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 RIAHow To Communicate Your Value To Clients [Episode 172]
Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still having…
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Follow Up Friday - Helping Team Members Triage Client Requests
Helping your team to help you. https://bit.ly/3SgTJPx
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Worlds To Conquer - The Importance Of A Team
What young advisors need to know in order to grow their practices. https://bit.ly/3BMVMnb
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What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario
Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on…
The Perfect RIAHelping Team Members Triage Client Requests [Episode 171]
Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit down to…
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Follow Up Friday - Do I Need To Fire My Team?
Action items from this week's episodes. https://bit.ly/3RPNUbq
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Worlds To Conquer - How To Fire An Employee
The right way to terminate someone you know shouldn't be on your staff. https://bit.ly/3f1iP6k
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What Works Wednesday With Josh Raab
If you have expertise and knowledge to share beyond what you share with your clients as an advisor, writing a book has probably crossed your mind—and rightly…
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Should I Fire My Team? [Episode 170]
There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and you realize…
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Follow Up Friday - Working With Family
Recapping the pros and cons of working with family. https://bit.ly/3eDPdeM
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Worlds To Conquer - Should I Hire A Family Member?
Settling the debate over whether it's a good idea to hire family members. https://bit.ly/3QBnZCN
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What Works Wednesday With Louis Diamond
Many advisors reach a point in their careers when they wonder if the firm where they're working is the best place for them to serve their clients and find…
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Working With Family [Episode 169]
Don't hire your family members—just don't do it. Matthew and Micah jump on today to discuss the dilemma of hiring family members and why it's a bad idea 99% of…
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Follow Up Friday - Running An Effective Team When You're Out Of The Office
Action items for making sure your practice doesn't burn down when you're away. https://bit.ly/3KFzIio
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Worlds To Conquer - Adding To Your Team - Hiring and Interviewing
Tips for finding, screening, and hiring candidates. https://bit.ly/3cLcJ95
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What Works Wednesday With Brendan Frazier
As an advisor, if you don't have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning comes down to…
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Running An Effective Team When You're Out Of The Office [Episode 168]
If nothing gets done when you leave the office, is it because you don't have a rockstar—or is it because you suck as a leader? In this episode, Matthew and…
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Follow Up Friday - How Surge Works For New Relationships And Clients
Recapping this week's episodes and action items to implement right away. https://bit.ly/3PO66QR
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Worlds To Conquer - When I Surge, You Surge, We Surge
How surge works with family units and dynamics. https://bit.ly/3KltNz3
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What Works Wednesday with Aaron Walker
We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards, and so…
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How Surge Works For New Relationships And Clients [Episode 167]
If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6…
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Follow Up Friday - The Challenge! Who Delivers More Value?
Action items from this week's episodes. https://bit.ly/3pPdGjX
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Worlds To Conquer - Tips And Tricks For A Harmonious Surge
How to make surge as efficient as possible. https://bit.ly/3dLgmMk
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What Works Wednesday with Guest Jeff Rattiner
The CFP® designation has been the standard of excellence for financial planners for decades—and it's easy to see why. The highest designation in financial…
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The Challenge! Who Delivers More Value? [Episode 166]
Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are…
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Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison
The differences in how Matt and Micah run surge. https://bit.ly/3PkN18A
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Worlds To Conquer - Managing Value Adds In Surge
The importance of figuring out your value adds. https://bit.ly/3wl7kwn
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What Works Wednesday With Guest Rich Chen
When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorney you can…
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A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]
The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently…
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Follow Up Friday - Surge Meeting Mistakes
What to avoid when planning surge. https://bit.ly/3QotMfm
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Worlds To Conquer - Calendaring Surge
What to know about running surge. https://bit.ly/3Jt1eiw
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What Works Wednesday with Guests Steven Jarvis and Leila Shaver
As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the…
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Surge Meeting Mistakes [Episode 164]
If you jump headfirst into the pool of surge meetings, you're going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share…
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Follow Up Friday - Estate Planning and Fall Surge
How traveling and being out of the office is like cruise control on a car, dealbreakers, and more. https://bit.ly/3OQfWRK
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What Works Wednesday with Guest Alan Moore
Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best…
The Perfect RIAEstate Planning and Fall Surge [Episode 163]
In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully…
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Follow Up Friday - What Does Family First Mean To You?
Where advisors struggle with prioritizing business AND family. https://bit.ly/3BbrrjF
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What Works Wednesday with Guest Joe Curry
Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice…
The Perfect RIAWhat Does Family First Mean To You? [Episode 162]
Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and energy…
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Follow Up Friday - EVERYONE Charges A Premium Fee
Highlights from Monday's podcast. https://bit.ly/3RF00Eu
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What Works Wednesday with Guest Michael Henley
Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work…
The Perfect RIAEVERYONE Charges A Premium Fee [Episode 161]
Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what…
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Follow Up Friday - Kitces Office Hours Teaser
Why saying "no" is actually a good thing. https://bit.ly/3ICcA3y
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What Works Wednesday with Guest Benjamin Brandt
As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, many advisors…
The Perfect RIAKitces Office Hours Teaser [Episode 160]
Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You will hear…
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Follow Up Friday - Discount Fee - Then Discount Advisor!
Revisiting the key takeaways from Monday's episode. https://bit.ly/3bJALAH
The Perfect RIADiscount Fee - Then Discount Advisor! [Episode 159]
The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this…
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Follow Up Friday - Roth Conversions
How to stop yourself from overcomplicating things, especially when it comes to Roth conversions. https://bit.ly/3QFk8Gl
The Perfect RIATips from the Trenches - Taxes
Tips for figuring out a client's taxes. https://bit.ly/3bhIB4a
The Perfect RIARoth Conversions [Episode 158]
Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how…
The Perfect RIAFollow Up Friday - What Are You Gaining From Conferences?
Recapping the key takeaways from Monday's episode. https://bit.ly/39yhMrX
The Perfect RIAWhat Are You Gaining From Conferences? [Episode 157]
In today's episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they…
The Perfect RIAFollow Up Friday - If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks!
Diving deeper into one of the key tenants of The Perfect RIA. https://bit.ly/3NFFVvJ
The Perfect RIATips from the Trenches - Buckets In A Volatile Market
What to do when your client is retiring during a downturn in the market. https://bit.ly/3NBvedu
The Perfect RIAIf You Don't Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]
This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In this…
The Perfect RIAFollow Up Friday - Doing What Works
Action items following Monday's episode. https://bit.ly/3taLrhl
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success
The winning formula for networking. https://bit.ly/3tbZ1Bb
The Perfect RIADoing What Works [Episode 155]
Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and…
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Follow Up Friday - Stop Talking Yourself Out Of The Sale!
How the way you're talking could actually be working against you. https://bit.ly/3lOdsHN
The Perfect RIATips from the Trenches - Following Your Own Advice
The importance of looking at your own financial situation. https://bit.ly/3GkJ159