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 RIAWhat Works Wednesday - Working Past Limitations With Guest David Edmisten
Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today's What Works Wednesday, Matt is…
The Perfect RIADo You Even Have Credibility? [Episode 202]
You know that with your clients, everything you do either helps or it hurts - everything counts! On today's episode, Matt and Micah discuss all things…
The Perfect RIAFollow Up Friday - Why Aren't You Delegating To A Virtual Assistant?
Bringing on a high-caliber assistant can mean the difference between someone who knows how they can help you versus someone who just responds to a task, but…
The Perfect RIAWorlds to Conquer - Client Events and Executive Assistants
Do you have someone in charge of expected and unexpected needs when planning a client event? On today's Worlds To Conquer, Jamie shares some of the questions…
The Perfect RIAWhat Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino
Are you being your own assistant and handling things you shouldn't? On today's What Works Wednesday, Matt is joined by Tricia Sciortino, the CEO of BELAY…
The Perfect RIAWhy Aren't You Delegating To A Virtual Assistant? [Episode 201]
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 Perfect RIAFollow Up Friday - F*ing WORK!
How much time, energy, and practice do you put into preparing for client events or meetings? Do you have a plan for when things will go wrong? How intentional…
The Perfect RIAWorlds to Conquer - Executive Assistants And Email Delegation
Do you wonder what you could do if you had a little more time? Imagine having someone dedicated to handling everything except for the tasks that only you can…
The Perfect RIAWhat Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis
Performers on a broadway show don't just go on stage and decide what they're going to sing that night, they're prepared. Same with a comedian, their…
The Perfect RIAF*ing WORK! [Episode 200]
It's important to have efficiency in your practice, doing things faster, but what about the effectiveness of what you're doing? Waving a magic wand won't get…
The Perfect RIAFollow Up Friday - Delegation 101
Do you feel guilty about the thought of bringing someone on to handle tasks that you could do yourself? Do you also feel guilty about not making your own…
The Perfect RIAWorlds to Conquer - Do You Need An Executive Or Virtual Assistant?
Do you feel guilty thinking you don't need someone else doing a task you could do yourself? Imagine having an assistant who could help give back time in your…
The Perfect RIAWhat Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein
Do you sometimes wonder why you act a certain way when you get upset or why you get so emotional sometimes? You want to feel your emotions but also be in…
The Perfect RIADelegation 101 [Episode 199]
Are you overwhelmed, but you feel like you don't have the time to delegate, or assume you need to create a 50-page documented process for delegation? News…
The Perfect RIAFollow Up Friday - What To Do When You're Out Of The Office
Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to…
The Perfect RIAWorlds to Conquer - 10X Your Practice - A Financial Advisor's Perfect Week
Surge is a hyperfocused time for you and your team, but once it's done, do you feel uncertain about how to make sure you're focused on your goals and moving…
The Perfect RIAWhat Works Wednesday - Education Planning With Guest Fred Amrein
College planning is a lifetime decision, from saving to loan repayment, and what about planning for graduate school? On today's What Works Wednesday, Matt is…
The Perfect RIAWhat To Do When You're Out Of The Office [Episode 198]
Surge is a high-intensity time for you - tons of client meetings, early mornings, and the constant need to be 'on.' But what about after surge? On today's…
The Perfect RIAFollow Up Friday - 10X Your Practice By Going Old School
Do you assume that if someone is successful and things look easy for them or do you realize they've been putting the reps in? Do you consider yourself a…
The Perfect RIAWorlds To Conquer - What Is BackStage Pass?
Would you rather learn from someone who is a so-called expert or someone who truly knows what they're talking about and is willing to be transparent about what…
The Perfect RIAWhat Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat
Do you feel that you must be on par with The Wall Street Journal in order to educate your clients? On this week's What Works Wednesday, Matt is joined by Paul…
The Perfect RIA10X Your Practice By Going Old School [Episode 197]
Do you assume that for someone successful that things just come easy to them, or do you realize that they're likely putting in the reps? On today's episode…
The Perfect RIAFollow Up Friday - Moving The Needle
Everyone gets distracted sometimes, but are you noticing when you're playing office versus doing the work that will help propel you further? Do you realize…
The Perfect RIAWorlds to Conquer - Stop Being A Slacker
Lifestyle doesn't mean being lazy. Do you have your goals, and you want growth, but you continue to be stuck in the same spot? First, you must understand that…
The Perfect RIAWhat Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA
Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven…
The Perfect RIAMoving The Needle [Episode 196]
How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you planning your…
The Perfect RIAFollow Up Friday - 10X Your Practice
Do you have big dreams and goals? Are you doing the same activities, thinking that things will magically change? What is your mindset about your goals, your…
The Perfect RIAWorlds to Conquer - Change Happens When Four Things Occur In Your Life
If you're serious about 10Xing your practice, you need to recognize the four times that a person will implement change. Implementing policies and procedures or…
The Perfect RIAWhat Works Wednesday - An Abundance Mindset With Guest Bryan Sweet
Do you find yourself making excuses as to why you could never have your dream practice? Or are you afraid of doing things unless you feel they're perfect? On…
The Perfect RIA10X Your Practice [Episode 195]
Do you have big aspirational goals? Elon Musk's goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones…
The Perfect RIAFollow Up Friday - Lifestyle Is Worth Less Than Wirehouse
Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be…
The Perfect RIAWorlds to Conquer - Are You Ready To 10X Your Practice?
