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 31, 2019 • 27min
Is This You? [Episode 51]
All entrepreneurs make mistakes sometimes, so today Micah and Matt are discussing what to do if you make an error in your practice. They will share examples of what they have done when they've made mistakes in the past, as well as the benefits of taking extreme ownership in those situations. You can find show notes and more information by clicking here: http://bit.ly/2r3BDJb
Oct 25, 2019 • 35min
How To Get Ready For A 3 Month Vacation [Episode 50]
There's a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that difference might be? The answer is delegation. And though delegation is challenging for many entrepreneurs, Matt and Micah are going to break down why it's necessary and how to do it well. You can find show notes and more information by clicking here: https://bit.ly/2p3OZ7q
Oct 18, 2019 • 29min
Running a Virtual Team [Episode 49]
How do you run a virtual team? Today Jamie Shilanski (Micah's sister) joins the show to share how she does such a phenomenal job managing a virtual office and how the team dynamics work when half the team is in the office and the other is spread across the country. You can find show notes and more information by clicking here: https://bit.ly/35wPbwm
Oct 11, 2019 • 31min
Surge Week - How to Add Value to Your Meetings [Episode 48]
Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly. You can find show notes and more information by clicking here: http://bit.ly/2AXDhgU
Oct 4, 2019 • 28min
Is This Marketing? [Episode 47]
Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be evaluating different marketing techniques and weighing in on their value, who has success with them, and whether or not you should be using similar tactics. You can find show notes and more information by clicking here: https://bit.ly/2nsEav1
Sep 27, 2019 • 31min
Making It Look Easy [Episode 46]
Many people look at the way others run big businesses and think, "I can do that, it looks so easy!" Is it truly that easy to start up and run your own firm? Today Micah and Matt discuss how they got to where they are in their businesses, including the hard work and mastery that goes on behind the scenes. You can find show notes and more information by clicking here: https://bit.ly/2khMrAj
Sep 20, 2019 • 28min
Family Time [Episode 45]
Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitable and efficient practice. In this episode, the guys are going to get a bit more personal and in-depth as they discuss the third tenet: spending time with your family. You can find show notes and more information by clicking here: https://bit.ly/2lGYoQf
Sep 13, 2019 • 36min
Mailbag [Episode 44]
Micah and Matt are back with another mailbag episode answering your questions! Today they share tips and tricks for building your firm and providing massive value to your clients. You can find show notes and more information by clicking here: https://bit.ly/2m6eP92
Sep 6, 2019 • 36min
Effective Delegation - with Gina Cotner [Episode 43]
As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for the important things? Today the master of delegation, Gina Cotner, joins the show to explain how to delegate tasks to your team and train your assistant to think like you. You can find show notes and more information by clicking here: https://bit.ly/2Pi4QLQ
Aug 30, 2019 • 33min
Getting Your TEAM On Board [Episode 42]
When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through important changes? Today Micah and Matt will share advice on how to address your team's fears and questions, while also sticking to your convictions. You can find show notes and more information by clicking here: https://bit.ly/2Zu3gX8
