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 RIAStop Talking Yourself Out Of The Sale! [Episode 154]
It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust…
- The Perfect RIA
Follow Up Friday - How Did I Lose $50,000 This Month!?!
The importance of clear communication with your clients, even in times of turmoil. https://bit.ly/3LlPLk4
- The Perfect RIA
Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails
Matthew shares how to get clients through networking. https://bit.ly/39mnJrz
The Perfect RIAHow Did I Lose $50,000 This Month!?! [Episode 153]
After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go…
- The Perfect RIA
Follow Up Friday - You Said What In A Client Meeting?!
How to ensure your clients see the value in working with you. https://bit.ly/3vUY0zg
The Perfect RIATips from the Trenches - Getting The Right Clients And The Three P's - Personable, Profitable, and Productive
How to make sure your clients are an ideal fit. https://bit.ly/3kuCryW
The Perfect RIAYou Said What In A Client Meeting?! [Episode 152]
One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real…
The Perfect RIAFollow Up Friday - Why Don't I Have More Prospects?!?
Action items that can directly result in you having more prospects. https://bit.ly/3Kwv1pt
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Managing Client Expectations
How to set the stage for communicating what really matters. https://bit.ly/38CsVHo
The Perfect RIAWhy Don't I Have More Prospects?!? [Episode 151]
Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering…
The Perfect RIAFollow Up Friday - Show Me The Beef!
What makes an effective communicator. https://bit.ly/3vPkuk7
The Perfect RIATips from the Trenches - Show Up For Surge
What it means to show up for surge and why it's so important. https://bit.ly/3OJ94Xs
The Perfect RIAShow Me The Beef! [Episode 150]
As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as…
The Perfect RIAFollow Up Friday - How Do I Actually Get Tax Returns From Clients?
How delivering massive value relates to tax returns. https://bit.ly/3L8dntf
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators
The importance of key performance indicators. https://bit.ly/3uYEKR3
The Perfect RIAHow Do I Actually Get Tax Returns From Clients? [Ep 149]
As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive…
The Perfect RIAFollow Up Friday - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain"
Action items for dramatically improving your prospect process. https://bit.ly/3xvStjP
The Perfect RIATips from the Trenches - Tales From Tax Season
Steven Jarvis joins this episode to share a real-life experience with tax planning. https://bit.ly/37OwgTu
The Perfect RIADo You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" [Episode 148]
Having issues in prospect meetings? It's incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more…
The Perfect RIAFollow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?
Why you don't need to get a prospect scheduled right away. https://bit.ly/3rdhEDM
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones
The fatal flaw in most advice for creating a business plan. https://bit.ly/3KjejdU
The Perfect RIAProspect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]
What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu…
The Perfect RIAFollow Up Friday - Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA
The most important action items from this week's episode. https://bit.ly/3uFHjpS
The Perfect RIATips from the Trenches - Your Team As Teachers
How to train your team to make sure you're always on the same page. https://bit.ly/3LxEOg9
The Perfect RIATax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]
In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell…
The Perfect RIAFollow Up Friday - Guest Star Reese Harper
Action items for delivering massive value. https://bit.ly/3Nm7NFh
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?
The value of the one-page plan. https://bit.ly/3IxJIaL
- The Perfect RIA
Guest Star Reese Harper [Episode 145]
Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that…
The Perfect RIAFollow Up Friday - But I Don't Have Time For That
Action items for finding time in your practice. https://bit.ly/3IfhoK7
The Perfect RIATips from the Trenches - Value Adds in Surge
What to do before surge—and any other value-adds. https://bit.ly/3MTFnlB
The Perfect RIABut I Don't Have Time For That [Episode 144]
That's a great idea…but I don't have time. Someday I'll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to this…
The Perfect RIAFollow Up Friday - Can I Get A Discount?
The negative impacts of giving a discount. https://bit.ly/37bQeHh
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter
How to invest money for your clients. https://bit.ly/3CrpwpP
- The Perfect RIA
Can I Get A Discount? [Episode 143]
All advisors and practice owners feel fear at some point. It's a natural part of growing your practice. And unless you are completely certain of the value you…
The Perfect RIAFollow Up Friday - Giving Out My Cell Phone Is How I Add Value
Action items to help you deliver massive value—without giving out your cell phone number. https://bit.ly/3MoGklH
The Perfect RIATips from the Trenches - Tax Projections and Medicare IRMAA
Learn why it's so important to take a client's entire situation into consideration when giving advice. https://bit.ly/3vuEJoF
The Perfect RIAGiving Out My Cell Phone Is How I Add Value [Episode 142]
There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it…
The Perfect RIAFollow Up Friday - THE Floyd Shilanski
Action items following our special episode featuring a rare guest. https://bit.ly/3sjyL7P
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars
Why you need a team you can trust if you want to deliver massive value. https://bit.ly/3t3XwnW
- The Perfect RIA
THE Floyd Shilanski [Episode 141]
Providing your clients with massive value is something that is talked about often on The Perfect RIA, but it's also important to ensure you have time for your…
The Perfect RIAFollow Up Friday - What Is The Perfect RIA?
Action items and key lessons from Monday's episode. https://bit.ly/3GVpeIt
The Perfect RIATips from the Trenches - Post Surge Meetings
Key things to think about with surge meetings. https://bit.ly/351IDdx
The Perfect RIAWhat Is The Perfect RIA? [Episode 140]
How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not…
The Perfect RIAFollow Up Friday - Client Segmentation
Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach
Learn how you should be thinking about raising your fees. https://bit.ly/3JdTP5s
The Perfect RIAClient Segmentation [Episode 139]
Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can…
The Perfect RIAFollow Up Friday - You Drank a Soda in a Client Meeting?!?
Proven action items for you to take this week. https://bit.ly/34x3HYX
The Perfect RIATips from the Trenches - Having Your Team Run Meetings
How to make your meetings more effective. https://bit.ly/3HqOQhf
The Perfect RIAYou Drank a Soda in a Client Meeting?!? [Episode 138]
There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate…
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Trash The Head Trash
What you need to know about charging the right level of fees. https://bit.ly/3IIlMCm
The Perfect RIATips from the Trenches - Value Adds On A Security Breach
A real-life story of a massive security breach—and how it was handled. https://bit.ly/3GNh99e
The Perfect RIAFollow Up Friday - Asking Questions That Matter For Estate Planning
Follow-up items to focus on regarding rockstar questions. https://bit.ly/34RWEdE
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success
Tips for finding even greater success with your prospecting and onboarding process. https://bit.ly/3K8ewRu
The Perfect RIAAsking Questions That Matter For Estate Planning [Episode 137]
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that…
The Perfect RIAFollow Up Friday - The Godfather: Michael Kitces
Four things you need to do in order to transform your practice. https://bit.ly/3t427b7
The Perfect RIATips from the Trenches - Facial Expressions
Learn what you need to be paying attention to in client meetings. https://bit.ly/3qPNx4m
The Perfect RIAThe Godfather: Michael Kitces [Episode 136]
Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone…
The Perfect RIAFollow Up Friday - It Took Me XX Hours And Is Therefore Worth $$
Action items for streamlining your process and delivering the same massive value in less time. https://bit.ly/3mNRHsr
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client
How to avoid wasting your client's time—and your own. https://bit.ly/3eCXbl3
The Perfect RIAIt Took Me XX Hours And Is Therefore Worth $$ [Episode 135]
Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too…