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 RIAEstate Planning Value, Client Complexities, and Balancing Service With Personal Growth
On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients…
The Perfect RIAActs Of Service
Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service person…
The Perfect RIAThe Complexity Curve with Guest Paul Saganey
Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck…
The Perfect RIAThrowback: Asking Questions That Matter For Estate Planning
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that…
The Perfect RIAMastering Communication, Delegation Secrets, and Personal Growth
On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to…
The Perfect RIAShowin' Up For A Fight
Jamie discusses the importance of recognizing when to step away from unnecessary conflicts in our lives, emphasizing that not every fight requires our presence…
The Perfect RIADelegating for Success with Guest Karen Stewart
Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of…
The Perfect RIAHow To Get More At-Bats [Episode 231]
Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for…
The Perfect RIATransparency, Energy Awareness, and Practicing Value Adds
In today's recap, we're first revisiting Monday's episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with…
The Perfect RIATrust But Verify
Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She's outlining Surge and how it revolves around the…
The Perfect RIAEvent Planning and Energy Mastery with Guest Kat Eletskikh
In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP board. Kat…
The Perfect RIASo Is This What You Do In YOUR Practice? [Episode 230]
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 RIAMastering Time, Evolving Beliefs, and Conference Connections
On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. Michael…
The Perfect RIAJiving With Jennifer
Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous…
The Perfect RIAThe Power Of Beliefs With Guest Wayne Firebaugh
Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having…
The Perfect RIAMastering Time with Guest Michael Kitces [Episode 229]
On today's episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this special…
The Perfect RIAProspect Objections, Consistency, and Effective Marketing
On Monday, Matt and Micah were reflecting on the core reason behind starting The Perfect RIA podcast - to bridge the gap between advice shared and the reality…
The Perfect RIAIt Takes 6 Months Bruh
It's time to talk about marketing as Jamie discusses its effectiveness. She's dispelling the misconception that small marketing efforts instantly will yield a…
The Perfect RIAHarnessing Consistency for Success with Guest Evan Mayer
Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his…
The Perfect RIAWhat Are Prospects ACTUALLY Saying [Episode 228]
Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll…
The Perfect RIABusiness Planning, Effective Communication, and The Human Element
On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business…
The Perfect RIATalking Sugar Honey Ice Tea
Did that text really mean what YOU thought it meant? Jamie is digging into the critical importance of effective communication in navigating the diverse…
The Perfect RIAHarmonizing with Your Ideal Assistant with Guest Theresa Summerlin
Micah is taking the reigns in today's guest episode as he discusses his journey of bringing on an assistant with Theresa Summerlin from Belay. Theresa shares…
The Perfect RIALocation, Location, Location [Episode 227]
It's October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn't just about meeting clients—it's a litmus test for their strategies…
The Perfect RIAExtreme Accountability, Leadership, and Client Relations
Monday kicked off with an extraordinary coaching session as Matt and Micah welcomed John McKinley from the Invictus program to tackle his head trash related to…
The Perfect RIAYou're Pi$$ing Me Off - Part 2
Jamie is dishing on the finer points of client interactions that really get under her skin. Building on the previous week's discussion about team members not…
The Perfect RIANavigating Leadership Waters with Guest Carlos Mendez
Matthew is joined by the incredible Carlos Mendez from Echelon Front, a company co-founded by the renowned Jocko Willink. Carlos, with an impressive 21-year…
The Perfect RIAHoly Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]
It's coaching time! In today's special episode, Matt and Micah are joined by INVICTUS member John McKinley as he bravely steps into the coaching ring after…
The Perfect RIAQuantifying Success, Recruitment, and Effective Leadership
We're recapping Matt and Micah's discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-year push…
The Perfect RIAYou're Pi$$ing Me Off - Part 1
Jamie is sharing her frustration when people disregard her instructions, leading to problems she must later resolve, highlighting the scenario where team…
The Perfect RIARecruitment Strategies and Talent Retention with Guest Yosef Colish
Matt is joined by Yosef Colish from Leah Yosef International, an experienced executive recruiter specializing in the financial advisory sector, for a deep dive…
The Perfect RIAMeasure What Really Matters? [Episode 225]
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 RIAExceptions, Mindset, and Owning Who You Are
We're recapping Micah's true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary but…
The Perfect RIAOwn It Already!