Warning! If you are ready to give up on your goals, then just move along. Really… We recommend that you only listen to today's Worlds To Conquer if you are…
The Perfect RIAWhat Works Wednesday - Finding Fulfillment With Coach Brett Baughman
How do you get to the point where you're at, or getting towards, your highest potential? And do you spend your day being reactive instead of proactive? On this…
The Perfect RIALifestyle Is Worth Less Than Wirehouse [Episode 194]
Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today's episode, Matt and…
The Perfect RIAFollow Up Friday - What Is Too Much Value?
If you think you're delivering too much value (really??!), it may just be that you're failing to deliver it correctly. When you're creating content for your…
The Perfect RIAWorlds to Conquer - Your Surge Questions Answered
Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some…
The Perfect RIAWhat Works Wednesday - Client Events With Chad Hufford
How are you deciding ways to connect with your clients throughout the year? If it's to update them on the latest news story without any true purpose, then you…
The Perfect RIAWhat Is Too Much Value? [Episode 193]
When you imagine value as a sledgehammer, does that seem positive or negative to you? On today's episode, Matt and Micah talk through what it means to deliver…
The Perfect RIAFollow Up Friday - We Don't Need Surge, We Need Prospects
Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating…
The Perfect RIAWorlds to Conquer - A Detailed Look At Surge
Are you ready to implement surge, but you're unsure of what this truly looks like both for the advisor and the team? On today's episode, Jamie breaks down…
The Perfect RIAWhat Works Wednesday - Creating A Surge Process That Works For You With John Mason
When implementing surge, it's important to be intentional about your time and schedule, and understand what you're solving for. On today's episode, Matt is…
The Perfect RIAWe Don't Need Surge, We Need Prospects [Episode 192]
Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful experience…
The Perfect RIAFollow Up Friday - Your Q1 Surge Plan
Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires preparation leading…
The Perfect RIAWorlds to Conquer - Surge And Questions For Your Team
You can't assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today's episode, Jamie…
The Perfect RIAWhat Works Wednesday - The Advisor Path With Ben VerWys
If you're good at what you do, it's understandable that there can be endless opportunities available to you. On today's episode, Matt is joined by Ben VerWys…
The Perfect RIAYour Q1 Surge Plan [Episode 191]
With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients? On this…
The Perfect RIAFollow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks
Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your…
The Perfect RIAWorlds to Conquer - Surge: Schedules and Teams
You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and understanding…
The Perfect RIAWhat Works Wednesday - Pushing Your Comfort Zone With Bryan Garris
There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make changes in…
The Perfect RIABest Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]
It's possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your…
The Perfect RIAFollow Up Friday - What If You HAD To Double Your Productivity?!?
What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are…
The Perfect RIAWorlds to Conquer - Defining Value With Your Team
Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today's…
The Perfect RIAWhat Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman
Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On this…
The Perfect RIAWhat If You HAD To Double Your Productivity?!? [Episode 189]
We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours and…
The Perfect RIAFollow Up Friday - The Goal Of The Perfect RIA
Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you're…
The Perfect RIAWorlds to Conquer - Getting Uncomfortable With Your Goals
Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today's…
The Perfect RIAWhat Works Wednesday - Deal Structures and Trends In The M&A Market
What happens when a senior advisor is looking to sell their practice to a junior advisor, but there's a large gap between the firm's valuation and the…
The Perfect RIAThe Goal Of The Perfect RIA [Episode 188]
Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent…
The Perfect RIAFollow Up Friday - Why Is Playing Office Such An Evil?!?
How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently started…
The Perfect RIAWorlds to Conquer - Goals And Productivity
Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do you spend time…