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
Mar 1, 2021 • 30min
How Do I Deliver Massive Value? [Episode 105]
If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more. You can find show notes and more information by clicking here: https://bit.ly/3puJh7G
Feb 24, 2021 • 6min
Tips from the Trenches - Fees
Get over your head trash and figure out what value you provide doing financial planning. https://bit.ly/2ZAK1xw
Feb 17, 2021 • 6min
Reading Time with Jarvis - Influence by Robert Cialdini
Learn powerful strategies for influence. https://bit.ly/2OH6GGr
Feb 15, 2021 • 37min
Why Is the Fee Conversation SO Hard!? [Episode 104]
Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop playing that game. Instead, play the value game. You can find show notes and more information by clicking here: https://bit.ly/3pQmDri
Feb 10, 2021 • 6min
Tips from the Trenches - 2nd Opinion
How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2
Feb 8, 2021 • 31min
How Long Does It Take To Create a Financial Plan? [Episode 103]
Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area. You can find show notes and more information by clicking here: https://bit.ly/3c9ADsl
Feb 3, 2021 • 9min
Tips from the Trenches - Client Email
Empower your team to answer client questions. https://bit.ly/3j2wlEE
Feb 1, 2021 • 34min
What If I Don't Want a Lifestyle Practice? [Episode 102]
There's a question Matt and Micah get more often than you might think: What do you do if you don't want a lifestyle practice? Today the guys are answering this question and diving into why it's not so much about creating a lifestyle practice as it is about creating an intentional practice that works for your life. You can find show notes and more information by clicking here: https://bit.ly/390BnhD
Jan 27, 2021 • 5min
Reading Time with Jarvis - Tools of Titans by Tim Ferriss
Key takeaways from one of Matt's favorite books. https://bit.ly/3izAcsi
Jan 20, 2021 • 9min
Tips from the Trenches - Interviewing Attorneys
Questions to ask and things to look out for when interviewing attorneys. https://bit.ly/38JhJGx
