The Perfect RIA

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**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 implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you’re a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

Latest Episodes:

Follow Up Friday - Working With Family Sep 16, 2022

Show notes

Recapping the pros and cons of working with family.

https://bit.ly/3eDPdeM

Worlds To Conquer - Should I Hire A Family Member? Sep 15, 2022

Show notes

Settling the debate over whether it's a good idea to hire family members.

https://bit.ly/3QBnZCN

What Works Wednesday With Louis Diamond Sep 14, 2022

Show notes

Many advisors reach a point in their careers when they wonder if the firm where they're working is the best place for them to serve their clients and find their desired work-life balance. However, actually taking the next step and exploring this next phase can feel overwhelming. Where do you even begin? In this episode, Louis Diamond, President of Diamond Consultants, will be joining Matthew to discuss how to approach this next step in your life strategically so that there are no missteps made along the way.

You can find show notes and more information by clicking here: https://bit.ly/3R5CRuv

Working With Family [Episode 169] Sep 12, 2022

Show notes

Don't hire your family members—just don't do it. Matthew and Micah jump on today to discuss the dilemma of hiring family members and why it's a bad idea 99% of the time. They both share from their own experience working with family, offering examples of how it can go really wrong. If you are considering hiring family, friends, or someone you would hesitate to fire for any reason other than performance, this is the perfect episode for you.

You can find show notes and more information by clicking here: https://bit.ly/3KwrR6W

Follow Up Friday - Running An Effective Team When You're Out Of The Office Sep 09, 2022

Show notes

Action items for making sure your practice doesn't burn down when you're away.

https://bit.ly/3KFzIio

Worlds To Conquer - Adding To Your Team - Hiring and Interviewing Sep 08, 2022

Show notes

Tips for finding, screening, and hiring candidates.

https://bit.ly/3cLcJ95

What Works Wednesday With Brendan Frazier Sep 07, 2022

Show notes

As an advisor, if you don't have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning comes down to good communication and a deep understanding of how your clients operate. In fact, the practices that are the most successful and have the best relationships with their clients have mastered the human side of finances. In this episode, Brendan Frazier, Founder of Wired Planning, will be joining Matthew to discuss the "softer side" of financial planning that everyone should be focusing on.

You can find show notes and more information by clicking here: https://bit.ly/3CE1k5z

Running An Effective Team When You're Out Of The Office [Episode 168] Sep 05, 2022

Show notes

If nothing gets done when you leave the office, is it because you don't have a rockstar—or is it because you suck as a leader? In this episode, Matthew and Micah are joined by their partner and chief technology officer, Orion Matthews, who joins in on the discussion about the issues advisors face when they need to be out of office for any reason. You will get insight into what goes wrong and why having the right team leadership will be a game-changer for your business.

You can find show notes and more information by clicking here: https://bit.ly/3POK1l9

Follow Up Friday - How Surge Works For New Relationships And Clients Sep 02, 2022

Show notes

Recapping this week's episodes and action items to implement right away.

https://bit.ly/3PO66QR

Worlds To Conquer - When I Surge, You Surge, We Surge Sep 01, 2022

Show notes

How surge works with family units and dynamics.

https://bit.ly/3KltNz3