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 RIAThrowback: Show Me The Beef! [Episode 250]
As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as…
The Perfect RIARelationship Building and Preventing Failures with Surge
In this episode, Amber discusses the key takeaways from a recent podcast episode with a special guest, David Gow. David and Matt explored the role of a…
The Perfect RIAHow Surge Fails
In this episode, Jamie shares how Surge can go off the rails. She emphasizes how advisors must deliver massive value to clients, be intentional with time, and…
The Perfect RIAClient Relationships And Connections With Guest David Gow [Episode 249]
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 RIACommunicating Roth Conversions and The Best Time for Surge
In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then explores…
The Perfect RIAThe Perfect Surge Dates
In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a…
The Perfect RIAThrowback: Roth Conversions [Episode 248]
Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how…
The Perfect RIAGenuine Communication and Prospecting Pitfalls
In this episode, we're recapping this week's discussion on sales and communication in the financial advisory industry and how effective communication is not…
The Perfect RIAWhen Prospecting Goes Wrong
In this episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance…
The Perfect RIACommunication, Not Sales [Episode 247]
Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They…
The Perfect RIATalent Acquisition and Profitable Prospect Meetings
In this episode, Amber first reviews the key takeaways from Monday's episode where Jonathan Reynolds shared his key tips to helping your team members stay…
The Perfect RIACharging For Prospect Meetings
In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates, and…
The Perfect RIAHiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
Jonathan Reynolds, CEO of Titus Talent, joins Matt to discuss the importance of not only finding employees, but how to keep them long term. Jonathan shares why…
The Perfect RIAProspecting and Pregame Strategies
In this episode, we're recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive…
The Perfect RIAProspecting That Works for Advisors
Looking for prospecting help? Jamie's ready to share guidance on marketing and how to identify the right fit for your services. Discover the importance of…
The Perfect RIASetting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experiences…
The Perfect RIAMasterminds and Navigating Nepotism in the Workplace
In this recap episode, we're sharing why Monday's guest, Aaron Walker, believes entrepreneurs need to break out of isolation, seek support from others, and how…
The Perfect RIAShould I Let My Kids Work For Me?
In this episode, Jamie discusses the concept of nepo babies and the importance of teaching children the value of hard work, honesty, and kindness. She shares…
The Perfect RIAThe Power of Masterminds with Guest Aaron Walker [Episode 244]
In this episode, Aaron Walker joins Matt to discuss the importance of mastermind groups and their transformative power on entrepreneurs' lives. Aaron shares…
The Perfect RIACrisis Preparedness and Disaster Recovery
In this episode, Amber recaps Matt and Micah's conversation about being prepared for emergencies and disasters in both personal and professional life and the…
The Perfect RIASinking Ships
In this episode, Jamie shares a story about a boating incident and highlights the importance of preparedness, clear communication, and the dangers of…
The Perfect RIANo One Will Fix It For You [Episode 243]
In this episode, Matt and Micah discuss the importance of being prepared for emergencies in both personal and professional settings. Through an experience of…
The Perfect RIANavigating the Prospect Process and Employee Compensation Conversations
In today's episode, we're recapping this week's highlights. We're revisiting the prospect process with Monday's guest, John Barron, and the importance of…
The Perfect RIAHow To Negotiate Your Pay
In this episode, Jamie dives into employee compensation and the hurdles they encounter while negotiating salaries. She emphasizes the significance of making…
The Perfect RIACreating a Prospect Process that Works with Guest John Barron [Episode 242]
In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for…
The Perfect RIADestructive Alerts and The Art of Employee Firings
In this episode, we're recapping the importance of managing alerts and notifications to improve productivity and mental well-being, as well as exploring…
The Perfect RIAHow to Fire Someone
In this episode, Jamie Shilanski discusses the challenges of firing employees and handling resignations in a professional and respectful manner. Jamie shares…
The Perfect RIAOnly Fools Get Alerts [Episode 241]
In this episode, Micah and Matt discuss the destructive nature of alerts and notifications on your productivity and mental well-being. They emphasize the…
The Perfect RIABackdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
In this recap episode, we're highlighting the backdoor Roth contribution strategy, the importance of correct reporting on tax returns, and the need for a…
The Perfect RIAMind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
In this podcast episode, Jamie Shilanski is digging into the the power of confirmation bias and its role in becoming a better financial advisor. Using…
The Perfect RIABreaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
In this episode, Matt is joined by Lewis Schiff from Birthing of Giants. Lewis, a natural entrepreneur, questioned the disparity in outcomes among middle-class…
