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 RIAThe Best Fee Script Ever [Episode 347]
In this episode, Micah and Matt discuss the intricacies of pricing strategies in financial planning. They emphasize the importance of discipline in maintaining…
The Perfect RIAUnderstanding Valuation Trends in Today's Market With John Poole
In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and liquidity…
The Perfect RIAThe Longevity Factor in Retirement With Brian Smith
In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life…
The Perfect RIAThe Integrity of Meeting Timeliness [Episode 346]
In this episode, Micah and MAtt discuss the critical importance of time management in client meetings for financial advisors. They explore how running over…
The Perfect RIAClient Retention Strategies With Shelby Nicholl [Episode 345]
In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Registered…
The Perfect RIAThe Power of Niche With Joe Curry
In this episode of the TPR podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his journey of…
The Perfect RIAMaximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of effective…
The Perfect RIANegotiating Deal Terms With Peter Velardi
In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi discuss the intricacies of negotiating deal terms, the importance of…
The Perfect RIAStop Defending Your Head Trash! [Episode 343]
In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and…
The Perfect RIAThe Software Dilemma in Financial Planning [Episode 342]
In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to…
The Perfect RIAEmbracing Failure: Lessons from Million Dollar Producers [Episode 341]
In this episode, Micah and Matt discuss the importance of embracing failures as learning opportunities for financial advisors. They emphasize the need for…
The Perfect RIAEncore Episode: Why Advisors Fail
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 RIAEncore Episode: Tips from the Trenches - Taxes
In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises…
The Perfect RIATax Planning at Scale [Episode 339]
In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore…
The Perfect RIAEncore Episode: You Didn't Hire Idiots
Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed…
The Perfect RIACreative Deal Structuring for Advisors With Scott DiGiammarino
In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making…
The Perfect RIAThe Power of Experimentation in Financial Planning With Art Turock [Episode 338]
In this episode of the TPR Podcast, Matthew Jarvis and Art Turock delve into the concept of latent needs, exploring how identifying these needs can lead to…
The Perfect RIAEncore Episode:The Godfather: Michael Kitces
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 RIANavigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial…
The Perfect RIAEncore Episode: What Are We Paying Employees?
In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why…
The Perfect RIACulture and Communication With Jacqueline Benjamin Hatherley [Episode 336]
In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses…
The Perfect RIAEncore Episode: You May Be The Problem
In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She…
The Perfect RIADiscipline Equals… Money? [Episode 335]
In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They…
The Perfect RIAEncore Episode: Team Building For Financial Advisors With Guest Christine Timms
Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by…
The Perfect RIAHiring an Executive Assistant With Karen Stewart [Episode 334]
This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA…
The Perfect RIAEncore Episode: Measure What Really Matters?
Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional…
The Perfect RIAUnlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial…
The Perfect RIAEncore Episode: Leveraging Technology With Guest Ben Goss
As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In…
The Perfect RIARevolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial…
The Perfect RIAEncore Episode: So Is This What You Do In YOUR Practice?
Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're…
The Perfect RIAThe Importance of Risk Management in Financial Planning With Justin Smith
In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open…
The Perfect RIADemolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]
In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking…
The Perfect RIAEncore Episode: Client Relationships And Connections With Guest David Gow
In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the…
The Perfect RIAThe Shift from Cash Flow to Wealth with John Poole
In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business…
The Perfect RIANavigating the Future of Financial Planning With Seth Streeter [Episode 330]
In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the…
The Perfect RIAEncore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty
If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is…
The Perfect RIANavigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing…
The Perfect RIAEncore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees
Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash those nagging doubts and fears that keep advisors from…
The Perfect RIAMastering Fees in Financial Advisory [Episode328]
In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have…
The Perfect RIAEncore Episode: Should I Fire My Team?
There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and you realize…
The Perfect RIANavigating Team Dynamics: Lessons in Leadership [Episode 327]
In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and the…
The Perfect RIAEncore Episode: When Prospecting Goes Wrong
In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the…
The Perfect RIA100 Reasons Prospects Say No [Episode 326]
In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating…
The Perfect RIAEncore Episode: How To Train Your Team
In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of…
The Perfect RIAThe Importance of De-risking Your Practice With Ted Jenkin
In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and…
The Perfect RIADiscipline Equals Freedom: The Key to Success [Episode 325]
In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in client…
The Perfect RIAEncore Episode: Business Planning
In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the…
The Perfect RIAThe Future of Financial Advising with Shelby Nicholl [Episode 324]
In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers…
The Perfect RIAEncore Episode: Stop Talking Yourself Out Of The Sale!
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 RIACounting the Reps: The Key to Growth [Episode 323]
In this episode, Matt and Micah discuss the concept of 'counting the reps' in the context of financial advising. They emphasize the importance of…
The Perfect RIAEncore Episode: Why Aren't You Delegating To A Virtual Assistant?
Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings sure but at what cost? Are doing these tasks the…
The Perfect RIANavigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell
In this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares insights…
The Perfect RIANavigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtual…
The Perfect RIAEncore Episode: Did Surge Abandon You?
If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You…
The Perfect RIAValuations in a Changing Market With Scott DiGiammarino
In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and client…
The Perfect RIAPreparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
In this episode, Matt and Micah discuss the concept of 'Surge' in financial advising, emphasizing the importance of delivering massive value to clients. They…
The Perfect RIAEncore Episode: How Surge Works For New Relationships And Clients.
If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6…
The Perfect RIAThe Power of Relationships in Wealth Management with Scott Danner [Episode 320]
In this episode of the TPR podcast, Matthew Jarvis interviews Scott Danner, a seasoned financial advisor and author of 'Freedom Street.' They discuss Scott's…
The Perfect RIAEncore Episode: The Right Size Financial Plan
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 RIAThe Philosophy of Financial Planning with Peter Tiboris [Episode 319]
In this episode Matthew Jarvis interviews Peter Tiboris, a successful financial advisor who has scaled his practice to over $3.2 billion in assets under…