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
Feb 11, 2022 • 5min
Follow Up Friday - You Drank a Soda in a Client Meeting?!?
Proven action items for you to take this week. https://bit.ly/34x3HYX
Feb 9, 2022 • 6min
Tips from the Trenches - Having Your Team Run Meetings
How to make your meetings more effective. https://bit.ly/3HqOQhf
Feb 7, 2022 • 32min
You Drank a Soda in a Client Meeting?!? [Episode 138]
There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn't do in client meetings. You can find show notes and more information by clicking here: https://bit.ly/3qZ3buy
Feb 2, 2022 • 12min
Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash
What you need to know about charging the right level of fees. https://bit.ly/3IIlMCm
Jan 26, 2022 • 6min
Tips from the Trenches - Value Adds On A Security Breach
A real-life story of a massive security breach—and how it was handled. https://bit.ly/3GNh99e
Jan 21, 2022 • 5min
Follow Up Friday - Asking Questions That Matter For Estate Planning
Follow-up items to focus on regarding rockstar questions. https://bit.ly/34RWEdE
Jan 19, 2022 • 8min
Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success
Tips for finding even greater success with your prospecting and onboarding process. https://bit.ly/3K8ewRu
Jan 17, 2022 • 39min
Asking Questions That Matter For Estate Planning [Episode 137]
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we're always exceeding expectations. You can find show notes and more information by clicking here: https://bit.ly/3Jfl6VN
Jan 14, 2022 • 5min
Follow Up Friday - The Godfather: Michael Kitces
Four things you need to do in order to transform your practice. https://bit.ly/3t427b7
Jan 12, 2022 • 4min
Tips from the Trenches - Facial Expressions
Learn what you need to be paying attention to in client meetings. https://bit.ly/3qPNx4m
