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 RIAFricken DIY'ers
Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering…
The Perfect RIAJust Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
Amyr Rocha Lima joins today's episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It's time…
The Perfect RIAEverybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY…
The Perfect RIASales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking chances? Do…
The Perfect RIANo One Wants To Talk To You
Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what…
The Perfect RIAUnleashing the Power of Virtual Assistants with Guest Karen Stewart
In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen…
The Perfect RIAConquer or Crumble: How's Your Prospecting Going? [Episode 216]
Matt and Micah discuss the power of effective sales and prospecting strategies. They'll highlight the importance of being intentional with time, taking risks…
The Perfect RIASmall Details, Custodians, and What To Say
Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting? Curious…
The Perfect RIASay This
Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, and even family members. She emphasizes…
The Perfect RIADisrupting Giants With Guest Jason Wenk
In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching his own…
The Perfect RIAIt's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
In today's episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things - because they DO matter…
The Perfect RIARockstar Teams, Trainings, and Career Enterprise Value
Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have you…
The Perfect RIAMy Team S*&!S
Are you struggling with assembling the perfect team? In today's episode, Jamie breaks down creating a team filled with rockstars, from where to place those…
The Perfect RIAUnveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond
Matt is joined by Louis Diamond, President of Diamond Consultants, a leading financial advisor recruiting firm. They delve into the often misunderstood world…
The Perfect RIAHow To Train Your Team [Episode 214]
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 RIASuccess Strategies, Client Value, and Niche Mastery
In today's episode, we explore the art of saying "no", setting intentions to prioritize what truly matters, and seven tips that are stopping you from achieving…
The Perfect RIANiche Slapping Time
Jamie explores the question of whether it's better to be an expert in one subject or have knowledge in multiple subjects. Becoming an expert in one subject has…
The Perfect RIATop 7 Things You Have To Stop Doing To Be Successful [Episode 213]
What do you need to pay the most attention to in order to grow, and have you considered the little things that you do that are stopping you from becoming…
The Perfect RIA10Xing, Technology, and Toxic Charity
Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging technology…
The Perfect RIACharity Is Toxic?
As an advisor, you want to help people. You're likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at what…
The Perfect RIALeveraging 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 RIATrying To 10X? Just Do The Work! [Episode 212]
2Xing is great, so naturally 10X sounds even better, right? But is it actually easier? In today's episode, Matt and Micah talk about how sometimes people…
The Perfect RIALaziness, Continuous Practice, and Keeping Your Routines
Are you looking for an excuse for why you can't do the hard things? How much practice are you putting in, and are you seeking out those who are excelling? Do…
The Perfect RIAGod Didn't Make Tables!
It's summer, and you're outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today's episode, Jamie…
The Perfect RIAImproving Through Mentorship And Practice With Brady Bassford
Advisors who are at the top of their game didn't get there by accident. It's through constant learning, improvement, and putting in the reps that you get to…
The Perfect RIAStop Being Lazy [Episode 211]
Most advisors would never say that they're bored; instead, the most common reason they claim they're unable to change or improve is that they're too busy. In…
The Perfect RIAToo Many Clients, Core Values, and Bad Leaders
Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your business…
The Perfect RIALeaders You Shouldn't Follow
Are you the type of leader who wants to be liked, and you'll do everything to make that a reality? What if, by doing that, you're destroying your organization?…
The Perfect RIACore Values With Guest Ross Welte
Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today's episode, Matt is joined by Ross Welte from 5…
The Perfect RIAWhy Are 50 Clients Too Many? [Episode 210]
If an advisor says that it's only possible to serve a certain number of clients, would you believe them? Instead, you should consider where that and any other…
The Perfect RIACreating Content, Simplifying Taxes, and Why Words Matter
How much and what are you doing to create and prepare for sharing content? Discussing tax strategies can be hugely beneficial for your clients, but are you…
