask yourself to fully understand whether you're being true to yourself and putting your family first. She'll also provide guidance on ways to involve your family in your plans, as well as why it's important to have your family create their own goals. http://bit.ly/3kjI0Ud
