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
Jan 10, 2022 • 43min
The Godfather: Michael Kitces [Episode 136]
Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting—just to name a few. In this episode, Michael and Matthew discuss their advice for building a sustainable and sizeable practice, including what mindset you need to have to make this model work. You can find show notes and more information by clicking here: https://bit.ly/33Rqizc
Jan 7, 2022 • 6min
Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$
Action items for streamlining your process and delivering the same massive value in less time. https://bit.ly/3mNRHsr
Jan 5, 2022 • 11min
Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client
How to avoid wasting your client's time—and your own. https://bit.ly/3eCXbl3
Jan 3, 2022 • 26min
It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]
Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much on something that isn't productive or thought-out, it may actually end up hindering your growth and prosperity. So, in this episode, Matthew and Micah will be explaining how much time certain tasks should take so that you can increase the value you are bringing to your clients, your employees, and your practice. You can find show notes and more information by clicking here: https://bit.ly/33ya9hP
Dec 29, 2021 • 4min
Tips from the Trenches - Getting Rona During Surge
How to make sure you're a top performer—no matter what. https://bit.ly/3Ejeq5C
Dec 24, 2021 • 4min
Follow Up Friday - But I'm At Capacity
How to get out of the victim mindset. https://bit.ly/3mb6JIo
Dec 22, 2021 • 9min
Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little
Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it. https://bit.ly/3sdjMga
Dec 20, 2021 • 22min
But I'm At Capacity [Episode 134]
How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at capacity and that there is no possible way you could take on more clients, then you're never going to grow your business. So, in this episode, Micah and Matthew will be sharing how to clear out that head trash so you can reach your full potential within the industry. You can find show notes and more information by clicking here: https://bit.ly/31Qeoo6
Dec 17, 2021 • 4min
Follow Up Friday - How To Break Your Fee Process
Action items for raising your fees. https://bit.ly/3EMvqC6
Dec 15, 2021 • 6min
Tips from the Trenches - Asset Transfers with Value
What you need to know about communicating with clients regarding asset transfers. https://bit.ly/3GqpCyJ
