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
Aug 16, 2021 • 26min
Being The Best [Episode 122]
Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you're delivering massive value to your clients, what mindset do you have? In this episode, Micah and Matthew will be discussing the importance of believing that you truly are the best in the business - because if you don't believe it, nobody else will either. You can find show notes and more information by clicking here: https://bit.ly/3xAE6XV
Aug 13, 2021 • 9min
Follow Up Friday - When You Make Too Many Exceptions
Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32
Aug 11, 2021 • 4min
Tips from the Trenches - Team Experience
Learn what experience you can give your employees to empower them. https://bit.ly/3yEkkfu
Aug 9, 2021 • 29min
When You Make Too Many Exceptions [Episode 121]
When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without following or creating standard processes and strategies for your team to follow, you run the risk of misdiagnosing the failures in your RIA—and creating more problems for everyone involved. So, in this episode, Matthew and Micah will be discussing the importance of evaluating the exceptions you are making in your firm so that you can avoid wasting your time, money, and resources. You can find show notes and more information by clicking here: https://bit.ly/3rSzGua
Aug 6, 2021 • 6min
Follow Up Friday - The Power Factor
What you can do today to move the needle forward in your business. https://bit.ly/3xojEJN
Aug 4, 2021 • 4min
Reading Time With Jarvis - Total Money Makeover by Dave Ramsey
Learn why Matt recommends you read this book every year. https://bit.ly/3BXroWM
Aug 2, 2021 • 22min
The Power Factor [Episode 120]
You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah and Matthew will be discussing why knowing the issues in your practice isn't enough and how to move the needle forward in your business by evaluating what works. You can find show notes and more information by clicking here: https://bit.ly/37eYOSh
Jul 28, 2021 • 6min
Tips from the Trenches - Breaking the Process
Learn the problem with not following the systems that have been put in place. https://bit.ly/3y5TT1T
Jul 23, 2021 • 5min
Follow Up Friday - How to Delegate Email
Action items for how to delegate email and reclaim your freedom. https://bit.ly/3wNVnwo
Jul 21, 2021 • 6min
Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler
Learn the importance of planning for end-of-life scenarios. https://bit.ly/3rn69sw
