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
Sep 17, 2021 • 4min
Follow Up Friday - It's Not Just Matt and Micah That Surge
Action items for quadrupling your income and the time you spend out of your office. https://bit.ly/3hlNTvK
Sep 15, 2021 • 6min
Reading Time with Jarvis - Nerd's Eye View by Michael Kitces
Learn about one of Matt's favorite resources for advising advice. https://bit.ly/3yPt5ml
Sep 13, 2021 • 28min
It's Not Just Matt and Micah That Surge [Episode 124]
Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to do more of what you love. Here to help Matthew and Micah dive into this topic further is Ben Brandt, the host of Retirement Starts Today Radio, co-host of the Retirement Tax Podcast, and founder of Capital City Wealth Management. You can find show notes and more information by clicking here: https://bit.ly/3ztgXZf
Sep 10, 2021 • 3min
Follow Up Friday - Is There A Wannabe Doctor On Board?
Learn why it's important to learn from people who have actually done what you want to do. https://bit.ly/3tcuimp
Sep 8, 2021 • 5min
Tips from the Trenches - The Power of One Page
Learn the value of one-page planning documents. https://bit.ly/2WGLTa3
Sep 6, 2021 • 24min
Is There A Wannabe Doctor On Board? [Episode 123]
The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others will not want to seek financial advice from someone who isn't trained and experienced. So in this episode, Micah and Matthew will be sharing how you can level up in your profession and create the most efficient processes for your team. You can find show notes and more information by clicking here: https://bit.ly/2Wqc194
Sep 1, 2021 • 6min
Reading Time with Jarvis - The Rich Barber Method by Chuka Torres
Learn how business tips from a barber apply to all entrepreneurs. https://bit.ly/3Bxixdp
Aug 25, 2021 • 5min
Tips from the Trenches - Follow The Process
How to communicate with clients about the value of following a process of success. https://bit.ly/3gkpAhd
Aug 20, 2021 • 8min
Follow Up Friday - Being The Best
When you have too much going on to do what it takes to be the best. https://bit.ly/3fRSmFz
Aug 18, 2021 • 6min
Reading Time With Jarvis - Mr. Money Mustache
Learn valuable takeaways from the Mr. Money Mustache blog. https://bit.ly/3AFjrUv
