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 RIAWill I Ever Experience Freedom as a Business Owner?
In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and…
The Perfect RIAThe Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]
In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron…
The Perfect RIAFrom Invisible to Invaluable: Your Marketing Efforts and Growth Strategies
In this recap, Amber's highlighting this week's focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and…
The Perfect RIAHow to Grow Your Practice
In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights…
The Perfect RIANot Bringing on New Clients? It's Because You're Playing Office [Episode 269]
In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't…
The Perfect RIASeamlessly Integrating Estate Planning and Building Client Trust
In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined…
The Perfect RIAThe Power of Authority - Why We Follow Experts
Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate…
The Perfect RIAStreamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]
In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their…
The Perfect RIAWhat Makes a Portfolio Successful and the Rule of Two
In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors…
The Perfect RIAWhy Advisors Lose Clients
In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie…
The Perfect RIAAll Investment Management is Playing Office [Episode 267]
Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure…
The Perfect RIADodging IRA Disasters and Fostering Team Synergy
In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and…
The Perfect RIAEmployees: Following Up or Nagging? Is There a Difference?
In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover…
The Perfect RIAIntentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost…
The Perfect RIAUnderstanding Annuities and the Characteristics of Successful Leaders
In this Follow-up Friday episode, host Amber recaps key takeaways from this week's episodes. Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity…
The Perfect RIAHow to Achieve Success in 2 Steps
In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from…
The Perfect RIAThe Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management…
The Perfect RIAStructured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's…
The Perfect RIAYou Are Only Cheating Yourself [Episode 264]
Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom…
The Perfect RIAWhy Authenticity Matters and Family Financial Dynamics
In this recap episode, Amber first highlights the Matt and Kevin's Thompson's discussion on Monday. Matt and Kevin talked about the importance of providing…
The Perfect RIAWhen You Earn More Than Your Spouse - Navigating Income Disparity
Jamie Shilanski takes a dive into the intricate dynamics of income disparity within households. With a keen eye on the challenges faced by financial advisors…
The Perfect RIAThe Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
Imagine having your faith in the financial system shaken to the core by a devious Ponzi scheme. For Kevin Thompson, this devastating reality wasn't just a…
The Perfect RIACreating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
In this recap episode, we're revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY joined…
The Perfect RIAYour Vocation Should Pay For Your Avocations
Jamie Shilanski challenges the conventional wisdom that our jobs should be the sole source of fulfillment and happiness. Instead, she advocates for a mindset…
The Perfect RIAThe Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delegating…
The Perfect RIAWorking with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice
Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering the art of…
The Perfect RIAMarketing. What Works For Financial Advisors?
Jamie unveils the secrets to crafting a winning marketing strategy that drives real results. Forget one-size-fits-all approaches – the key to success lies in…
The Perfect RIAMoving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]
Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges…
The Perfect RIAMaximizing Valuations and Smart Business Planning
In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods often…
The Perfect RIAHow Your LLC Fails
In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right legal entity…
The Perfect RIAAccelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common…
The Perfect RIAOvercoming Head Trash and Building Lucrative CPA Relationships
In this recap episode, Amber shared strategies for financial advisors to conquer their insecurities and build a referral-generating powerhouse through…
The Perfect RIAEncore Episode: Dealing with Head Trash
Jamie Shilanski tackles the all-too-common insecurities that hold financial advisors back from reaching their full potential. With candor and wisdom, she dives…
The Perfect RIADecoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]
Matthew Jarvis is joined by Steven Jarvis, CPA, from Retirement Tax Servies to lift the veil on the challenges financial advisors face when seeking referrals…
The Perfect RIAIt's All About That Prospect: Being Intentional and Gathering Information
In this recap episode, Amber shares strategies from Matt and Micah to help financial advisors laser-focus their efforts on landing more prospects. Discover why…
The Perfect RIAEncore Episode: New Client Onboarding - What Information New Prospects and Clients Provide
Are You Struggling to Convert Promising Prospects into Loyal Clients? In this Encore Worlds to Conquer episode, Jamie Shilanski reveals the secret to…
The Perfect RIAWhat Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
Craving a six-pack of clients? In this power-packed episode, experts Matt and Micah reveal the jaw-dropping parallels between sculpting a shredded midsection…
The Perfect RIATalent Acquisition Strategies and Creating a Stellar Client Onboarding Processes
In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set the…
The Perfect RIAEncore Episode: Client Onboarding - Creating A Solid Foundation
In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver…
The Perfect RIARecruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]
In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing…
The Perfect RIAEnhancing Client Communication and Interactions
In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advisors. The…
The Perfect RIAThe Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters
In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of building from…
The Perfect RIABad Ways to Answer Clients [Episode 256]
In this episode of The Perfect RIA, Micah and Matt dive deep into the art of effective client communication for financial advisors. They stress the critical…
The Perfect RIACrafting Your Investments and Marketing Communication
Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of prioritizing…
The Perfect RIAWhen Marketing Works
Join Jamie in this episode of The Perfect RIA, where she dives deep into the dynamic world of marketing for financial advisors. Discover why keeping the…
The Perfect RIAHow Investments Work With Your Clients [Episode 255]
Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive planning for…
The Perfect RIAStrategic Client Onboarding and Enhancing Tax-Related Value
In this Follow-Up Friday episode, Amber is recapping this week's highlights and action items, focusing on optimizing client meetings, communication, and…
The Perfect RIACreating Value Adds from the Tax Return
In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advocating for…
The Perfect RIAMasterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies…
The Perfect RIAHow Relationships Fuel Growth and The Role of Accountability
In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the…
The Perfect RIAHow Are You Accountable When You Make a Client Mistake?
In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation…
The Perfect RIANurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance…
The Perfect RIAUpgrade Opportunities and Lessons in Criticism
In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business…
The Perfect RIAHow To Take A Hit
In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and…
The Perfect RIAUpgrade, Graduate, or Just Keep Playing Office [Episode 252]
In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like…
The Perfect RIACommunicating Through Uncertainty and Filtering Advice
In this episode, Amber recaps this week's highlights. She reminds us why critical thinking and pushback are important in the financial industry and why…
The Perfect RIAYou Can't Say That!
In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking…
The Perfect RIAEconomic Commentary
In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discussions…
The Perfect RIAStandout Prospect Meetings and Documentation for the Win
In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of…
The Perfect RIANot Documented, Not Done
In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shilanski…