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
Mar 30, 2022 • 10min
Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?
The value of the one-page plan. https://bit.ly/3IxJIaL
Mar 28, 2022 • 37min
Guest Star Reese Harper [Episode 145]
Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn't like anyone else. One way to do this is to learn from other advisors in the industry who are making a difference and have seen the success that you desire. So, in this episode, Matthew is joined by Reese Harper, the founder of Dentist Advisors and someone who is making a big impact in the advisory space. You can find show notes and more information by clicking here: https://bit.ly/3i0l7AB
Mar 25, 2022 • 5min
Follow Up Friday - But I Don't Have Time For That
Action items for finding time in your practice. https://bit.ly/3IfhoK7
Mar 23, 2022 • 4min
Tips from the Trenches - Value Adds in Surge
What to do before surge—and any other value-adds. https://bit.ly/3MTFnlB
Mar 21, 2022 • 32min
But I Don't Have Time For That [Episode 144]
That's a great idea…but I don't have time. Someday I'll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to this episode, as Matthew and Micah dive into the issue of time and what it means to take intentional control of the time you have. You'll learn key tips that will allow you to make the best use of your working hours without getting overwhelmed. You can find show notes and more information by clicking here: https://bit.ly/3tVN9TJ
Mar 18, 2022 • 6min
Follow Up Friday - Can I Get A Discount?
The negative impacts of giving a discount. https://bit.ly/37bQeHh
Mar 16, 2022 • 19min
Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter
How to invest money for your clients. https://bit.ly/3CrpwpP
Mar 14, 2022 • 30min
Can I Get A Discount? [Episode 143]
All advisors and practice owners feel fear at some point. It's a natural part of growing your practice. And unless you are completely certain of the value you are providing to your clients, it can be uncomfortable discussing your fees and articulating your fee structure. But if you downplay your fees or make excuses for them, you're far more likely to be asked for a discount. So, in this episode, Micah and Matthew will be sharing how to get rid of the head trash surrounding your prices so you can finally ask for the fee you're worth without any stress. You can find show notes and more information by clicking here: https://bit.ly/3thyd1A
Mar 11, 2022 • 5min
Follow Up Friday - Giving Out My Cell Phone Is How I Add Value
Action items to help you deliver massive value—without giving out your cell phone number. https://bit.ly/3MoGklH
Mar 9, 2022 • 6min
Tips from the Trenches - Tax Projections and Medicare IRMAA
Learn why it's so important to take a client's entire situation into consideration when giving advice. https://bit.ly/3vuEJoF
