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
Jun 8, 2022 • 16min
Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success
The winning formula for networking. https://bit.ly/3tbZ1Bb
Jun 6, 2022 • 28min
Doing What Works [Episode 155]
Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and what didn't work. They also talk about the best ways to learn from the success of others in the field and where to be cautious when implementing changes. You can find show notes and more information by clicking here: https://bit.ly/38EWJ6P
Jun 3, 2022 • 8min
Follow Up Friday - Stop Talking Yourself Out Of The Sale!
How the way you're talking could actually be working against you. https://bit.ly/3lOdsHN
Jun 1, 2022 • 5min
Tips from the Trenches - Following Your Own Advice
The importance of looking at your own financial situation. https://bit.ly/3GkJ159
May 30, 2022 • 21min
Stop Talking Yourself Out Of The Sale! [Episode 154]
It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client. You can find show notes and more information by clicking here: https://bit.ly/3PkIp3E
May 27, 2022 • 8min
Follow Up Friday - How Did I Lose $50,000 This Month!?!
The importance of clear communication with your clients, even in times of turmoil. https://bit.ly/3LlPLk4
May 25, 2022 • 7min
Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails
Matthew shares how to get clients through networking. https://bit.ly/39mnJrz
May 23, 2022 • 29min
How Did I Lose $50,000 This Month!?! [Episode 153]
After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer. You can find show notes and more information by clicking here: https://bit.ly/3snVcIX
May 20, 2022 • 5min
Follow Up Friday - You Said What In A Client Meeting?!
How to ensure your clients see the value in working with you. https://bit.ly/3vUY0zg
May 18, 2022 • 5min
Tips from the Trenches - Getting The Right Clients And The Three P's - Personable, Profitable, and Productive
A practical guide to picking ideal clients and why saying yes to everyone backfires. The three P's framework—personable, productive, profitable—frames client fit. Learn about chemistry, red flags, handling blame, and when to graduate bad fits. Actionable prompt to define your own criteria and evaluate prospects.
