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
May 16, 2022 • 31min
You Said What In A Client Meeting?! [Episode 152]
One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to meetings with clients where we aim to deliver massive value. This episode is full of visuals on the whiteboard so be sure to check out the video version of the podcast so you can get a better understanding of the concepts. You can find show notes and more information by clicking here: https://bit.ly/377pUP6
May 13, 2022 • 7min
Follow Up Friday - Why Don't I Have More Prospects?!?
Action items that can directly result in you having more prospects. https://bit.ly/3Kwv1pt
May 11, 2022 • 6min
Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations
How to set the stage for communicating what really matters. https://bit.ly/38CsVHo
May 9, 2022 • 22min
Why Don't I Have More Prospects?!? [Episode 151]
Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your prospect numbers. Matthew and Micah share specifically how they 'put in reps' and how that, along with not playing office and other important aspects, has allowed them to develop a solid flow of prospects. You can find show notes and more information by clicking here: https://bit.ly/3EOWOR2
May 6, 2022 • 7min
Follow Up Friday - Show Me The Beef!
What makes an effective communicator. https://bit.ly/3vPkuk7
May 4, 2022 • 3min
Tips from the Trenches - Show Up For Surge
What it means to show up for surge and why it's so important. https://bit.ly/3OJ94Xs
May 2, 2022 • 34min
Show Me The Beef! [Episode 150]
As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings. You can find show notes and more information by clicking here: https://bit.ly/3EjVV2v
Apr 29, 2022 • 7min
Follow Up Friday - How Do I Actually Get Tax Returns From Clients?
How delivering massive value relates to tax returns. https://bit.ly/3L8dntf
Apr 27, 2022 • 12min
Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators
The importance of key performance indicators. https://bit.ly/3uYEKR3
Apr 25, 2022 • 32min
How Do I Actually Get Tax Returns From Clients? [Ep 149]
As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive value to clients. Tax documents provide a lot of important and helpful information—but why is it so hard to ask for them? And why are clients uncertain about providing them? If you and your team have had trouble with getting tax returns from clients or you are wondering about the best way to navigate that process, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/3Kzly1o
