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 RIAMaking It Look Easy [Episode 46]
Many people look at the way others run big businesses and think, "I can do that, it looks so easy!" Is it truly that easy to start up and run your own firm?…
The Perfect RIAFamily Time [Episode 45]
Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitable and…
The Perfect RIAMailbag [Episode 44]
Micah and Matt are back with another mailbag episode answering your questions! Today they share tips and tricks for building your firm and providing massive…
The Perfect RIAEffective Delegation - with Gina Cotner [Episode 43]
As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for the important things? Today the master…
The Perfect RIAGetting Your TEAM On Board [Episode 42]
When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through…
The Perfect RIAMassive Value - Fees [Episode 41]
Today Micah and Matt are breaking down fees and how much you should be charging your clients. While there is no perfect way to set a fee and no ideal structure…
The Perfect RIANetworking: The Good, The Bad, The Ugly [Episode 40]
There's a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain bad. So…
The Perfect RIAMailbag [Episode 39]
Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure you still…
The Perfect RIABad Ideas [Episode 38]
Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when…
The Perfect RIACompliance [Episode 37]
Although many people complain about compliance and see it as a burden, this episode is all about changing your attitude so you start to see it as an…
The Perfect RIAMid Quarter Review [Episode 36]
Today Matt and Micah discuss the importance of tracking your numbers. While doing his mid-year review, Matt found that he had come in lower in hours than he…
The Perfect RIAStaffing - How to Hire the RIGHT Person [Episode 35]
How do you know if it's time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your team instead of just…
The Perfect RIAGround Zero Prospecting [Episode 34]
It can be really hard to know where to begin when you're building your practice from the ground up, so today's episode covers the basics on how to start your…
The Perfect RIAMailbag [Episode 33]
This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and…
The Perfect RIAMarketing Mistakes & How to Avoid Them [Episode 32]
If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today…
The Perfect RIAStaffing [Episode 31]
Regardless of the company, staffing issues happen, and it's up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and…
The Perfect RIAProfitability [Episode 30]
When it comes to generating positive revenue, it's easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into…
The Perfect RIAHow to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it's important to understand the whole…
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How to Provide High-Value Services - with Ed Slott [Episode 28]
What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more…
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Stop Lying to Yourself [Episode 27]
There's something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It's easy to inflate the numbers in your…
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Appointments Outside of the Surge [Episode 26]
When it comes to client meetings, we've talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But what…
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Luck of the Draw [Episode 25]
Too often, people hang onto the idea that anyone who is successful must be lucky. Worse yet, those same people decide that a similar type of success is…
The Perfect RIALet's Talk About Taxes! Part 2 [Episode 24]
Key Links [Link Needed for QCD/Tax preparation document Report that Matthew generates for clients. He references that if someone emails Colleen, we can get a…
The Perfect RIALet's Talk About Taxes! [Episode 23]
Key Links Micah's appearance on Michael Kitces' podcast: Adapting the 4-hour work week ---- Matthew and Micah are of the opinion that an expertise in tax…
The Perfect RIATo Fee, or Not to Fee? [Episode 22]
Key Links Micah's appearance on Michael Kitces' podcast: Adapting the 4-hour work week Joe Lukacs' website: http://practicepower.net/ ---- Some common…
The Perfect RIAAccount Minimums as a Metric for Finding Ideal Clients [Episode 21]
Every advisor doesn't necessarily need to establish a clear-cut account minimum for their clients. In fact, Micah Shilanski doesn't have one in his practice…
The Perfect RIATips to Maximize Your Return on Time [Episode 20]
Key Links Book that Micah references: Digital Minimalism by Cal Newport Time blocking series by Matt and Micah: https://theperfectria.com/time-blocking/ 4-Hour…
The Perfect RIAStop Pretending to Work [Episode 19]
Key Links Book referenced in this episode: Eat That Frog! by Brian Tracy ---- Matt and Micah are tired of well-worn assumptions about advising. In particular…
The Perfect RIATalking Points for True Communication with Clients [Episode 18]
Key Links Books referenced in the episode: Extreme Ownership || The Dichotomy of Leadership by Jocko Willink and Leif Babin The Five Love Languages by Gary…
The Perfect RIACoaching Your Clients Off the Ledge [Episode 17]
The Perfect RIA hosts have a few action items for delicately dealing with clients during rough financial climates and circumstances. [#1 Let Clients Frame the…
The Perfect RIA5 Business Lessons Learned From Disney World [Episode 16]
Although Matt and Micah realize that vacation is a time for much needed R&R, they couldn't help but notice the strong business practices of Disney during their…
The Perfect RIAConfessions of a Wholesaler [Episode 15]
The content of this episode is anchored in 3 necessary traits for effective financial advising. In addition, Michael provides action items for better financial…
The Perfect RIAWhen, Why, and How to Fire a Client [Episode 14]
Let's face it; sometimes partnerships sour. In all vocations, all industries, differences arise between individuals. And for something as valuable as the…
The Perfect RIAA Roadmap for a Value-Driven Financial Plan [Episode 13]
Key Links Episode 5: Always Take the High Road -------------------- Financial Planning Software is scrutinized in this episode. But right away, Matt and Micah…
The Perfect RIARealistic Ruminations on Broker-Dealers [Episode 12]
This episode is, as the title suggests, all about broker-dealers. And more specifically, Matt and Micah draw from personal experience to allow listeners to…
The Perfect RIACoach Joe Lukacs Revisited [Episode 11]
Key Links Magellan MasterMind & Network: Page The financial advising program that Matt references: Academy of Preferred Advisors ----------------- In this…
The Perfect RIAFrom Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
Key Links The financial advising program that Matt references: Academy of Preferred Advisors Joe's free program: PracticePower International Performance Group…
The Perfect RIADon't Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
Key Links The 'Sleep On It' Jarvis Financial Process Carl Richards Book on the One-Page Financial Plan -------------------- Most financial planners thrive on…
The Perfect RIAThe Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]
To start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to illustrate…
The Perfect RIAThe Art of Prospecting & Time-Blocking [Episode 7]
Key links Episode 2 (featuring Gina Cotner) of The Perfect RIA Gina Cotner's website for virtual assistants: Athena Executive Services The financial advising…
The Perfect RIAA Primer for Determining Your Fee Schedule [Episode 6]
Key Links Math Diagram -------------------------------------- As the title states, this episode is all about determining a fee schedule for clients—that is…
The Perfect RIAAlways Take the High Road [Episode 5]
Key Links Book Referenced by Matt and Micah: Selling the Invisible ---------- "It takes 20 years to build a reputation and five minutes to ruin it." This quote…
The Perfect RIASystems, Perspectives, and Procrastination: Business Coach John Barron's Advice for Entrepreneurs [Episode 4]
Key Links John Barron's LinkedIn profile --------------------------------------- In this episode, John Barron shares the importance of replacing old systems…
The Perfect RIAThe Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
Key Links Carl Richard's Website Malcolm Gladwell book which profiles Tom Gau: The Tipping Point --------------------------------------- During the episode…
The Perfect RIAInspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
Key Links Athena Executive Services | Website | Facebook Page --------------------------------------- In this installment of the Perfect RIA podcast, CEO and…
The Perfect RIAWhat Metrics Should Matter To Your Practice? [Episode 1]
There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more. Subscribe to the show…