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
Jan 18, 2021 • 30min
Why Am I Not Getting More Referrals? [Episode 101]
We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have a crappy marketing plan to begin with. This is one of those topics that Matt and Micah are one part excited, one part annoyed by because there are literally dozens of books and thousands of articles on how to get referrals, but very few of them are written by advisors. So in this episode, the guys are breaking down how to make the referral process feel less sleazy and more authentic. You can find show notes and more information by clicking here: https://bit.ly/35izvya
Jan 13, 2021 • 6min
Reading Time with Jarvis - Measure What Matters by John Doerr
Key takeaways from one of Matt's favorite books. https://bit.ly/2LwUare
Jan 11, 2021 • 30min
How Much Should I Be Charging? [Episode 100]
At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up for so many advisors. They also outline the key elements to deciding on the right fee structure and choosing pricing that reflects the value that you deliver. You can find show notes and more information by clicking here: https://bit.ly/38IEk50
Jan 6, 2021 • 6min
Tips from the Trenches - Gifting Money to Kids
https://bit.ly/3pJ2Gm1
Jan 4, 2021 • 33min
Should I Leave My Broker Dealer This Year? [Episode 99]
"Should I leave my broker dealer this year?" is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They discuss the experiences they have had with broker dealers, comparing the good and bad aspects of them, as well as the right way to go about leaving one if you chose to do so. You can find show notes and more information by clicking here: https://bit.ly/2IXAjAE
Dec 30, 2020 • 5min
Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray
https://bit.ly/34DuIqI
Dec 23, 2020 • 9min
Tips from the Trenches - Paying Your House off in Retirement
http://bit.ly/3hkeQ1P
Dec 16, 2020 • 6min
Reading Time with Jarvis - A Random Walk Down Wall Street by Burton Malkiel
https://bit.ly/3agueuB
Dec 14, 2020 • 30min
Professing Our Love for Kitces [Episode 97]
Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incredible insight found in recent content on the Kitces website. They talk about how you could be doing a massive disservice to your clients if you're going into meetings with a certain mindset—and how to avoid this. You can find show notes and more information by clicking here: https://bit.ly/32Sm4Ed
Dec 9, 2020 • 6min
Tips from the Trenches - Pay Raises in Retirement
https://bit.ly/2L6Ttow
