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
Apr 12, 2021 • 30min
The "Perfect" Way to Rollover a 401(k) [Episode 109]
Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach this, including the "right" and "wrong" ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a rollover. You can find show notes and more information by clicking here: https://bit.ly/3rdkQfK
Apr 7, 2021 • 7min
Tips from the Trenches - Buckets
Learn why you must communicate your allocation strategy to your clients. https://bit.ly/39AU8bb
Apr 5, 2021 • 32min
The Right Size Financial Plan [Episode 108]
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand. You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi
Mar 31, 2021 • 6min
Reading Time with Jarvis - Solve for Happy by Mo Gawdat
Learn key takeaways from one of the most powerful books Matt has read in the last five years. https://bit.ly/3cmr2y3
Mar 24, 2021 • 7min
Tips from the Trenches - Delivering Massive Value
Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7
Mar 17, 2021 • 6min
Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller
Learn how to handle having employees who aren't a good fit for your company. http://bit.ly/3rMNTIu
Mar 15, 2021 • 30min
How Long Does it Take You to Create a Tax Plan? [Episode 107]
It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn't be overlooked. You can find show notes and more information by clicking here: https://bit.ly/3qixBpc
Mar 10, 2021 • 8min
Tips from the Trenches - Clients' Kids' Accounts
Learn why it's not always a good idea to bring on clients' family members. https://bit.ly/3qkZDjG
Mar 8, 2021 • 29min
Why Do You Complain vs Improve? [Episode 106]
When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that same level of success? In this episode, Matt and Micah discuss how to take extreme ownership of situations so that instead of feeling angry or belittled, you feel empowered to learn from the people around you. You can find show notes and more information by clicking here: https://bit.ly/37KM3jg
Mar 3, 2021 • 6min
Reading Time with Jarvis - Never Split the Difference by Chris Voss
Discover powerful negotiation strategies. https://bit.ly/3r2E0Ww
