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 5, 2022 • 28min
Running An Effective Team When You're Out Of The Office [Episode 168]
If nothing gets done when you leave the office, is it because you don't have a rockstar—or is it because you suck as a leader? In this episode, Matthew and Micah are joined by their partner and chief technology officer, Orion Matthews, who joins in on the discussion about the issues advisors face when they need to be out of office for any reason. You will get insight into what goes wrong and why having the right team leadership will be a game-changer for your business. You can find show notes and more information by clicking here: https://bit.ly/3POK1l9
Sep 2, 2022 • 10min
Follow Up Friday - How Surge Works For New Relationships And Clients
Recapping this week's episodes and action items to implement right away. https://bit.ly/3PO66QR
Sep 1, 2022 • 19min
Worlds To Conquer - When I Surge, You Surge, We Surge
How surge works with family units and dynamics. https://bit.ly/3KltNz3
Aug 31, 2022 • 21min
What Works Wednesday with Aaron Walker
We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards, and so are the people we surround ourselves with. When you actively choose to surround yourself with people who share your ambitions or have achieved the things you are after, it elevates your life. Aaron Walker, life and business coach, mastermind group facilitator, author, and trusted advisor, joins Matthew in this episode to share his advice for those looking to be not only successful, but also significant. You can find show notes and more information by clicking here: https://bit.ly/3PGPXwM
Aug 29, 2022 • 28min
How Surge Works For New Relationships And Clients [Episode 167]
If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6 months could cause mutiny, so it's important to clearly communicate your framework and what they can expect. Matthew and Micah dive into this dilemma today and share insight into how you can plan, prepare, and ultimately deliver incredible value to clients in a new-to-surge situation. You can find show notes and more information by clicking here: https://bit.ly/3plFCLT
Aug 26, 2022 • 10min
Follow Up Friday - The Challenge! Who Delivers More Value?
Action items from this week's episodes. https://bit.ly/3pPdGjX
Aug 25, 2022 • 20min
Worlds To Conquer - Tips And Tricks For A Harmonious Surge
How to make surge as efficient as possible. https://bit.ly/3dLgmMk
Aug 24, 2022 • 32min
What Works Wednesday with Guest Jeff Rattiner
The CFP® designation has been the standard of excellence for financial planners for decades—and it's easy to see why. The highest designation in financial planning, combined with the commitment to high ethical standards, sets advisors holding this designation apart from the rest. So, what comes next after you receive your CFP®? And how can we implement processes to ensure our practices run as smoothly as possible? Jeff Rattiner, President at Rattiner's Financial Planning Fast Track, Inc., joins Micah today to share the answers to these questions and more. You can find show notes and more information by clicking here: https://bit.ly/3QzLoFa
Aug 22, 2022 • 31min
The Challenge! Who Delivers More Value? [Episode 166]
Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are flying. Matthew put together a challenge between advisors to create a financial plan in 30 minutes on stage. Get out your gloves and listen in to hear about why he's doing that and what we can all learn from other advisors. You can find show notes and more information by clicking here: https://bit.ly/3w9ARZB
Aug 19, 2022 • 9min
Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison
The differences in how Matt and Micah run surge. https://bit.ly/3PkN18A
