The Perfect RIA

Latest Episodes:

Encore Episode: Should I Fire My Team? Sep 26, 2025

Show notes

There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and you realize all your problems aren't solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team.

Listen in to hear about the importance of not only choosing the right person, but also being a leader that sets up a clear path of training and success for your employees. The guys also share tips on how to ensure you're getting a rockstar hire on your team, as well as important, actionable ideas for you to implement with your team that will help them (and you!) improve and reach a higher level of efficiency and success.

Encore Episode: Should I Fire My Team?

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Navigating Team Dynamics: Lessons in Leadership [Episode 327] Sep 22, 2025

Show notes

In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and the psychological challenges of employee dismissals. They share personal experiences and insights on hiring strategies, emphasizing the need for clear expectations and accountability within teams. The conversation also highlights actionable takeaways for improving team dynamics and ensuring a positive client experience.

Navigating Team Dynamics: Lessons in Leadership [Episode 327]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Encore Episode: When Prospecting Goes Wrong Sep 19, 2025

Show notes

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients.

Encore Episode: When Prospecting Goes Wrong

100 Reasons Prospects Say No [Episode 326] Sep 15, 2025

Show notes

In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the importance of integrity, setting expectations, and the need for advisors to track their data to improve their practices. The conversation also highlights the difference between handling objections and answering questions, advocating for a coaching mindset to foster trust and success in client relationships.

100 Reasons Prospects Say No [Episode 326]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Encore Episode: How To Train Your Team Sep 12, 2025

Show notes

In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They'll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as key drivers and the logistics of team training.

Encore Episode: How To Train Your Team

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

The Importance of De-risking Your Practice With Ted Jenkin Sep 11, 2025

Show notes

In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, and the importance of de-risking practices. They explore the misconceptions around payouts, the risks associated with market fluctuations, and the necessity for advisors to understand their own financial planning and wealth gaps. The conversation emphasizes the value of selling practices and the potential for growth when leveraging talent effectively. Ted shares insights on how advisors can navigate their careers and make informed decisions about their practices.

The Importance of De-risking Your Practice With Ted Jenkin

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here

Discipline Equals Freedom: The Key to Success [Episode 325] Sep 08, 2025

Show notes

In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in client meetings, the difference between discipline and willpower, and the importance of building habits can significantly impact an advisor's effectiveness. The conversation emphasizes the psychological aspects of discipline and provides actionable items for advisors to improve their professionalism and client relationships.

Discipline Equals Freedom: The Key to Success [Episode 325]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Encore Episode: Business Planning Sep 05, 2025

Show notes

In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed.

Listen in as the guys explain how to make necessary changes in the new year, as well as the importance of holding yourself accountable. You'll learn how to time block, why short-term goals lead to long-term results.

Encore Episode: Business Planning

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

The Future of Financial Advising with Shelby Nicholl [Episode 324] Sep 01, 2025

Show notes

In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers the importance of understanding the fit test for advisors considering a move, the complexities of ownership in financial practices, and the emotional challenges faced during transitions. Shelby emphasizes the need for a solid communication plan for clients and outlines the timeline for transitioning firms. The discussion also touches on the worth of making a move and when it might be better to stay put.

The Future of Financial Advising with Shelby Nicholl [Episode 324]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Shelby Nicholl Website | LinkedIn

Encore Episode: Stop Talking Yourself Out Of The Sale! Aug 29, 2025

Show notes

It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client.

Listen in as they go over an important question to ask at the beginning of a meeting that may create valuable clarity, as well as the role of your ego (and how it often needs to be pushed out of the way so that you can be intentional about leaving room for improvement). You'll get valuable insight into how to better understand your clients and communicate in ways that actually allow you to deliver massive value.

Encore Episode: Stop Talking Yourself Out Of The Sale!

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

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