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
Mar 27, 2020 • 37min
Head Trash with Coach Joe Lukacs [Episode 71]
This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you're in a good headspace that will allow you to effectively help your family, business, and clients through difficult times. Whether you're an advisor who has been through a recession before or this is your first rodeo, you'll gain some great insights and tips on how to handle unexpected challenges. You can find show notes and more information by clicking here: https://bit.ly/33NSDT0
Mar 20, 2020 • 27min
Lessons from the Slopes [Episode 70]
Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. For a few years now, they have been hosting a mastermind session with a core group to break through mental barriers and create extreme accountability. There was so much value they were able to bring out of the experience that they're bringing it to the podcast for you to benefit from as well. You can find show notes and more information by clicking here: https://bit.ly/2TwJ99V
Mar 13, 2020 • 26min
Corona Virus [Episode 69]
When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them feel comfortable with the plans we have set in place for their financial goals? Today Micah and Matthew are talking about global pandemics and sharing tips on how to properly address panic with your clients. You can find show notes and more information by clicking here: https://bit.ly/2VUtUud
Mar 6, 2020 • 30min
Team Work Makes the Dream Work [Episode 68]
Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen from Q2 consulting is taking the place of Micah this episode because she has some really helpful insight on building great teams. Matthew and Colleen discuss how business owners should work and particularly how to work with your team. You can find show notes and more information by clicking here: https://bit.ly/32mBezX
Feb 21, 2020 • 31min
Getting the First Appointment - Part 2 [Episode 67]
Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's episode will be continuing where they left off. The guys will discuss what should be happening in that first meeting and what to do after you have vetted a potential client enough to know they are a solid prospect. You can find show notes and more information by clicking here: https://bit.ly/2SFIsvR
Feb 14, 2020 • 35min
Getting Past the First Prospect Meeting [Episode 66]
Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways you can set yourself up to receive only the people you can truly serve well. You will also find out what they do personally to vet clients and get through the first prospect meeting with clarity and purpose. You can find show notes and more information by clicking here: https://bit.ly/37lVrqu
Feb 7, 2020 • 30min
Real Estate and the Secure Act [Episode 65]
Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a simple solution that helps everyone make the best, informed decision on whether or not to go forward with the property rental, and they'll shed light on what you need to know about the Secure Act. You can find show notes and more information by clicking here: https://bit.ly/2GVl72k
Jan 31, 2020 • 27min
RMD Value Adds [Episode 64]
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value. You can find show notes and more information by clicking here: https://bit.ly/2tSqkoO
Jan 24, 2020 • 28min
Million Dollar Ideas Are Worthless [Episode 63]
Advisors get stuck on great ideas all the time. What's so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar" ideas are worthless and how to dial into what really matters: implementation. You can find show notes and more information by clicking here: https://bit.ly/375KFFn
Jan 17, 2020 • 26min
Beating The Markets [Episode 62]
Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and "outperforming" the markets. They'll share how you can be prepared for conversations about investments and how to handle it when clients have doubts. You can find show notes and more information by clicking here: https://bit.ly/2FFfUeD
