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
Oct 15, 2021 • 3min
Follow Up Friday - I'll Do It Later
Action items to close out the week. https://bit.ly/3Apf5Ag
Oct 13, 2021 • 5min
Reading Time with Jarvis - Delivering Massive Value - Chapter 9
Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p
Oct 11, 2021 • 27min
I'll Do It Later [Episode 127]
You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you're going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you're going to have to dramatically shift the way you are currently running your business. This may leave you feeling a little uncertain or uneasy, but today Matthew and Micah will be discussing the benefit of putting yourself in this situation and the steps you can take right now to do so. You can find show notes and more information by clicking here: https://bit.ly/2YsWAhp
Oct 8, 2021 • 4min
Follow Up Friday - Double Your Practice
Major action items to implement now. https://bit.ly/3iEXy0X
Oct 6, 2021 • 5min
Tips from the Trenches - Christmas in October
Why we want to think about Christmas before December. https://bit.ly/3uou24d
Oct 4, 2021 • 21min
Double Your Practice [Episode 126]
How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success. You can find show notes and more information by clicking here: https://bit.ly/3ApBrm9
Sep 29, 2021 • 6min
Reading Time with Jarvis - Deep Work by Cal Newport
Learn what damages your productivity and focus time. https://bit.ly/3hZQUC9
Sep 24, 2021 • 3min
Follow Up Friday - Team Won't Implement
Action items for the upcoming week to help your practice succeed. https://bit.ly/3tNdjHu
Sep 22, 2021 • 6min
Tips from the Trenches - Assuming on a Client Plan
Learn our steps for a successful financial planning process. https://bit.ly/3tIqEkt
Sep 20, 2021 • 24min
Team Won't Implement [Episode 125]
None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for why we can't implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients. You can find show notes and more information by clicking here: https://bit.ly/3haQqZu
