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
Jul 19, 2021 • 32min
How to Delegate Email [Episode 119]
There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm owners, that amount of time spent on emails is simply not possible. So, in this episode, Matt and Micah will be discussing how to create communication standards with your clients in order to create boundaries and set expectations for you and your team. You can find show notes and more information by clicking here: https://bit.ly/3xJugEb
Jul 14, 2021 • 4min
Tips from the Trenches - Check-in Time When We're Gone
Learn how to put systems in place to give you more free time. https://bit.ly/3hVe63J
Jul 12, 2021 • 28min
Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]
There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you supposed to know which benchmarks to follow for your specific business? In this episode, Micah and Matthew disclose their thoughts around industry studies, sharing the four TPR Power Factors and how you can implement them into your RIA today. You can find show notes and more information by clicking here: https://bit.ly/3dYE4lI
Jul 9, 2021 • 17min
Follow Up Friday - What Happens When You Make A Mistake
Lessons learned from a recent TPR mistake. https://bit.ly/3e024Vz
Jul 7, 2021 • 5min
Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell
Learn what really puts top performers across industries ahead of everyone else. https://bit.ly/36qoCuh
Jul 5, 2021 • 30min
Mid-Year Review [Episode 117]
The second half of the year won't be any better than the first half of the year if you're doing the same thing. That's why Matt and Micah always make sure to do a mid-year review in order to check in with how things are going and fix anything that might need to be improved before the year is over. In this episode, they share best practices when reviewing mid-year, what to look into most, and how to move forward with energy and focus into the second part of the year. You can find show notes and more information by clicking here: https://bit.ly/3gGatPG
Jun 30, 2021 • 7min
Tips from the Trenches - Head Trash
An example of how to add massive value—even while on vacation. https://bit.ly/2UGJUBn
Jun 25, 2021 • 9min
Follow Up Friday - What Happens When You Don't Know The Answer?
How to respond when clients ask questions and you don't know the answer. https://bit.ly/3xM36My
Jun 23, 2021 • 6min
Reading Time With Jarvis - Hell Yeah or No by Derek Sivers
Learn what to consider when looking at opportunities and making decisions. https://bit.ly/3gMZEdq
Jun 21, 2021 • 31min
What Happens When You Don't Know The Answer? [Episode 116]
Giving a back-of-the-napkin answer when a client throws out a question you're unsure about can be a dangerous game to play. In this episode, Matt and Micah share how they tackle questions they're not 100% sure about and offer some great insight into how you can maintain credibility—even when you're unsure—so your answers don't backfire on you. You can find show notes and more information by clicking here: https://bit.ly/3iHm02O
