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 RIAMid-Year Review [Episode 117]
The second half of the year won't be any better than the first half of the year if you're doing the same thing. That's why Matt and Micah always make sure to…
The Perfect RIATips from the Trenches - Head Trash
An example of how to add massive value—even while on vacation. https://bit.ly/2UGJUBn
The Perfect RIAFollow Up Friday - What Happens When You Don't Know The Answer?
How to respond when clients ask questions and you don't know the answer. https://bit.ly/3xM36My
The Perfect RIAReading Time With Jarvis - Hell Yeah or No by Derek Sivers
Learn what to consider when looking at opportunities and making decisions. https://bit.ly/3gMZEdq
The Perfect RIAWhat Happens When You Don't Know The Answer? [Episode 116]
Giving a back-of-the-napkin answer when a client throws out a question you're unsure about can be a dangerous game to play. In this episode, Matt and Micah…
The Perfect RIAFollow Up Friday - Prospect Lessons from 2021
Figuring out your success formula for articulating your value to prospective clients. https://bit.ly/3cRmQWP
The Perfect RIAWisdom Wednesday - DMV on Identity Theft
How to deliver massive value to a client whose identity has been stolen. https://bit.ly/2TCGz5G
The Perfect RIAProspect Lessons from 2021 [Episode 115]
Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and…
The Perfect RIAWeekly Wrap Up - Head Trash
Learn the keys to getting out of your own way to reach success. https://bit.ly/3zcptfC
The Perfect RIAReading Time With Jarvis - Skin in the Game by Nassim Taleb
Learn about the importance of only taking advice from people who have "skin in the game." https://bit.ly/2S7skoJ
The Perfect RIAHead Trash [Episode 114]
Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subject of head…
The Perfect RIATips from the Trenches - Conference Room Mistakes
Learn why every little thing can help - or hurt - your business. https://bit.ly/3hGT6zn
The Perfect RIAReading Time With Jarvis - Social Security: The Inside Story by Andy Landis
Learn about the ins and outs of social security. https://bit.ly/3nXXk6x
The Perfect RIAWeekly Wrap Up - I'm Done with Surge...Now What?
Learn about the importance of having fun and leaving time for your family. https://bit.ly/3uKChaa
The Perfect RIATips from the Trenches - The Dishwasher Rule
How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z
The Perfect RIAI'm Done With Surge...Now What? [Episode 113]
When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule…
The Perfect RIAWeekly Wrap Up - Why Advisors Fail
Learn why advisors fail and the importance of following a success process. https://bit.ly/33BktTd
The Perfect RIAReading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate
Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC
The Perfect RIAWhy Advisors Fail [Episode 112]
In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand…
The Perfect RIATips from the Trenches - Prospect Process
Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm
The Perfect RIAIt's Just An Email [Episode 111]
When you are talking to prospective clients, everything counts. Whether it's phone calls, meetings or yes, even emails, you have a chance to show how much…
The Perfect RIAReading Time With Jarvis - The War of Art by Steven Pressfield
Matt shares how to avoid procrastination and the importance of working towards your goals. https://bit.ly/2QwYfyF
The Perfect RIATips from the Trenches - When the Sales Process Goes Wrong
Learn how to avoid making mistakes that will ruin your chances with a prospective client. https://bit.ly/32tmAYE
The Perfect RIAFinding Good Talent with Yosef Colish [Episode 110]
Have you ever asked yourself why it's so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a…
The Perfect RIAReading Time with Jarvis - So Good They Can't Ignore You by Cal Newport
Matt shares important takeaways from a book he wishes he'd read early in his career. https://bit.ly/2QhjdB4
The Perfect RIAThe "Perfect" Way to Rollover a 401(k) [Episode 109]
Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into…
The Perfect RIATips from the Trenches - Buckets
Learn why you must communicate your allocation strategy to your clients. https://bit.ly/39AU8bb
The Perfect RIAThe Right Size Financial Plan [Episode 108]
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah…
The Perfect RIAReading Time with Jarvis - Solve for Happy by Mo Gawdat
Learn key takeaways from one of the most powerful books Matt has read in the last five years. https://bit.ly/3cmr2y3
The Perfect RIATips from the Trenches - Delivering Massive Value
Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7
The Perfect RIAReading Time with Jarvis - Multiplication by Subtraction by Shannon Waller
Learn how to handle having employees who aren't a good fit for your company. http://bit.ly/3rMNTIu
The Perfect RIAHow Long Does it Take You to Create a Tax Plan? [Episode 107]
It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode…
The Perfect RIATips from the Trenches - Clients' Kids' Accounts
Learn why it's not always a good idea to bring on clients' family members. https://bit.ly/3qkZDjG
The Perfect RIAWhy Do You Complain vs Improve? [Episode 106]
When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach…
The Perfect RIAReading Time with Jarvis - Never Split the Difference by Chris Voss
Discover powerful negotiation strategies. https://bit.ly/3r2E0Ww
The Perfect RIAHow Do I Deliver Massive Value? [Episode 105]
If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to…
The Perfect RIATips from the Trenches - Fees
Get over your head trash and figure out what value you provide doing financial planning. https://bit.ly/2ZAK1xw
The Perfect RIAReading Time with Jarvis - Influence by Robert Cialdini
Learn powerful strategies for influence. https://bit.ly/2OH6GGr
The Perfect RIAWhy Is the Fee Conversation SO Hard!? [Episode 104]
Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop…
The Perfect RIATips from the Trenches - 2nd Opinion
How to handle when a client asks for a second opinion on your work. https://bit.ly/370Ozl2
The Perfect RIAHow Long Does It Take To Create a Financial Plan? [Episode 103]
Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass half…
The Perfect RIATips from the Trenches - Client Email
Empower your team to answer client questions. https://bit.ly/3j2wlEE
The Perfect RIAWhat If I Don't Want a Lifestyle Practice? [Episode 102]
There's a question Matt and Micah get more often than you might think: What do you do if you don't want a lifestyle practice? Today the guys are answering this…
The Perfect RIAReading Time with Jarvis - Tools of Titans by Tim Ferriss
Key takeaways from one of Matt's favorite books. https://bit.ly/3izAcsi
The Perfect RIATips from the Trenches - Interviewing Attorneys
Questions to ask and things to look out for when interviewing attorneys. https://bit.ly/38JhJGx
The Perfect RIAWhy Am I Not Getting More Referrals? [Episode 101]
We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on…
The Perfect RIAReading Time with Jarvis - Measure What Matters by John Doerr
Key takeaways from one of Matt's favorite books. https://bit.ly/2LwUare
The Perfect RIAHow Much Should I Be Charging? [Episode 100]
At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a…
The Perfect RIAShould I Leave My Broker Dealer This Year? [Episode 99]
"Should I leave my broker dealer this year?" is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that…
The Perfect RIAProfessing Our Love for Kitces [Episode 97]
Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incredible…
The Perfect RIAJohn Lee Dumas Interview [Episode 96]
While we, like many financial advisors, take pride in doing 30-40 surge meetings in a week, John Lee Dumas does 20 podcast interviews in one day. And that's…
The Perfect RIAFPA Presentation [Episode 95]
What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today…