Shows / The Perfect RIA
The Perfect RIA
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…
Episodes
The Perfect RIAWhat Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau
When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In today's…
The Perfect RIAWhy Is Playing Office Such An Evil?!? [Episode 187]
Do you think playing office means that you're at your desk playing solitaire? We all need downtime, and we all play office, but what's more important is…
The Perfect RIAFollow Up Friday - Tax Planning In 2023
What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing…
The Perfect RIAWorlds to Conquer - Goal Setting: Email And Chat
Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and does this help…
The Perfect RIAWhat Works Wednesday - Creating Systems and Processes With Cameo Roberson
As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On today's…
The Perfect RIATax Planning In 2023 [Episode 186]
Willpower is not enough! If you're familiar with this statement, then what is your plan to make 2023 your best year ever? On today's episode, Matt and Micah…
The Perfect RIAFollow Up Friday - You Are Playing Office, Here's How To Tell
How often do you find yourself saying that you're at capacity and how realistic are the numbers you associate with your practice? How do you handle challenging…
The Perfect RIAWorlds to Conquer - Goal Setting
When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On today's…
The Perfect RIAWhat Works Wednesday - Focusing On Positivity With Rich Chen
Each one of us has challenges that we face throughout our lives, and it's easy to get swept up in the negativity and head trash. On today's episode, Matt is…
The Perfect RIAYou Are Playing Office, Here's How To Tell [Episode 185]
It's easy to say and assume that you're at capacity, because what else are you doing with all your time? But if you're claiming that you're researching and…
The Perfect RIAFollow Up Friday - Was 2022 Your Best Year Ever?
When you look to your goals for the next year, are you being specific and intentional about them? As an advisor, what lessons do you focus on for the…
The Perfect RIAWorlds to Conquer - Family Offices Q&A
In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational…
The Perfect RIAWhat Works Wednesday - Leading Advisors With Dustin Corrente
How do you translate lessons that you learn into day-to-day strategies? On this What Works Wednesday, Matt is joined by Dustin Corrente, the Managing Director…
The Perfect RIAWas 2022 Your Best Year Ever? [Episode 184]
When you look back at this past year, are you questioning if you even did anything, or are you a victim of drinking your own kool-aid and celebrating…
The Perfect RIAFollow Up Friday - Surge - What If It Works?
Is your head trash what's stopping you from implementing surge and finding ways to deliver more value to your clients? If you're going to implement surge, have…
The Perfect RIAWorlds to Conquer - Growing Up In A Family Office With Lane Wild
On week three of our series of working in a family firm, Jamie is joined by her son Lane Wild as he shares what it's like to be the grandchild of the founder…
The Perfect RIAWhat Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace
Making changes within your practice can be a difficult decision to make, especially when that involves bringing in a partner or making the leap to implement…
The Perfect RIASurge - What If It Works? [Episode 183]
We all have the same 24 hours in a day, but what sets up the good from the great is how that time is used. This is where surge meetings come into play and give…
The Perfect RIAFollow Up Friday - Why Are Value Adds Amazing?!
If you aren't yet implementing value adds, you're missing an opportunity to help your clients achieve their goals. But it's important to make sure that when…
The Perfect RIAWorlds to Conquer - Family Offices: An Interview With Floyd Shilanski
Hire family or don't hire family? This might depend on who you're asking. In the second part of this series, Jamie is joined by her father, the legendary Floyd…
The Perfect RIAWhat Works Wednesday - Small Business Planning With Steven Jarvis, CPA
When discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they're solving for? Micah is joined on…
The Perfect RIAWhy Are Value Adds Amazing?! [Episode 182]
Value adds aren't a catchphrase; they're a way to provide specific, actionable advice to clients. But as with anything you choose to implement in your office…
The Perfect RIAFollow Up Friday - Value Adds: Buckets and Guardrails
When the markets are down, are you discussing investments and portfolios, or are you providing clients with a simplified report so they understand that…
The Perfect RIAWorlds to Conquer - Family Offices
When you hear that an advisor works for their parent, does that immediately conjure an idea that the advisor doesn't necessarily deserve to be in their role…
The Perfect RIAWhat Works Wednesday - Creating Habits With Lindsay Picone
Have you thought about the impact of using the word 'should' and is it has a positive or negative meaning? On this What Works Wednesday, Matt is joined by…
The Perfect RIAValue Adds: Buckets and Guardrails [Episode 181]
When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with information on items that…
The Perfect RIAFollow Up Friday - When Value Adds Go Wrong
When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process could go…
The Perfect RIAWorlds to Conquer - Training Your Team
When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your…
