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
Oct 10, 2022 • 31min
What Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
Your prospect just said 'yes'—now what? Don't panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigating a new client relationship is to lay the groundwork early and communicate the processes you have in place. Today, they share the different elements of creating and implementing a process, as well as real-life insight from how they make it work in their own practices. You can find show notes and more information by clicking here: https://bit.ly/3SA3d8H
Oct 7, 2022 • 10min
Follow Up Friday - How To Communicate Your Value To Clients
Key takeaways from this week's episodes. https://bit.ly/3y8PYn5
Oct 6, 2022 • 30min
Worlds To Conquer - New Client Onboarding - Setting Expectations
Beginning a month-long series all about onboarding brand new clients. https://bit.ly/3E9Sg9k
Oct 5, 2022 • 23min
What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte
Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off and detaching from work is important for focus and stress management, and can even be beneficial for long-term health. But do you think your practice could run without you for an entire month? Taylor Schulte, Founder of Define Financial, joins the show to share his experience with going completely offline for an entire month, including how he prepared his practice and the things he did in the lead-up. You can find show notes and more information by clicking here: https://bit.ly/3xAqdvy
Oct 3, 2022 • 32min
How To Communicate Your Value To Clients [Episode 172]
Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still having trouble knowing what to say and how to add value to your meetings, this is the episode for you. Matthew and Micah jump in to share some of the origins of the value-add, how they struggled in client meetings at first, and what helped them find more confidence in their meeting times with clients and prospects. You can find show notes and more information by clicking here: https://bit.ly/3LIA20m
Sep 30, 2022 • 11min
Follow Up Friday - Helping Team Members Triage Client Requests
Helping your team to help you. https://bit.ly/3SgTJPx
Sep 29, 2022 • 18min
Worlds To Conquer - The Importance Of A Team
What young advisors need to know in order to grow their practices. https://bit.ly/3BMVMnb
Sep 28, 2022 • 24min
What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario
Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allows you to establish a reputation within your niche and enhances your client-acquisition efforts. In this episode, Don Hilario, Founder of Hilpan Moxie Wealth Management, will be joining the show to share how he found his niche serving Big Tech, how he structures his day to maximize productivity, and his advice for any advisors searching for a way to be more intentional with their workdays. You can find show notes and more information by clicking here: https://bit.ly/3S2Ku5h
Sep 26, 2022 • 29min
Helping Team Members Triage Client Requests [Episode 171]
Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit down to address the difficulties in delegation and share insight into how they help their own team members run triage on client requests. If you're hoping to carve out more time for yourself and empower your team in a way that allows your business to grow, this episode is for you. You can find show notes and more information by clicking here: https://bit.ly/3db2Di4
Sep 23, 2022 • 11min
Follow Up Friday - Do I Need To Fire My Team?
Action items from this week's episodes. https://bit.ly/3RPNUbq
