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
Dec 7, 2020 • 19min
John Lee Dumas Interview [Episode 96]
While we, like many financial advisors, take pride in doing 30-40 surge meetings in a week, John Lee Dumas does 20 podcast interviews in one day. And that's not the only thing he does exceptionally well—John has crushed podcasting as the founder and host of the award-winning and hugely successful podcast, Entrepreneurs on Fire. You can find show notes and more information by clicking here: https://bit.ly/36hNrbu
Dec 2, 2020 • 7min
Reading Time with Jarvis - Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland
https://bit.ly/39mESiZ
Nov 25, 2020 • 6min
Tips from the Trenches - What if X Happens When I Retire?
https://bit.ly/3pWDDgf
Nov 18, 2020 • 7min
Reading Time with Jarvis - Drive by Daniel Pink
https://bit.ly/3lACWq8
Nov 16, 2020 • 28min
FPA Presentation [Episode 95]
What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today they'll be addressing this, as well as other concerns advisors are dealing with. Listen in as they share tips for more productive prospecting, how to deliver massive value through communication, and how to cut away the unnecessary time-wasters. You can find show notes and more information by clicking here: https://bit.ly/3oOcJGK
Nov 11, 2020 • 6min
Tips from the Trenches - Convincing Clients They Can Retire
https://bit.ly/2GHYr9k
Nov 9, 2020 • 31min
How Do I Start a Mastermind Group? [Episode 94]
Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details of how you can start your own mastermind group. They discuss how they have built masterminds themselves, as well as the important lessons and hurdles they've encountered along the way. You can find show notes and more information by clicking here: https://bit.ly/3oz9mmK
Nov 4, 2020 • 9min
Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes
https://bit.ly/3241G2c
Nov 2, 2020 • 32min
How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]
What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with this very situation. Listen in as the guys discuss the importance of how you set expectations with your clients and what you need to do in order to navigate more complex situations. You can find show notes and more information by clicking here: https://bit.ly/2HdsjdN
Oct 28, 2020 • 6min
Tips from the Trenches - Politics
https://bit.ly/2J77hOS
