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
Oct 21, 2020 • 5min
Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss
https://bit.ly/33Beaj7
Oct 19, 2020 • 31min
When Clients Don't Transfer Assets [Episode 92]
Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you're really doing is compromising your values. So today, Matt and Micah are discussing why you cannot get caught up in compromising certain things that are actually bringing value to your clients. You will hear them discuss the importance of managing all assets together, as well as how to navigate these tricky conversations with your clients. You can find show notes and more information by clicking here: https://bit.ly/3ilaPJb
Oct 14, 2020 • 5min
Reading Time with Jarvis - Love and Logic for Advisors
https://bit.ly/33hmIvy
Oct 12, 2020 • 38min
Implementing Surge Meetings with Taylor Schulte
Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now owns his own practice, and he's here to share how he turned his business around through creating processes, hiring a team, and implementing surge meetings. You can find show notes and more information by clicking here: https://bit.ly/32TMmWI
Oct 7, 2020 • 8min
Tips from the Trenches - Guided Discovery
https://bit.ly/3mQI4ro
Oct 5, 2020 • 33min
Why Isn't This Working? [Episode 91]
Very often, it takes failure to learn the necessary lessons—and multiple no's to reach the right yes. Micah and Matthew have both gone through their fair share of failures before achieving success, and in this episode, they are going to outline the key to succeeding in something new and share why it's so important to keep moving forward despite what may seem like a failure. You can find show notes and more information by clicking here: https://bit.ly/3iu9osD
Sep 23, 2020 • 7min
Reading Time with Jarvis - Lessons from Jocko
https://bit.ly/2R9v5Ct
Sep 21, 2020 • 26min
When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]
After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn't waste his time. So in this episode, the guys will be unpacking how this impacted Matt and his future, as well as what you can do to actually improve your practice rather than just play office. You can find show notes and more information by clicking here: https://bit.ly/2EFN9kQ
Sep 16, 2020 • 5min
Tips from the Trenches - Work Life Balance
https://bit.ly/3hHrRB0
Sep 14, 2020 • 31min
Am I Charging Too Much?!? [Episode 89]
What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit down and discuss this exact issue. You or other advisors around you may have a specific number in mind when thinking of what is appropriate to charge for your services, but in this episode, you will hear why it's not about the price—and what you should be focusing on instead. You can find show notes and more information by clicking here: https://bit.ly/3lhDCRM
