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
Jan 10, 2020 • 25min
Distributions While Out of Office [Episode 61]
When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharing the answer. You can find show notes and more information by clicking here: https://bit.ly/2FlZZBN
Jan 3, 2020 • 26min
It's A New Year [Episode 60]
As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to make it happen. You can find show notes and more information by clicking HERE
Dec 27, 2019 • 28min
Increasing Massive Value [Episode 59]
Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help your clients achieve their goals? Matt and Micah break it down in today's episode. You can find show notes and more information by clicking here: https://bit.ly/2rfx6Un
Dec 20, 2019 • 28min
How to Choose a Coaching Program [Episode 58]
Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing their opinions on this subject and describing the things you need to be looking at to find the perfect program for you and your firm. You can find show notes and more information by clicking here: http://bit.ly/2qQtRCD
Dec 13, 2019 • 32min
Managing Distractions [Episode 57]
The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today, Matt and Micah will be working through common distractions and ways to handle them to help you ensure you're making the most of your day. You can find show notes and more information by clicking here: https://bit.ly/2qop8aS
Dec 6, 2019 • 32min
Business Planning [Episode 56]
As 2020 approaches, it's important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. You can find show notes and more information by clicking here: https://bit.ly/366w7on
Nov 29, 2019 • 28min
Measure the Real Stuff [Episode 55]
As the new year approaches, it's easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn't. In short, they're sharing how to evaluate properly by making sure you measure the right stuff. You can find show notes and more information by clicking here: https://bit.ly/2QOuas5
Nov 22, 2019 • 49min
Do I Need A Coach? [Episode 54]
Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to find the perfect work-life balance so they can leave work with more energy than when they arrived, and he's here to break down how you can do the same. You can find show notes and more information by clicking here: http://bit.ly/2O41pWB
Nov 15, 2019 • 29min
Working On Your Business, In Your Business, and With Your Business [Episode 53]
Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in your business? Today Matt and Micah will explain the distinction between the two, as well as what it means to be "playing office." You can find show notes and more information by clicking here: https://bit.ly/2rjviZZ
Nov 8, 2019 • 32min
Massive Value - Investments [Episode 52]
A lot of advisors see investments as a sore spot in their practices, but it doesn't have to be that way. Today Micah and Matt are going to talk about how to use investments to deliver massive value to your clients and how to ensure your clients feel confident as you help them achieve their goals. You can find show notes and more information by clicking here: https://bit.ly/2p7578m
