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 7, 2022 • 34min
Giving Out My Cell Phone Is How I Add Value [Episode 142]
There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actually thwarting massive value? In this episode, Matthew and Micah chat about how to delineate between the different types of communication and how you can add massive value without being on speed dial. You can find show notes and more information by clicking here: https://bit.ly/3Ilrc6j
Mar 4, 2022 • 6min
Follow Up Friday - THE Floyd Shilanski
Action items following our special episode featuring a rare guest. https://bit.ly/3sjyL7P
Mar 2, 2022 • 14min
Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars
Why you need a team you can trust if you want to deliver massive value. https://bit.ly/3t3XwnW
Feb 28, 2022 • 35min
THE Floyd Shilanski [Episode 141]
Providing your clients with massive value is something that is talked about often on The Perfect RIA, but it's also important to ensure you have time for your loved ones while also showing up with the right mindset every single day. No one knows these topics more than Floyd Shilanski, the President of Shilanski & Associates, Inc. In this episode, he will be sharing his wealth of knowledge from his many years of experience in the financial planning industry, as well as the most valuable tidbits from his book, Registered Investment Advisor (RIA) From Scratch. You can find show notes and more information by clicking here: https://bit.ly/3Bs7Qtx
Feb 25, 2022 • 5min
Follow Up Friday - What Is The Perfect RIA?
Action items and key lessons from Monday's episode. https://bit.ly/3GVpeIt
Feb 23, 2022 • 4min
Tips from the Trenches - Post Surge Meetings
Key things to think about with surge meetings. https://bit.ly/351IDdx
Feb 21, 2022 • 27min
What Is The Perfect RIA? [Episode 140]
How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you're doing to your clients (or prospects) will allow them to recognize how much value you are adding to their life. So, today Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey. You can find show notes and more information by clicking here: https://bit.ly/34w43il
Feb 18, 2022 • 5min
Follow Up Friday - Client Segmentation
Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD
Feb 16, 2022 • 16min
Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach
Learn how you should be thinking about raising your fees. https://bit.ly/3JdTP5s
Feb 14, 2022 • 25min
Client Segmentation [Episode 139]
Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn't always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massive value instead. You can find show notes and more information by clicking here: https://bit.ly/3H0xqIc
