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 Do I Start a Mastermind Group? [Episode 94]
Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details of how you…
The Perfect RIAReading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes
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The Perfect RIAHow Do Advisors Deal With Concentrated Stock Positions? [Episode 93]
What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with this…
The Perfect RIAWhen Clients Don't Transfer Assets [Episode 92]
Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you're really doing is…
The Perfect RIAImplementing Surge Meetings with Taylor Schulte
Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old…
The Perfect RIAWhy Isn't This Working? [Episode 91]
Very often, it takes failure to learn the necessary lessons—and multiple no's to reach the right yes. Micah and Matthew have both gone through their fair share…
The Perfect RIAWhen Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]
After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn't waste his time. So in…
The Perfect RIAAm I Charging Too Much?!? [Episode 89]
What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit…
The Perfect RIAHow Do I Fire A Client? [Episode 88]
We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So today Matt and…
The Perfect RIAWhat Are My Prospects Thinking About… [Episode 87]
One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear…
The Perfect RIAAm I A Good Enough Advisor? [Episode 86]
Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities…
The Perfect RIAI Screwed Up. Now What? [Episode 85]
Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you've probably made your fair share. And the truth is, how…
The Perfect RIA5 Delegation Mistakes [Episode 84]
What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how…
The Perfect RIAIs Lifestyle Code for Lazy? [Episode 83]
In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it's easy to get defensive, a…
The Perfect RIATaxes Part 2 [Episode 82]
Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for…
The Perfect RIAThe Rosetta Stone to Delivering Massive Value [Episode 81]
Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is…
The Perfect RIAGo To Work Naked [Episode 80]
We've all heard the phrase "dressing for success," but do you really believe that how you dress matters? If your answer is no—or if you're on the fence—then…
The Perfect RIAWith Guest John Barron [Episode 79]
Hearing rejection time and time again can be a soul-crushing experience. In today's episode, business coach John Barron stops by to share his approach to the…
The Perfect RIAI HATE Matt & Micah [Episode 78]
When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today…
The Perfect RIASurge Meetings [Episode 77]
Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a…
The Perfect RIALTC Planning [Episode 76]
Today's topic is one that can be a bit of a hot button, but it's something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit…
The Perfect RIAFee Compression My ________ [Episode 75]
There's a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired up about…
The Perfect RIAWhen YOU Haven't Demonstrated Value [Episode 74]
Sitting down with a potential client who is reluctant or doesn't see your value from the start is something that can mess with you if you don't have a plan. So…
The Perfect RIACoronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how…
The Perfect RIAStarting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]
Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podcast…
The Perfect RIAHead Trash with Coach Joe Lukacs [Episode 71]
This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you're in a good headspace that will allow you to effectively…
The Perfect RIALessons from the Slopes [Episode 70]
Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. For a few…
The Perfect RIACorona Virus [Episode 69]
When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them feel…
The Perfect RIATeam Work Makes the Dream Work [Episode 68]
Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen from Q2…
The Perfect RIAGetting the First Appointment - Part 2 [Episode 67]
Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's…
The Perfect RIAGetting Past the First Prospect Meeting [Episode 66]
Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about…
The Perfect RIAReal Estate and the Secure Act [Episode 65]
Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a simple solution…
The Perfect RIARMD Value Adds [Episode 64]
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs…
The Perfect RIAMillion Dollar Ideas Are Worthless [Episode 63]
Advisors get stuck on great ideas all the time. What's so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar"…
The Perfect RIABeating The Markets [Episode 62]
Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and…
The Perfect RIADistributions While Out of Office [Episode 61]
When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation…
The Perfect RIAIt's A New Year [Episode 60]
As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge…
The Perfect RIAIncreasing Massive Value [Episode 59]
Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you…
The Perfect RIAHow to Choose a Coaching Program [Episode 58]
Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode…
The Perfect RIAManaging Distractions [Episode 57]
The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48…
The Perfect RIABusiness Planning [Episode 56]
As 2020 approaches, it's important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss…
The Perfect RIAMeasure the Real Stuff [Episode 55]
As the new year approaches, it's easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be…
The Perfect RIADo I Need A Coach? [Episode 54]
Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to…
The Perfect RIAWorking On Your Business, In Your Business, and With Your Business [Episode 53]
Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in your…
The Perfect RIAMassive Value - Investments [Episode 52]
A lot of advisors see investments as a sore spot in their practices, but it doesn't have to be that way. Today Micah and Matt are going to talk about how to…
The Perfect RIAIs This You? [Episode 51]
All entrepreneurs make mistakes sometimes, so today Micah and Matt are discussing what to do if you make an error in your practice. They will share examples of…
The Perfect RIAHow To Get Ready For A 3 Month Vacation [Episode 50]
There's a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that difference might…
The Perfect RIARunning a Virtual Team [Episode 49]
How do you run a virtual team? Today Jamie Shilanski (Micah's sister) joins the show to share how she does such a phenomenal job managing a virtual office and…
The Perfect RIASurge Week - How to Add Value to Your Meetings [Episode 48]
Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients…
The Perfect RIAIs This Marketing? [Episode 47]
Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be…