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
Jun 18, 2021 • 8min
Follow Up Friday - Prospect Lessons from 2021
Figuring out your success formula for articulating your value to prospective clients. https://bit.ly/3cRmQWP
Jun 16, 2021 • 6min
Wisdom Wednesday - DMV on Identity Theft
How to deliver massive value to a client whose identity has been stolen. https://bit.ly/2TCGz5G
Jun 14, 2021 • 33min
Prospect Lessons from 2021 [Episode 115]
Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success. You can find show notes and more information by clicking here: https://bit.ly/3g9ik6S
Jun 11, 2021 • 9min
Weekly Wrap Up - Head Trash
Learn the keys to getting out of your own way to reach success. https://bit.ly/3zcptfC
Jun 9, 2021 • 4min
Reading Time With Jarvis - Skin in the Game by Nassim Taleb
Learn about the importance of only taking advice from people who have "skin in the game." https://bit.ly/2S7skoJ
Jun 7, 2021 • 28min
Head Trash [Episode 114]
Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subject of head trash and the importance of doing things you absolutely love. You will hear them discuss their own head trash, why it's something that persists, and what's necessary to not let it get in the way of success. You can find show notes and more information by clicking here: https://bit.ly/3umSRw5
Jun 2, 2021 • 4min
Tips from the Trenches - Conference Room Mistakes
Learn why every little thing can help - or hurt - your business. https://bit.ly/3hGT6zn
May 26, 2021 • 4min
Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis
Learn about the ins and outs of social security. https://bit.ly/3nXXk6x
May 21, 2021 • 8min
Weekly Wrap Up - I'm Done with Surge...Now What?
Learn about the importance of having fun and leaving time for your family. https://bit.ly/3uKChaa
May 19, 2021 • 7min
Tips from the Trenches - The Dishwasher Rule
How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z
