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
Jun 19, 2020 • 34min
The Rosetta Stone to Delivering Massive Value [Episode 81]
Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients. You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj
Jun 12, 2020 • 30min
Go To Work Naked [Episode 80]
We've all heard the phrase "dressing for success," but do you really believe that how you dress matters? If your answer is no—or if you're on the fence—then you need to listen to this episode and find out why the way you dress can have a huge effect on your success. You can find show notes and more information by clicking here: https://bit.ly/2M9dVSZ
Jun 5, 2020 • 35min
With Guest John Barron [Episode 79]
Hearing rejection time and time again can be a soul-crushing experience. In today's episode, business coach John Barron stops by to share his approach to the sales process that will have you never again questioning whether you're likable or trustworthy—and have you closing more sales. You can find show notes and more information by clicking here: https://bit.ly/2ZqIEmq
May 22, 2020 • 30min
I HATE Matt & Micah [Episode 78]
When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today Micah and Matthew are discussing jealousy and how to overcome this mental block so that you can achieve the success you deserve. You can find show notes and more information by clicking here: https://bit.ly/2T6JhNN
May 15, 2020 • 32min
Surge Meetings [Episode 77]
Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and today they explain their reasoning behind their response to this query, as well as why there is always a good reason to switch to surge. You can find show notes and more information by clicking here: https://bit.ly/2SSx0wx
May 8, 2020 • 27min
LTC Planning [Episode 76]
Today's topic is one that can be a bit of a hot button, but it's something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit down to chat about how you can really help your clients when it comes to making the right long-term care decisions well before it becomes necessary, as well as how to mitigate the risks of retirement and guide clients through the maze of long-term care planning and insurance. You can find show notes and more information by clicking here: https://bit.ly/2SrtRTW
May 1, 2020 • 26min
Fee Compression My ________ [Episode 75]
There's a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired up about this thing called fee compression and how giving valuable advice seems to have gone out the window, so today they're talking about why many people are focusing on the wrong issues and what to focus on instead. You can find show notes and more information by clicking here: https://bit.ly/2Kz56AT
Apr 17, 2020 • 30min
When YOU Haven't Demonstrated Value [Episode 74]
Sitting down with a potential client who is reluctant or doesn't see your value from the start is something that can mess with you if you don't have a plan. So today Matt and Micah will be answering a question they got on this subject and breaking down how to address a situation like this, including how to demonstrate value and ask the right questions. You can find show notes and more information by clicking here: https://bit.ly/2VypE1J
Apr 10, 2020 • 29min
Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to communicate with your clients about their "war chests" throughout the good times and even now, during the current crisis. You can find show notes and more information by clicking here: https://bit.ly/2UUeNAb
Apr 3, 2020 • 30min
Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]
Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podcast, Benjamin inspires people to be financially independent and properly prepared to retire. Today he joins this podcast to discuss his background and how he started his incredibly successful show. You can find show notes and more information by clicking here: https://bit.ly/2W9B26f