The Perfect RIAWords Matter
Do your clients need financial credentials to understand what you're saying because it's all industry jargon? And if you think that hitting a certain number of…
The Perfect RIAMaking Taxes Easy with Guest Steven Jarvis
When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How about…
The Perfect RIACreating Valuable Content [Episode 209]
Creating content is easy, right? You hit record or start typing, and then it's magic! What typically happens is you forget your ABCs as soon as you hit that…
The Perfect RIAFinancial Undressing, Team Building, and Taking Criticism
Are you connected with others who have the same mindset as you that can help you understand what's really happening in your practice? Are you open to…
The Perfect RIATaking Criticism
Are you a keyboard warrior or the one calling the shots from the cheap seats? Or are you constantly praising others or expecting the same in return?…
The Perfect RIATeam 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 RIAWhy Financial Undressing Matters [Episode 208]
If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or…
The Perfect RIAStacking The Odds, Writing Legacy Letters, and Continuous Team Training
Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of…
The Perfect RIAYou 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 RIAThe Value Of Writing A Legacy Letter With Guest Blake Brewer
If you had the chance, would you take the time to write a letter to those who you love? One that could help them throughout their lives or bring them peace…
The Perfect RIAStacking The Odds In Your Favor [Episode 207]
Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just…
The Perfect RIAProspect Process, Forcing Mechanisms, and Unlimited Access
Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep…
The Perfect RIAHow You Can Offer Unlimited Access
When you bring on clients to your practice, you're looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach…
The Perfect RIAUnique Forcing Mechanisms with Guest Dave Zaegel
Playing office is a hard habit to break. We all do it, but have you taken the time to look at where you're wasting your time and the impact it's having on your…
The Perfect RIAJust Cause Your Breath Stinks, Don't Change The Process [Episode 206]
When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the…
The Perfect RIAWalls, Right Fits, And What Will Get You Fired
Do you believe that there is a capacity wall that requires you to hire another advisor? Or that this is just a self-limiting belief and you can push past that?…
The Perfect RIAWhat Gets You Fired
Finding the right people for your organization is a challenge, but once you do, how do you make sure they're living up to their potential, and how do they…
The Perfect RIAThe Right Value And The Right Clients with Guest Jason Speciner
An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they're the right fit for your firm, and who is…
The Perfect RIAWall, What Wall? [Episode 205]
Have you ever experienced someone telling you that your growth plans are wrong or not achievable? If so, then you've had the unfortunate experience of dealing…
The Perfect RIASurge Abandonment, Content Marketing and Amateur Hour
Would you run a marathon the day you decide to start running? If not, then you'll understand that jumping from zero surge meetings to 30 in a week is not a…
The Perfect RIAAmateur Hour
When it comes to presentations, whether in front of a large audience or with a client, are you winging it? If you don't take the time to practice, how do you…
The Perfect RIAContent Marketing With Guest Dave Zoller
Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to…
The Perfect RIADid Surge Abandon You? [Episode 204]
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 RIAFollow Up Friday - The Office Will Burn Down If You Go On Vacation
Have you considered that your productivity may be stagnant because you never leave the office, you're constantly working, and therefore never NOT working? Have…
The Perfect RIAWorlds to Conquer - When #$@# Goes Wrong
Don't kid yourself. You know that it's not a matter of if things will go wrong, but a matter of when. And when it happens, how are you handling it? Is it full…
The Perfect RIAWhat Works Wednesday - The Seller's Journey With Guest Denise Logan
The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or…
The Perfect RIAThe Office Will Burn Down If You Go On Vacation [Episode 203]
Is having an office that hasn't been burnt to a crisp the threshold you're working under when you take time out of the office? Or are you operating on the…
The Perfect RIAFollow Up Friday - Do You Even Have Credibility?
Are you aware of all the little things that can help or hurt your credibility, such as relating to your clients on an emotional level? Do you look at your…
The Perfect RIAWorlds To Conquer - Chasing Money VS. Delivering Massive Value
Are you so focused on money that it's your primary objective in your career as a Financial Advisor? If so, you'll never be satisfied with your goals. On…