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
Jul 4, 2022 • 31min
Discount Fee - Then Discount Advisor! [Episode 159]
The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, Micah is joined by a mastermind attendee who has made some big goals and incredible progress. Cameron Valadez from Planable Wealth joins the show to discuss his experience increasing fees AND value. You can find show notes and more information by clicking here: https://bit.ly/3tYYumH
Jul 1, 2022 • 8min
Follow Up Friday - Roth Conversions
How to stop yourself from overcomplicating things, especially when it comes to Roth conversions. https://bit.ly/3QFk8Gl
Jun 29, 2022 • 4min
Tips from the Trenches - Taxes
Tips for figuring out a client's taxes. https://bit.ly/3bhIB4a
Jun 27, 2022 • 36min
Roth Conversions [Episode 158]
Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions. You can find show notes and more information by clicking here: https://bit.ly/3b5ZCyp
Jun 24, 2022 • 6min
Follow Up Friday - What Are You Gaining From Conferences?
Recapping the key takeaways from Monday's episode. https://bit.ly/39yhMrX
Jun 20, 2022 • 38min
What Are You Gaining From Conferences? [Episode 157]
In today's episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they take some time to debrief with Micah about their key takeaways from the Ed Slott conference, as well as the importance of the in-between conversations, a huge detail about HSA contributions, helpful ways to apply the information you learn, and more. You can find show notes and more information by clicking here: https://bit.ly/3Q3KO35
Jun 17, 2022 • 9min
Follow Up Friday - If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks!
Diving deeper into one of the key tenants of The Perfect RIA. https://bit.ly/3NFFVvJ
Jun 15, 2022 • 4min
Tips from the Trenches - Buckets In A Volatile Market
What to do when your client is retiring during a downturn in the market. https://bit.ly/3NBvedu
Jun 13, 2022 • 23min
If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]
This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In this episode, they discuss some of the key things they got to focus on during the masterminds, as well as where it challenged them. You will also hear about common issues that come up for advisors and how to tackle them and move forward. You can find show notes and more information by clicking here: https://bit.ly/3maWqDK
Jun 10, 2022 • 7min
Follow Up Friday - Doing What Works
Action items following Monday's episode. https://bit.ly/3taLrhl
