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
Sep 9, 2020 • 6min
Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning
https://bit.ly/31pOVPV
Sep 7, 2020 • 31min
How Do I Fire A Client? [Episode 88]
We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So today Matt and Micah are discussing how and when to "fire" a client. They'll cover everything from the reasons why advisors struggle to give up clients to various techniques for making a clean cut. You can find show notes and more information by clicking here: https://bit.ly/3kLeqTk
Aug 19, 2020 • 6min
Tips from the Trenches - PPP
https://bit.ly/3axvI1n
Aug 17, 2020 • 32min
What Are My Prospects Thinking About… [Episode 87]
One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear or unrealistic predictions being made by our prospects. So today Matt and Micah are sharing their tips for managing expectations so that when your prospect walks in the meeting room, they know the massive value they are about to receive. You can find show notes and more information by clicking here: https://bit.ly/33b52lD
Aug 12, 2020 • 4min
Tips from the Trenches - Making Assumptions
https://bit.ly/2DI9jlY
Aug 10, 2020 • 35min
Am I A Good Enough Advisor? [Episode 86]
Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities firmly in place in order to succeed. By intentionally using your focus and your energy in certain ways, you will be able to set the bar higher and deliver that massive value to your clients. You can find show notes and more information by clicking here: https://bit.ly/3jCPcWG
Aug 3, 2020 • 31min
I Screwed Up. Now What? [Episode 85]
Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you've probably made your fair share. And the truth is, how you handle your mistakes says a lot more about you as a person and a professional than your mistakes do. So in this episode, Matt and Micah discuss how to embrace your mistakes—and become better because of them. You can find show notes and more information by clicking here: https://bit.ly/30AAIOd
Jul 17, 2020 • 30min
5 Delegation Mistakes [Episode 84]
What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could successfully have surge meetings without delegation? Today Matt and Micah are breaking down some of the most common misconceptions about delegation, as well as the top five mistakes advisors make in this area. You can find show notes and more information by clicking here: https://bit.ly/32ealjA
Jul 10, 2020 • 33min
Is Lifestyle Code for Lazy? [Episode 83]
In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it's easy to get defensive, a better idea is to sit down and chat about the difference between what Micah and Matthew consider a lifestyle practice and this other kind of practice that actually is a lazy practice. It's an important thing to think about so we can make sure we are evaluating our practices and goals fairly. You can find show notes and more information by clicking here: https://bit.ly/2VIMUuR
Jul 3, 2020 • 50min
Taxes Part 2 [Episode 82]
Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and explain why it is so important to be able to articulate taxes to your clients in a way that they understand. You can find show notes and more information by clicking here: https://bit.ly/3gha2IL
