The Perfect RIA

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Goal Setting Gone Right: Stop Faking It, Start Making It Feb 21, 2025

Show notes

In this week's Follow Up Friday, Amber Kuhn recaps an insightful conversation between Matt and executive coach Kristen Burke about the art and science of goal achievement. While many advisors start the year with enthusiasm, that initial energy often wanes as the first quarter progresses. Kristen, drawing from her extensive experience coaching advisors since 2009, revealed that success lies not in attempting wholesale changes but in mastering one goal at a time. She shared four essential characteristics of successful goal achievers while also highlighting the value of having a coach to guide and support individuals in their journey.

Resources in today's episode:

- Episode Website - From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]

From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296] Feb 17, 2025

Show notes

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial advisors' ambitious plans fall short and reveal the key elements that transform good intentions into tangible results.

They unpack the four essential pillars of goal achievement: clarity, confidence, courage, and consistency, and share insights on how sustainable success comes from deliberate, incremental progress rather than dramatic overhauls.

Kristin introduces her innovative Friday ritual – a practical reflection and planning practice that's helped countless advisors stay on track. She explains how focusing on specific, trackable activities creates a reliable path to reaching larger objectives, replacing the common trap of vague goal-setting with actionable strategies.

From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Kristin Burke: Website | LinkedIn- Elite Achievement Podcast: EP 107. Elevate Your Practice: From Financial Strain to Financial Success with Matthew Jarvis

Why Two Advisors Decided to Spill Their Secrets Feb 14, 2025

Show notes

In this week's Follow Up Friday, Amber Kuhn highlights the origin story of why Matthew Jarvis and Micah Shilanski started The Perfect RIA. Matt and Micah revealed how the landscape of financial advising was once shrouded in mystery, with successful advisors keeping their strategies close to the chest, and they found themselves navigating through well-meaning but often theoretical advice from people who hadn't actually implemented what they were preaching. After years of trial and error, they discovered that their unconventional approach to running their practices, though criticized by industry standards, was working exceptionally well.

Their commitment to transparency and real-world experience led to their first (albeit unreleased) podcast attempt, eventually evolving into the weekly show we know today. The heart of their message centered on the importance of community and the power of shared experience. The Perfect RIA has become more than just a podcast – it's a forcing mechanism for growth and a platform for industry transformation.

Resources in today's episode:

- Episode Website - Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]

Beyond the BS: What Actually Works in Financial Planning [Episode 295 ] Feb 10, 2025

Show notes

In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors everywhere dive into their new year planning, these seasoned pros share what actually drives success in financial planning – and it's not what most Instagram gurus would have you believe. They tackle the real challenges of entrepreneurship in financial services, offering insights that go beyond the typical "top ten tips" you'll find in industry publications. They explore how they've transformed their practices from standard portfolio management shops into businesses that deliver meaningful, life-changing value to clients.

The conversation takes an honest turn as they dissect the role of community support and mastermind groups – because, let's face it, sometimes you need someone to tell you when your brilliant idea isn't so brilliant. Drawing from their podcast journey, they offer a reality check on what it really takes to succeed in this industry (hint: it's not another certification).

Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]

Resources in today's episode:

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

Estate Planning: From Checkbox to Cornerstone Feb 07, 2025

Show notes

In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical importance. On Monday, Micah shared his successful approach of making estate planning the first priority with new clients, emphasizing the value of supporting clients throughout the entire process rather than simply directing them to an attorney. He and Matt stressed the importance of advisors experiencing estate planning firsthand, demonstrating how personal experience can help advisors better relate to and guide their clients.

Resources in today's episode:

- Episode Website - A Trust Will Solve All My Problems… [Episode 294]

A Trust Will Solve All My Problems… [Episode 294] Feb 03, 2025

Show notes

In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mistakenly consider estate planning a simple checkbox task when it actually requires ongoing attention and care. They share invaluable insights from their years of experience, emphasizing that successful financial advisors must actively guide their clients through each step of the estate planning journey.

Drawing from their own practices, Matt and Micah discuss the delicate art of managing client expectations, particularly when dealing with complex trust arrangements. They stress the power of personal storytelling, encouraging advisors to share their own estate planning experiences to build authentic connections with clients. They make a compelling case for dedicating specific meetings solely to estate planning rather than treating it as a secondary topic.

A Trust Will Solve All My Problems… [Episode 294]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Estate Planning Masterclass

Beyond the Numbers: The Human Side of Retiring Jan 31, 2025

Show notes

In this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirement Stepping Stones." The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony's approach to retirement planning. This devastating experience led Tony to revolutionize his approach to retirement planning where he discovered a critical gap. While financial readiness is essential, it's just one piece of the retirement puzzle.

Resources in today's episode:

- Episode Website - The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293] Jan 27, 2025

Show notes

In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. Sharing the heart-wrenching story of his mother's struggle with mental health after retiring, Tony reveals how this experience transformed his approach to financial advising. He discovered that while managing money is crucial, helping clients discover their post-retirement purpose and legacy is equally vital for their wellbeing.

Drawing from his experiences and insights, Tony has developed comprehensive resources including his groundbreaking book, "Retirement Stepping Stones," which offers both advisors and clients practical strategies for navigating the psychological aspects of retirement. Perhaps most importantly, Tony emphasizes a profound truth about effective advising: before guiding clients through their journey of self-discovery, financial advisors must first commit to their own personal growth and development.

The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

Resources in today's episode:

- Matt Jarvis: LinkedIn | Website - Tony Hixon: LinkedIn - Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy - The Purpose Driven Retirement Coaching Guide™ Online Course For Financial Advisors *Use code: PerfectRIA for 15% off **This course is approved for 2 hours of CE credit - Being Above Or Below The Line With Guest Adam Silberstein

Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline Jan 24, 2025

Show notes

In this week's recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and Micah emphasized that successful financial advisory practices need more than just revenue goals – they need sustainable double-digit client growth to maintain and increase practice valuations.

The heart of their message centered on the sometimes uncomfortable but crucial practice of "financial undressing" – laying bare your practice's real numbers rather than the ones you might be telling yourself.

And when it comes to prospecting, Matt and Micah drew a clear distinction between leads and prospects, emphasizing the importance of having a well-defined process from initial contact through onboarding. They stressed that top-performing offices review their pipeline weekly, tracking everything from contact rates to close ratios, even if it means confronting rejection head-on.

Resources in today's episode:

- Episode Website - So, How Will You Get All Those New Clients? [Episode 292]

So, How Will You Get All Those New Clients? [Episode 292] Jan 20, 2025

Show notes

In this episode, Matt and Micah tackle the age-old question: how can advisors transform their practices from good to extraordinary? They reveal why shooting for double-digit client growth isn't just ambitious – it's necessary for a thriving practice in today's competitive landscape.

But it's not all about the numbers (though they're pretty important). The episode unpacks the critical role of financial addressing – think of it as your practice's GPS, helping you navigate through potential gaps and opportunities. Matt and Micah emphasize the value of having someone who'll challenge your figures and push back on your assumptions because, let's face it, sometimes we all need a reality check.

The conversation takes a practical turn as they dissect the prospecting process, showing how tracking metrics can transform your client acquisition strategy. They stress that your prospect process shouldn't be a well-kept secret – it should be as clear as day to your entire team.

So, How Will You Get All Those New Clients? [Episode 292]

Resources in today's episode:

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

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