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
Apr 22, 2022 • 6min
Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain"
Action items for dramatically improving your prospect process. https://bit.ly/3xvStjP
Apr 20, 2022 • 5min
Tips from the Trenches - Tales From Tax Season
Steven Jarvis joins this episode to share a real-life experience with tax planning. https://bit.ly/37OwgTu
Apr 18, 2022 • 32min
Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" [Episode 148]
Having issues in prospect meetings? It's incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smoothly for your prospects and for your team. They share how they get their teams prepped for surge, as well as what it takes to move through it and transition out of it smoothly. You can find show notes and more information by clicking here: https://bit.ly/3qNZ4lB
Apr 15, 2022 • 6min
Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?
Why you don't need to get a prospect scheduled right away. https://bit.ly/3rdhEDM
Apr 13, 2022 • 10min
Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones
The fatal flaw in most advice for creating a business plan. https://bit.ly/3KjejdU
Apr 11, 2022 • 33min
Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]
What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them. You can find show notes and more information by clicking here: https://bit.ly/35gUBQO
Apr 8, 2022 • 5min
Follow Up Friday - Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA
The most important action items from this week's episode. https://bit.ly/3uFHjpS
Apr 6, 2022 • 4min
Tips from the Trenches - Your Team As Teachers
How to train your team to make sure you're always on the same page. https://bit.ly/3LxEOg9
Apr 4, 2022 • 28min
Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]
In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better, more mutually-beneficial relationship with them. You can find show notes and more information by clicking here: https://bit.ly/36BhKxw
Apr 1, 2022 • 4min
Follow Up Friday - Guest Star Reese Harper
Action items for delivering massive value. https://bit.ly/3Nm7NFh
