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 RIATips from the Trenches - Getting Rona During Surge
How to make sure you're a top performer—no matter what. https://bit.ly/3Ejeq5C
The Perfect RIAFollow Up Friday - But I'm At Capacity
How to get out of the victim mindset. https://bit.ly/3mb6JIo
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little
Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it. https://bit.ly/3sdjMga
The Perfect RIABut I'm At Capacity [Episode 134]
How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at…
The Perfect RIAFollow Up Friday - How To Break Your Fee Process
Action items for raising your fees. https://bit.ly/3EMvqC6
The Perfect RIATips from the Trenches - Asset Transfers with Value
What you need to know about communicating with clients regarding asset transfers. https://bit.ly/3GqpCyJ
- The Perfect RIA
How To Break Your Fee Process [Episode 133]
Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for…
The Perfect RIAFollow Up Friday - Which Coaching Program Should I Join?
Four action items to get you on the right track with personal development. https://bit.ly/3ElVZOr
The Perfect RIATips from the Trenches - Performance
How to make sure you're giving it your all in every meeting—even during surge. https://bit.ly/3Ed9fVj
The Perfect RIAWhich Coaching Program Should I Join? [Episode 132]
Matthew and Micah have spoken in depth about surrounding yourself with and learning from people who are at a point in their career that you want to get to, and…
The Perfect RIAReading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis
Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches. https://bit.ly/3oYjzKq
The Perfect RIAReading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis
Learn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF
The Perfect RIAFollow Up Friday - Surge Meetings Can't Work
Action items to help you implement surge meetings. https://bit.ly/3qxMho8
The Perfect RIATips from the Trenches - To Delegate or Not To Delegate
How to balance delegating tasks with doing the work that YOU need to be doing. https://bit.ly/3C3WJ8W
The Perfect RIASurge Meetings Can't Work [Episode 131]
If you're like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having…
The Perfect RIAFollow Up Friday - What Did You Read This Month?
Action items for staying on top of your personal development. https://bit.ly/3qeeQqn
The Perfect RIAReading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis
Hear a snippet from Matthew's book, Delivering Massive Value. https://bit.ly/3jZG2oX
The Perfect RIAWhat Did You Read This Month? [Episode 130]
When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become…
The Perfect RIAFollow Up Friday - Client Graduation
Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG
The Perfect RIATips from the Trenches - Team Training
Important considerations for keeping your team at the top of their game. https://bit.ly/2ZsUfDi
The Perfect RIAClient Graduation [Episode 129]
The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However…
The Perfect RIAReading Time with Jarvis - The Bet by Paul Sabin
Get key takeaways from one of Matthew's favorite books. https://bit.ly/2ZbXdwk
The Perfect RIAFollow Up Friday - How Do I Get Referrals From CPAs?
What you can do today to put yourself in a better position in regards to tax planning. https://bit.ly/3j6iONy
The Perfect RIATips from the Trenches - Holding Your Value
How to stick to your guns when it comes to charging what you're worth. https://bit.ly/3BGGwqH
The Perfect RIAHow Do I Get Referrals From CPAs? [Episode 128]
Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a…
The Perfect RIAFollow Up Friday - I'll Do It Later
Action items to close out the week. https://bit.ly/3Apf5Ag
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Chapter 9
Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p
The Perfect RIAI'll Do It Later [Episode 127]
You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you're…
The Perfect RIAFollow Up Friday - Double Your Practice
Major action items to implement now. https://bit.ly/3iEXy0X
The Perfect RIATips from the Trenches - Christmas in October
Why we want to think about Christmas before December. https://bit.ly/3uou24d
The Perfect RIADouble Your Practice [Episode 126]
How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never…
The Perfect RIAReading Time with Jarvis - Deep Work by Cal Newport
Learn what damages your productivity and focus time. https://bit.ly/3hZQUC9
The Perfect RIAFollow Up Friday - Team Won't Implement
Action items for the upcoming week to help your practice succeed. https://bit.ly/3tNdjHu
The Perfect RIATips from the Trenches - Assuming on a Client Plan
Learn our steps for a successful financial planning process. https://bit.ly/3tIqEkt
The Perfect RIATeam Won't Implement [Episode 125]
None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for…
The Perfect RIAFollow Up Friday - It's Not Just Matt and Micah That Surge
Action items for quadrupling your income and the time you spend out of your office. https://bit.ly/3hlNTvK
The Perfect RIAReading Time with Jarvis - Nerd's Eye View by Michael Kitces
Learn about one of Matt's favorite resources for advising advice. https://bit.ly/3yPt5ml
The Perfect RIAIt's Not Just Matt and Micah That Surge [Episode 124]
Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves…
The Perfect RIAFollow Up Friday - Is There A Wannabe Doctor On Board?
Learn why it's important to learn from people who have actually done what you want to do. https://bit.ly/3tcuimp
The Perfect RIATips from the Trenches - The Power of One Page
Learn the value of one-page planning documents. https://bit.ly/2WGLTa3
The Perfect RIAIs There A Wannabe Doctor On Board? [Episode 123]
The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others will not…
The Perfect RIAReading Time with Jarvis - The Rich Barber Method by Chuka Torres
Learn how business tips from a barber apply to all entrepreneurs. https://bit.ly/3Bxixdp
The Perfect RIATips from the Trenches - Follow The Process
How to communicate with clients about the value of following a process of success. https://bit.ly/3gkpAhd
The Perfect RIAFollow Up Friday - Being The Best
When you have too much going on to do what it takes to be the best. https://bit.ly/3fRSmFz
The Perfect RIAReading Time With Jarvis - Mr. Money Mustache
Learn valuable takeaways from the Mr. Money Mustache blog. https://bit.ly/3AFjrUv
The Perfect RIABeing The Best [Episode 122]
Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when…
The Perfect RIAFollow Up Friday - When You Make Too Many Exceptions
Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32
The Perfect RIATips from the Trenches - Team Experience
Learn what experience you can give your employees to empower them. https://bit.ly/3yEkkfu
The Perfect RIAWhen You Make Too Many Exceptions [Episode 121]
When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without…
The Perfect RIAFollow Up Friday - The Power Factor
What you can do today to move the needle forward in your business. https://bit.ly/3xojEJN
The Perfect RIAReading Time With Jarvis - Total Money Makeover by Dave Ramsey
Learn why Matt recommends you read this book every year. https://bit.ly/3BXroWM
The Perfect RIAThe Power Factor [Episode 120]
You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah…
The Perfect RIATips from the Trenches - Breaking the Process
Learn the problem with not following the systems that have been put in place. https://bit.ly/3y5TT1T
The Perfect RIAFollow Up Friday - How to Delegate Email
Action items for how to delegate email and reclaim your freedom. https://bit.ly/3wNVnwo
The Perfect RIAReading Time With Jarvis - Knocking on Heaven's Door by Katy Butler
Learn the importance of planning for end-of-life scenarios. https://bit.ly/3rn69sw
The Perfect RIAHow to Delegate Email [Episode 119]
There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm…
The Perfect RIATips from the Trenches - Check-in Time When We're Gone
Learn how to put systems in place to give you more free time. https://bit.ly/3hVe63J
The Perfect RIAWhich Industry Studies or Benchmarks Should I Be Using? [Episode 118]
There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you…
The Perfect RIAFollow Up Friday - What Happens When You Make A Mistake
Lessons learned from a recent TPR mistake. https://bit.ly/3e024Vz
The Perfect RIAReading Time With Jarvis - The Tipping Point by Malcolm Gladwell
Learn what really puts top performers across industries ahead of everyone else. https://bit.ly/36qoCuh