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
Sep 22, 2022 • 16min
Worlds To Conquer - How To Fire An Employee
The right way to terminate someone you know shouldn't be on your staff. https://bit.ly/3f1iP6k
Sep 21, 2022 • 18min
What Works Wednesday With Josh Raab
If you have expertise and knowledge to share beyond what you share with your clients as an advisor, writing a book has probably crossed your mind—and rightly so. A high-quality, engaging book can establish you as an industry expert and give you a chance to speak to a broader audience. However, you're busy running a successful practice and the idea of putting in the work to create a book is probably daunting. So, where do you begin? In this episode, Josh Raab, Founder of Raab & Co, will join Matthew to discuss the process of publishing a book. You can find show notes and more information by clicking here: https://bit.ly/3qhXQhM
Sep 19, 2022 • 33min
Should I Fire My Team? [Episode 170]
There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and you realize all your problems aren't solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team. You can find show notes and more information by clicking here: https://bit.ly/3Bor0C4
Sep 16, 2022 • 8min
Follow Up Friday - Working With Family
Recapping the pros and cons of working with family. https://bit.ly/3eDPdeM
Sep 15, 2022 • 19min
Worlds To Conquer - Should I Hire A Family Member?
Settling the debate over whether it's a good idea to hire family members. https://bit.ly/3QBnZCN
Sep 14, 2022 • 20min
What Works Wednesday With Louis Diamond
Many advisors reach a point in their careers when they wonder if the firm where they're working is the best place for them to serve their clients and find their desired work-life balance. However, actually taking the next step and exploring this next phase can feel overwhelming. Where do you even begin? In this episode, Louis Diamond, President of Diamond Consultants, will be joining Matthew to discuss how to approach this next step in your life strategically so that there are no missteps made along the way. You can find show notes and more information by clicking here: https://bit.ly/3R5CRuv
Sep 12, 2022 • 25min
Working With Family [Episode 169]
Don't hire your family members—just don't do it. Matthew and Micah jump on today to discuss the dilemma of hiring family members and why it's a bad idea 99% of the time. They both share from their own experience working with family, offering examples of how it can go really wrong. If you are considering hiring family, friends, or someone you would hesitate to fire for any reason other than performance, this is the perfect episode for you. You can find show notes and more information by clicking here: https://bit.ly/3KwrR6W
Sep 9, 2022 • 11min
Follow Up Friday - Running An Effective Team When You're Out Of The Office
Action items for making sure your practice doesn't burn down when you're away. https://bit.ly/3KFzIio
Sep 8, 2022 • 21min
Worlds To Conquer - Adding To Your Team - Hiring and Interviewing
Tips for finding, screening, and hiring candidates. https://bit.ly/3cLcJ95
Sep 7, 2022 • 22min
What Works Wednesday With Brendan Frazier
As an advisor, if you don't have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning comes down to good communication and a deep understanding of how your clients operate. In fact, the practices that are the most successful and have the best relationships with their clients have mastered the human side of finances. In this episode, Brendan Frazier, Founder of Wired Planning, will be joining Matthew to discuss the "softer side" of financial planning that everyone should be focusing on. You can find show notes and more information by clicking here: https://bit.ly/3CE1k5z