The Perfect RIATax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]
In this podcast episode, Matt is joined by Steven Jarvis from Retirement Tax Services (RTS) to discuss a commonly misunderstood tax strategy and how you can…
The Perfect RIAStrategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
In this episode, we're recapping the critical aspects of maximizing profitability with insights on making your practice not only sustainable but truly…
The Perfect RIABS Business Advice About Building Teams
In this episode, Jamie discusses the intensity surrounding the work her office does nature of work and how her team has fully embraced it. She emphasizes the…
The Perfect RIASafeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
In this episode, Matt is joined by Yohance Harrison to discuss the profound importance of estate planning, driven by Yohance's personal experience assisting a…
The Perfect RIAWhat Does Profitability Really Look Like? [Episode 239]
In this episode, Micah and Matt discuss the importance of profitability in financial advisory practices and why it's needed to ensure financial stability and…
The Perfect RIACracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
In this episode, we're recapping this week's episodes. We'll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos…
The Perfect RIAEmpowering Futures: Goal-Setting Strategies for Young Adults
In this episode, Jamie Shilanski discusses the importance of goal setting for young people and how to help them establish and work towards their goals. Jamie…
The Perfect RIAVirtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to…
The Perfect RIAProspect Process - Why Prospects Say No [Episode 238]
In this episode, Micah and Matt discuss the key steps and strategies for successful prospecting and client conversion. They emphasize the need to track and…
The Perfect RIANew Year Goals, High Achiever Coaching, and Team Appreciation Languages
In this recap episode, we're discussing topics related to personal and professional growth. On Monday's episod, Matt and Micah emphasized the importance of…
The Perfect RIAHigh Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
In this episode, Jamie Shilanski discusses the importance of emotional intelligence and team appreciation languages. She shares her experience of conducting a…
The Perfect RIACoaching High Achievers with Guest Rhonda Farr
In this episode, Matthew Jarvis interviews Rhonda Farr, a coach specializing in working with high-achieving men. They discuss the need for coaching, especially…
The Perfect RIANew Year - New You [Episode 237]
In this episode, Jarvis and Micah discuss setting ambitious New Year's resolutions and the importance of being willing to pay the price to achieve them. They…
The Perfect RIAGifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers
In this recap episode, we're sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the holidays…
The Perfect RIAJob Offers
In this episode, Jamie discusses employee recruitment and retention strategies. She shares her approach to job advertisements, including the use of platforms…
The Perfect RIABecoming An Inclusive Leader with Guest Kameka McLean
In this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and inclusion…
The Perfect RIAThe Twelve Days of TPR Christmas [Episode 236]
In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time blocking…
The Perfect RIAMastering Client Communication, Growth Strategies, and Team Resilience
On Monday, Matt and Micah focused on the critical importance of communication with clients and the impact of language on client relationships. and stress the…
The Perfect RIABurnout Is For Wimps
In the latest Worlds To Conquer episode, Jamie takes on language and tools that are crucial for success. She deconstructs trendy terms like "work-life…
The Perfect RIAWholesaler Who Saw The Light With Guest Anthony Zanetti
In this episode of Confessions from a Former Wholesaler, Matt is joined by Anthony Zanetti from Mardin Capital Group to share his experience in wholesaling and…
The Perfect RIADo NOT Say That To A Client [Episode 235]
In today's episode of The Perfect RIA, Matt and Micah are getting real about client communication because the words you choose have the power to either elevate…
The Perfect RIAImpactful Meetings, Wholesaler Perspectives, and Client Retention
In this recap episode, we're sharing how Monday, Matt and Micah emphasized the crucial role of financial advisors in their clients' lives, focusing on surge…
The Perfect RIAAre You Sticky?
Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space…
The Perfect RIAConfessions Of A Wholesaler with Guest Greg Goin
Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable…
The Perfect RIATwo Most Important Parts of a Surge Meeting [Episode 234]
Matt and Micah are unraveling the intricacies of client meetings and the pivotal role financial advisors play in their clients' lives. They're exploring the…
The Perfect RIAValue Delivery, Transformative Coaching, and Navigating Legal Challenges
On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on…
The Perfect RIAStupid Games = Stupid Prizes
Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the…
The Perfect RIAThe Power of Coaching With Guest Scott Rusnak
Matthew Jarvis welcomes back Scott Rusnak, an EOS implementor and Matt's personal coach, to explore the pivotal role of coaching in personal and professional…
The Perfect RIAValue Sledgehammer or Volume Sucker Punch? [Episode 233]
In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds…