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
Dec 13, 2021 • 25min
How To Break Your Fee Process [Episode 133]
Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for learning opportunities to ensure they have the best processes available in place. So, in this episode, they will be discussing the importance of owning up to and learning from your mistakes, as well as a recent issue Matthew faced with a fee increase - and how he resolved it. You can find show notes and more information by clicking here: https://bit.ly/3xn6TAY
Dec 10, 2021 • 5min
Follow Up Friday - Which Coaching Program Should I Join?
Four action items to get you on the right track with personal development. https://bit.ly/3ElVZOr
Dec 8, 2021 • 5min
Tips from the Trenches - Performance
How to make sure you're giving it your all in every meeting—even during surge. https://bit.ly/3Ed9fVj
Dec 6, 2021 • 32min
Which Coaching Program Should I Join? [Episode 132]
Matthew and Micah have spoken in depth about surrounding yourself with and learning from people who are at a point in their career that you want to get to, and signing up for a coaching program can be an essential step in this process. However, with so many coaching programs available, how can you be sure you're choosing one that is right for your needs? In this episode, the guys will be sharing their best advice for choosing the right training for you. You can find show notes and more information by clicking here: https://bit.ly/3oHlrHH
Dec 1, 2021 • 11min
Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis
Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches. https://bit.ly/3oYjzKq
Nov 24, 2021 • 11min
Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis
Learn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF
Nov 19, 2021 • 5min
Follow Up Friday - Surge Meetings Can't Work
Action items to help you implement surge meetings. https://bit.ly/3qxMho8
Nov 17, 2021 • 9min
Tips from the Trenches - To Delegate or Not To Delegate
How to balance delegating tasks with doing the work that YOU need to be doing. https://bit.ly/3C3WJ8W
Nov 15, 2021 • 33min
Surge Meetings Can't Work [Episode 131]
If you're like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you've heard of surge meetings but don't think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be discussing how to get over that way of thinking so you can implement this practice and create more time in your life for the things you actually want. You can find show notes and more information by clicking here: https://bit.ly/3EhLWcO
Nov 12, 2021 • 4min
Follow Up Friday - What Did You Read This Month?
Action items for staying on top of your personal development. https://bit.ly/3qeeQqn
