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
Aug 23, 2019 • 35min
Massive Value - Fees [Episode 41]
Today Micah and Matt are breaking down fees and how much you should be charging your clients. While there is no perfect way to set a fee and no ideal structure for every firm, the guys will teach you how to be confident in the value you are providing for your clients. You can find show notes and more information by clicking here: https://bit.ly/2TPkBbO
Aug 16, 2019 • 29min
Networking: The Good, The Bad, The Ugly [Episode 40]
There's a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain bad. So in this episode, Matt and Micah will help you sift through the tips that are totally off-base and find where networking can be a powerful marketing tool. You can find show notes and more information by clicking here: https://bit.ly/2OVMY9k
Aug 9, 2019 • 32min
Mailbag [Episode 39]
Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure you still have time to do the things you love. They will be answering those questions and plenty more in today's mailbag episode. You can find show notes and more information by clicking here: http://bit.ly/2YGbnzo
Aug 2, 2019 • 32min
Bad Ideas [Episode 38]
Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when something seems like a bad idea? In this episode, Matt and Micah break down how to use caution and strategy to help lead clients to a good decision that fits with their goals—without shooting down their ideas right away. You can find show notes and more information by clicking here: https://bit.ly/2Ysv1Tt
Jul 26, 2019 • 27min
Compliance [Episode 37]
Although many people complain about compliance and see it as a burden, this episode is all about changing your attitude so you start to see it as an opportunity. Compliance and audits exist to get the bad guys out of the market, so as long as you're not one of those bad guys, Matt and Micah have some great tips and insight into how you can prepare, communicate, and stay ahead of the game. You can find show notes and more information by clicking here: https://bit.ly/2xZ01eZ
Jul 19, 2019 • 34min
Mid Quarter Review [Episode 36]
Today Matt and Micah discuss the importance of tracking your numbers. While doing his mid-year review, Matt found that he had come in lower in hours than he expected, which got the guys thinking about the value of owning where you have slacked off or messed up in order to improve and get back on track with your goals. You can find show notes and more information by clicking here: https://bit.ly/2XBWB1e
Jul 12, 2019 • 37min
Staffing - How to Hire the RIGHT Person [Episode 35]
How do you know if it's time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your team instead of just being an unnecessary extra expense? Today Matt and Micah discuss staffing and how to hire the right person for your business. You can find show notes and more information by clicking here: http://bit.ly/2Ja7sqf
Jul 5, 2019 • 35min
Ground Zero Prospecting [Episode 34]
It can be really hard to know where to begin when you're building your practice from the ground up, so today's episode covers the basics on how to start your practice from scratch. Matt and Micah dive into the key pieces that will make a big difference in how well you do from the beginning so you get up on your feet faster. You can find show notes and more information by clicking here: https://bit.ly/31V8QnI
Jun 28, 2019 • 33min
Mailbag [Episode 33]
This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things from their different strategies to the policies they have in place. You can find show notes and more information by clicking here: http://bit.ly/2XdBH7p
Jun 21, 2019 • 35min
Marketing Mistakes & How to Avoid Them [Episode 32]
If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they went wrong and what they learned in order to give you the insight and guidelines you need to avoid making these same mistakes in your own practice. Listen in to hear some of their biggest marketing flops and what they could've—and probably should've—done differently. You'll also get to hear some of the successful marketing choices they have made that will make it easier for you to gauge and ensure success for yourself. You can find show notes and more information by clicking here: https://bit.ly/2Z9GwMd