The Perfect RIAWhat Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty
If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is…
The Perfect RIAWhen Value Adds Go Wrong [Episode 180]
At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next…
The Perfect RIAFollow Up Friday - The Retirement Income Timeline
Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your…
The Perfect RIAWorlds to Conquer - Helping Team Members Set Priorities
Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how to handle those situations…
The Perfect RIAWhat Works Wednesday - Working With International Clients With Ashley Murphy
Having a focus and niche in your practice, to the point where your niche immediately triggers your name with someone, is fabulous. But just because you have a…
The Perfect RIAThe Retirement Income Timeline [Episode 179]
When a client is getting close to retirement, how confident do they feel, and are they mentally spending money that they may not actually see? Matt and Micah…
The Perfect RIAFollow Up Friday - TPR Live Event Recap
Have you gone through the practice analyzer to take a deep dive into your practice to see where you're spending your time and energy? Have you thought about…
The Perfect RIAWorlds to Conquer - Career Pathways
Most employees leave their current employer because they feel there isn't any place for them to go. What if you create an environment where your employees…
The Perfect RIAWhat Works Wednesday - Financial Literacy with Daniele Beasley
On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and…
The Perfect RIATPR Live Event Recap [Episode 178]
What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recent TPR…
The Perfect RIAFollow Up Friday - Why Don't You Graduate Clients?
Do you have your line in the sand that you know you won't cross with your clients? What happens if they cross that line or if they don't take your advice? Have…
The Perfect RIAWorlds To Conquer - Who Are Your Prospects?
What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospecting and how to…
The Perfect RIAWhat Works Wednesday - Planning For Aging Clients With Lisa Mayfield
How do you talk with your aging clients about planning for future care or for a change in their health? On today's What Works Wednesday, Matthew is joined by…
The Perfect RIAWhy Don't You Graduate Clients? [Episode 177]
When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of dealbreakers…
The Perfect RIAFollow Up Friday - What Is A Lifestyle Practice?
Are you guilty of spending hours in the office, just to be there? Or are you being hyper intentional about your time so you can deliver massive value and move…
The Perfect RIAWorlds To Conquer - Dealing With Head Trash
Are you afraid that you're going to lose all your clients and income once you implement something new? Everyone has doubts and insecurities but there are ways…
The Perfect RIAWhat Works Wednesday - Business Planning with Scott Rusnak
Designing your life and your business is something that everyone should focus on. However, sometimes it's hard to find in yourself what you need to do or how…
The Perfect RIAWhat Is A Lifestyle Practice? [Episode 176]
A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a smaller…
The Perfect RIAFollow Up Friday - Delegation: When It Works And When It Doesn't
Do you realize that you're already delegating the majority of items in your life? Have you paid attention to how you're talking to your clients by replacing…
The Perfect RIAWorlds To Conquer - Client Onboarding: Referrals
If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives…
The Perfect RIAWhat Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick
Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick from Income…
The Perfect RIADelegation: When It Works And When It Doesn't [Episode 175]
It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn't always go as planned. At first glance, delegating a task…
The Perfect RIAFollow Up Friday - Your Client Onboarding Process
Key takeaways from this week's episodes. Having systems in place that deliver massive value to your new, and current clients, and creating processes where none…
- The Perfect RIA
Worlds To Conquer - Client Onboarding - Creating A Solid Foundation
Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first…
The Perfect RIAYour Client Onboarding Process [Episode 174]
Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, instead, you…
- The Perfect RIA
Follow Up Friday - What Do You Do Once The Prospect Says 'Yes!'?
What you need to know about onboarding. https://bit.ly/3Veoiac
- The Perfect RIA
Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide
What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more. https://bit.ly/3edEwzN
- The Perfect RIA
What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales
If you are an investor wanting to avoid the larger wirehouses, you are probably in the market for an independent financial planner or advisor who doesn't work…
The Perfect RIAWhat Do You Do Once The Prospect Says 'Yes!'? [Episode 173]
Your prospect just said 'yes'—now what? Don't panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend…
- The Perfect RIA
Follow Up Friday - How To Communicate Your Value To Clients
Key takeaways from this week's episodes. https://bit.ly/3y8PYn5
- The Perfect RIA
Worlds To Conquer - New Client Onboarding - Setting Expectations
Beginning a month-long series all about onboarding brand new clients. https://bit.ly/3E9Sg9k
- The Perfect RIA
What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte
Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time…