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
Nov 10, 2021 • 10min
Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis
Hear a snippet from Matthew's book, Delivering Massive Value. https://bit.ly/3jZG2oX
Nov 8, 2021 • 28min
What Did You Read This Month? [Episode 130]
When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matthew and Micah will be discussing the importance of a Personal Development Budget and how to incorporate more impactful information consumption into your workweek. You can find show notes and more information by clicking here: https://bit.ly/3beKU4A
Nov 5, 2021 • 4min
Follow Up Friday - Client Graduation
Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG
Nov 3, 2021 • 5min
Tips from the Trenches - Team Training
Important considerations for keeping your team at the top of their game. https://bit.ly/2ZsUfDi
Nov 1, 2021 • 30min
Client Graduation [Episode 129]
The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met. You can find show notes and more information by clicking here: https://bit.ly/3aEmWje
Oct 27, 2021 • 7min
Reading Time with Jarvis - The Bet by Paul Sabin
Get key takeaways from one of Matthew's favorite books. https://bit.ly/2ZbXdwk
Oct 22, 2021 • 4min
Follow Up Friday - How Do I Get Referrals From CPAs?
What you can do today to put yourself in a better position in regards to tax planning. https://bit.ly/3j6iONy
Oct 20, 2021 • 8min
Tips from the Trenches - Holding Your Value
How to stick to your guns when it comes to charging what you're worth. https://bit.ly/3BGGwqH
Oct 18, 2021 • 27min
How Do I Get Referrals From CPAs? [Episode 128]
Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU
Oct 15, 2021 • 3min
Follow Up Friday - I'll Do It Later
Action items to close out the week. https://bit.ly/3Apf5Ag
