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
Aug 18, 2022 • 24min
Worlds To Conquer - Managing Value Adds In Surge
The importance of figuring out your value adds. https://bit.ly/3wl7kwn
Aug 17, 2022 • 19min
What Works Wednesday With Guest Rich Chen
When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorney you can comfortably rely on allows you successfully run your practice, whilst also ensuring it is compliant with the various legal obligations that apply. Richard Chen, a seasoned attorney, entrepreneur, and public speaker joins Matthew to share his advice for financial advisors seeking to protect themselves and their businesses. You can find show notes and more information by clicking here: https://bit.ly/3dhrfWl
Aug 15, 2022 • 29min
A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]
The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently in their respective offices. This is something that many people ask about, so grab your notes and listen in to hear how and why they differ in some key surge procedures and processes. You can find show notes and more information by clicking here: https://bit.ly/3Qbot3p
Aug 12, 2022 • 9min
Follow Up Friday - Surge Meeting Mistakes
What to avoid when planning surge. https://bit.ly/3QotMfm
Aug 11, 2022 • 19min
Worlds To Conquer - Calendaring Surge
What to know about running surge. https://bit.ly/3Jt1eiw
Aug 10, 2022 • 32min
What Works Wednesday with Guests Steven Jarvis and Leila Shaver
As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financial planning process. So, what advice can we give without crossing any lines—while still providing the most value to our clients? Steven Jarvis, CPA, and Leila Shaver, attorney, join Micah on this episode to discuss what is okay (and what is not okay) to converse about with your clients. You can find show notes and more information by clicking here: https://bit.ly/3oAKEDX
Aug 8, 2022 • 33min
Surge Meeting Mistakes [Episode 164]
If you jump headfirst into the pool of surge meetings, you're going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share the common mistakes they see people making when doing surge. You will get some great tactics that will ensure that your surge runs smoothly and effectively in the future. You can find show notes and more information by clicking here: https://bit.ly/3vqwfxO
Aug 5, 2022 • 8min
Follow Up Friday - Estate Planning and Fall Surge
How traveling and being out of the office is like cruise control on a car, dealbreakers, and more. https://bit.ly/3OQfWRK
Aug 3, 2022 • 23min
What Works Wednesday with Guest Alan Moore
Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best advisors for their clients, while others want to not only do good for their clients, but also make a shift in their lives and the lives of other advisors along the way. The latter is exactly what Alan Moore decided to do. Alan is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. In this episode, Alan joins Matthew to share his journey, including his advice for any young financial advisors looking to get started in their careers. You can find show notes and more information by clicking here: https://bit.ly/3vhQi1B
Aug 1, 2022 • 26min
Estate Planning and Fall Surge [Episode 163]
In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully. They share specifically how key your estate planning process is and where you absolutely need to be involved as an advisor. You can find show notes and more information by clicking here: https://bit.ly/3J6BEzO