Jamie's tackling identity and ownership and the gritty reality of pursuing your dreams. She shares the need to confront the uncomfortable truth: not everyone…
The Perfect RIARaising Your Gaze and Being Coachable with Guest Nic Yeomans
Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the…
The Perfect RIAA Disturbance In The Force… [Episode 224]
Micah and Matt are ready for some confessions in today's episode about exceptions to the rules. And how, by having well-defined systems, you can also have more…
The Perfect RIAThe Real Deal on Investments, Bookkeeping, and Succession Planning
We're recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to realizing…
The Perfect RIASucce$$ion
Jamie is sharing that in a world of financial advisors claiming to be "comprehensive," they've done a terrible job distinguishing what they do and who they…
The Perfect RIADelegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld
In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture…
The Perfect RIAMy Investments Are Bigger Than Yours [Episode 223]
In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects…
The Perfect RIADecoding Delegation, Client Themes, and Hiring Wisdom
Let's talk about the reality of assistant expectations in the world of leadership. We're recapping Matt and Micah's experiences and insights on effective…
The Perfect RIAYou Promised What?!
In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate…
The Perfect RIACommon Assistant (Team) Myths [Episode 222]
Matt and Micah are tackling the art of delegation and team leadership. From the pitfalls of assuming assistants can work magic to the critical importance of…
The Perfect RIASurge Success, Epic Adventures, And Humility
In this recap, we'll start by breaking down the myths around surge schedules, the importance of maintaining a set calendar, and invaluable tips on…
The Perfect RIACurious ?'s
Jamie emphasizes the significance of beginning your career journey at the grassroots level, debunking the prevalent notion that instant success is attainable…
The Perfect RIAJourney Beyond The Doorstep Mile With Guest Charlie Walker
Matt dives into the incredible journey of adventurer and author Charlie Walker from the UK, who shares his lessons on curiosity, courage, and taking the first…
The Perfect RIAWait? Surge Again? Hell Yeah! [Episode 221]
Surge is around the corner, and Matt and Micah are diving into this game-changer for financial advisors. Discover how strategic calendar management can reshape…
The Perfect RIADecoding Value, Compliance Insights, and Leadership Guidance
Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and…
The Perfect RIAYou 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 RIASunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley
Matt is joined by Chris Stanley from Beach Street Legal, a specialized law firm and compliance consultancy exclusively dedicated to Registered Investment…
The Perfect RIASTOP Delivering Value! [Episode 220]
In today's episode, Matt and Micah dive into a critical distinction between internal team language and client communication when discussing value. Drawing from…
The Perfect RIATax Projections, Crushing the Noise, and Mastering Client Onboarding
Using software for tax projects can't replace the expertise of a skilled financial planner or human touch and understanding. The craftsman behind the tools…
The Perfect RIADude, You Started It!
Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content…
The Perfect RIACutting Through the Noise With Guest Matt Halloran
In today's episode, Matt is joined by Matt Halloran from ProudMouth to explore the concept of unapologetically being yourself in your content. This…
The Perfect RIAYou Can't Do A Tax Projection Without Software…Or Can You? [Episode 219]
In today's episode, Matt and Micah talk about the intricacies of tax projections and financial planning and the vital role of human expertise and critical…
The Perfect RIAProspecting, Overcoming Fears, and Sharing Your Voice
In today's recap, we'll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of…
The Perfect RIAStop Being A Failure
Jamie delves into the power of fear and how it holds us back from achieving greatness. She encourages reflection on moments of uncertainty and discomfort in…
The Perfect RIAYour Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor
Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for…
The Perfect RIAYou Thought It Would Be Easy…[Episode 218]
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They…
The Perfect RIADIYers, Navigating Challenges and Delivering Value in Client Interactions
Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and…