The Perfect RIA

Latest Episodes:

Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski Dec 15, 2022

Show notes

Hire family or don't hire family? This might depend on who you're asking. In the second part of this series, Jamie is joined by her father, the legendary Floyd Shilanski, to talk about the different aspects of a family firm. Jamie and Floyd will discuss how their firm, Shilanski and Associates, evolved from where Floyd and his wife Rosa started it to where it is today, as well of the realities of working in a family firm.

http://bit.ly/3VGOwBH

What Works Wednesday - Small Business Planning With Steven Jarvis, CPA Dec 14, 2022

Show notes

When discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they're solving for? Micah is joined on this What Works Wednesday by Steven Jarvis from Retirement Tax Services to talk about planning with small businesses. They'll discuss some of the myths surrounding LLCs and why you need to be able to explain to your clients how an LLC works.

Micah and Steven will discuss why you want to be involved before your client makes a decision on their business structure and ways that you can help your clients visually understand their business structure decision.

http://bit.ly/3OQ9FXY

Why Are Value Adds Amazing?! [Episode 182] Dec 12, 2022

Show notes

Value adds aren't a catchphrase; they're a way to provide specific, actionable advice to clients. But as with anything you choose to implement in your office, value adds should not only be systematized, but they also need your team's involvement. On today's episode, Matt and Micah will talk about how while value adds take time, by producing them, you're providing an opportunity for your clients to see the work you do for them as well as empowering them to take control of their finances.

Listen in as they discuss that value adds don't need to fit 100% of your clients and that the most important step you take is to do them. They'll also share what you need to take into consideration when providing value adds, such as your team's understanding and quality control.

https://theperfectria.com/podcast/182

Follow Up Friday - Value Adds: Buckets and Guardrails Dec 09, 2022

Show notes

When the markets are down, are you discussing investments and portfolios, or are you providing clients with a simplified report so they understand that adjustments can be made and they can still feel confident in their plan? How much do you think about the words that you use and the habits in your life? If you're working in a family firm and will be transitioning a book of business, have you thought about what plans need to be discussed and put in place? Listen in as we recap this week's highlights and action items.

http://bit.ly/3tXcfSk

Worlds to Conquer - Family Offices Dec 08, 2022

Show notes

When you hear that an advisor works for their parent, does that immediately conjure an idea that the advisor doesn't necessarily deserve to be in their role, as if something was just given to them? What if, instead, it actually meant that advisors needed to work twice as hard to prove their worth? In today's episode, Jamie kicks off a four-part series on working in a family office and why having really good expectations, creating business plans for transitions, and always asking, 'is this your best?' will set you and your team up for success.

http://bit.ly/3EA4dnx

What Works Wednesday - Creating Habits With Lindsay Picone Dec 07, 2022

Show notes

Have you thought about the impact of using the word 'should' and is it has a positive or negative meaning? On this What Works Wednesday, Matt is joined by competitive athlete, CrossFit, and habit coach, Lindsay Picone to discuss why it's important to focus on the verbiage that we use every day and how little changes can make big differences.

Lindsay will share that while it's wonderful to have big goals, breaking them down and simplifying individual items to turn into habits can further propel you in your life.

http://bit.ly/3Vq1QKY

Value Adds: Buckets and Guardrails [Episode 181] Dec 05, 2022

Show notes

When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with information on items that they can control and take action on? On today's episode, Matt and Micah will share how they've used Buckets and Guardrails to help their clients understand their cash flow and feel confident in their financial plan.

Listen in as Matt and Micah discuss how you can determine whether what you're saying is to fill up space in the absence of value and how you can simplify your client's reports in a way that makes sense. They'll also share how they present reports to their clients and the importance of surrounding yourself with a network of advisors performing at the level you want to be.

https://theperfectria.com/podcast/181

Follow Up Friday - When Value Adds Go Wrong Dec 02, 2022

Show notes

When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process could go wrong but learning from others' mistakes? If you're considering bringing on a new advisor to your firm, have you thought about how you'll make that transition a positive experience for you, the new advisor, and especially your clients? When you hire a new team member, do you have a plan in place to train them from day one and ensure they continue to grow professionally? Listen in as we recap this week's highlights and action items.

http://bit.ly/3OgsuTO

Worlds to Conquer - Training Your Team Dec 01, 2022

Show notes

When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your clients - so that client feels like the only client? On today's Worlds To Conquer, Jamie shares what steps she takes to train her team, not just when they start, but on a continual basis, so they are constantly learning. She'll also share the importance of note-taking and how it empowers you and your team.

http://bit.ly/3AnaaCS

What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty Nov 30, 2022

Show notes

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He'll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor.

Listen in as Matthew Daugherty discusses the steps that he takes, from bringing on a new team member to the ongoing process that he takes to help his team and his clients with a transition.

https://bit.ly/3Aq5EDM

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