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
Jan 25, 2023 • 23min
What Works Wednesday - Deal Structures and Trends In The M&A Market
What happens when a senior advisor is looking to sell their practice to a junior advisor, but there's a large gap between the firm's valuation and the advisor's income? On today's What Works Wednesday, Matt is joined by Harris Baltch from Dynasty Financial Partners to share his recommendations for advisors who may be considering selling their practice, as well as an advisor who may be considering buying in the future. Harris will also discuss the importance of CEOs being educated and why planning early can make all the difference in a deal going forward. http://bit.ly/3GHBj5L
Jan 23, 2023 • 25min
The Goal Of The Perfect RIA [Episode 188]
Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was created to share that message and encourage advisors to be authentic and transparent. On today's episode, Matt and Micah discuss the mission of The Perfect RIA and the importance of surrounding yourself with others who aren't just there to pat you on the back. Listen in as they share how even through creating this weekly podcast, it forces them to be open and look at what works and doesn't work in their own practice. They'll also discuss why they don't look at simple growth but instead focus on doubling and how that requires dramatic changes to your practice. https://theperfectria.com/podcast/188
Jan 20, 2023 • 12min
Follow Up Friday - Why Is Playing Office Such An Evil?!?
How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently started their own RIA? Have you taken an inventory of repeatable processes, and what plans are you taking to achieve your goals? Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Why Is Playing Office Such An Evil?!? [ Episode 187] What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau Worlds to Conquer - Goals And Productivity http://bit.ly/3QdLbZz
Jan 19, 2023 • 30min
Worlds to Conquer - Goals And Productivity
Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do you spend time looking out the window at what others have versus looking at yourself to see how you can achieve your goals? How do you handle failures, which are inevitable in life? On today's episode, Jamie goes through steps to increase your productivity and further help you towards reaching your goals. http://bit.ly/3GHYwGg
Jan 18, 2023 • 19min
What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau
When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today's episode, Matt is joined by Nick Covyeau of Swell Financial to share his experience during his first year of starting his RIA. Nick will share the importance of determining and focusing on your niche, as well as how he's focusing on client onboarding and creating meeting standards for both clients and prospects. Nick will also share how he uses video messaging to personalize the advice for his clients. http://bit.ly/3WMOtp1
Jan 16, 2023 • 26min
Why Is Playing Office Such An Evil?!? [Episode 187]
Do you think playing office means that you're at your desk playing solitaire? We all need downtime, and we all play office, but what's more important is whether you are performing your productive activities first, those that will move the needle, or if you're spending your day 'researching.' On today's episode, Matt and Micah discuss one of their biggest pet peeves with advisors who play office but also claim they are too busy. Listen in as they share what to look for in your day-to-day activities that could mean you're playing office and how to create forcing mechanisms to help you become more intentional with your time. https://theperfectria.com/podcast/187
Jan 13, 2023 • 13min
Follow Up Friday - Tax Planning In 2023
What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you're not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week's highlights and action items. Listen to this week's episodes: Tax Planning In 2023 [Episode 186] What Works Wednesday - Creating Systems and Processes With Cameo Roberson Worlds to Conquer - Goal Setting: Email And Chat http://bit.ly/3PZQR9i
Jan 12, 2023 • 27min
Worlds to Conquer - Goal Setting: Email And Chat
Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and does this help your team do the same? In today's episode, Jamie shares the reason for boundaries and why you need to be purposeful with your time. She'll also share why you need to help your team members be intentional with their day and not let notifications and messages distract and interrupt their productivity. http://bit.ly/3YTiHYR
Jan 11, 2023 • 18min
What Works Wednesday - Creating Systems and Processes With Cameo Roberson
As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On today's episode, Matt is joined by Cameo Roberson from Atlas Park Consulting to share why having systems and processes in place are vital to your growth. They'll discuss how you need to know how you communicate with the custodian and why professional pushback is ok. Cameo will also provide her recommendations for steps to follow in order to create a system as well as train your team, and set them up for success. http://bit.ly/3WRkP1y
Jan 9, 2023 • 31min
Tax Planning In 2023 [Episode 186]
Willpower is not enough! If you're familiar with this statement, then what is your plan to make 2023 your best year ever? On today's episode, Matt and Micah take a look at how you can kick off the year by adding value to your clients through tax planning. There are numerous tax planning opportunities, and while you don't need to take on everything the first time, tax planning is becoming more predominant in the industry, and you don't want to get left behind. Listen in as Matt and Micah discuss the spectrum of working with your clients on tax planning and why you need to decide where you want to be. They'll also share the conversations they'll be having throughout the year with their clients, as well as why they feel that tax planning starts with you as the advisor. https://theperfectria.com/podcast/186
