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
May 17, 2021 • 30min
I'm Done With Surge...Now What? [Episode 113]
When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule trips right after surge and why those trips are key to helping make an important transition and provide structure. From celebrating with your team to heading into project mode, finding inspiration and taking time with family, the guys have a ton of great advice and insight for you. You can find show notes and more information by clicking here: https://bit.ly/3nQtW25
May 14, 2021 • 7min
Weekly Wrap Up - Why Advisors Fail
Learn why advisors fail and the importance of following a success process. https://bit.ly/33BktTd
May 12, 2021 • 5min
Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate
Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC
May 10, 2021 • 30min
Why Advisors Fail [Episode 112]
In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. You can find show notes and more information by clicking HERE
May 5, 2021 • 5min
Tips from the Trenches - Prospect Process
Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm
May 3, 2021 • 24min
It's Just An Email [Episode 111]
When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this episode, Matthew and Micah explain the importance of having one main focus for every point of communication and why there is always room for improvement. You can find show notes and more information by clicking here: https://bit.ly/3dUOrpS
Apr 28, 2021 • 6min
Reading Time With Jarvis - The War of Art by Steven Pressfield
Matt shares how to avoid procrastination and the importance of working towards your goals. https://bit.ly/2QwYfyF
Apr 21, 2021 • 6min
Tips from the Trenches - When the Sales Process Goes Wrong
Learn how to avoid making mistakes that will ruin your chances with a prospective client. https://bit.ly/32tmAYE
Apr 19, 2021 • 37min
Finding Good Talent with Yosef Colish [Episode 110]
Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader in the Wealth and Investment Management Division. With over 15 years of experience, he specializes in attracting and retaining the top-performing talent in the industry for single-family and multi-family offices and RIAs. You can find show notes and more information by clicking here: https://bit.ly/3sS4Ph9
Apr 14, 2021 • 7min
Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport
Matt shares important takeaways from a book he wishes he'd read early in his career. https://bit.ly/2QhjdB4
