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 - Surge Meeting Mistakes Aug 12, 2022

Show notes

What to avoid when planning surge.

https://bit.ly/3QotMfm

Worlds To Conquer - Calendaring Surge Aug 11, 2022

Show notes

What to know about running surge.

https://bit.ly/3Jt1eiw

What Works Wednesday with Guests Steven Jarvis and Leila Shaver Aug 10, 2022

Show notes

As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financial planning process. So, what advice can we give without crossing any lines—while still providing the most value to our clients? Steven Jarvis, CPA, and Leila Shaver, attorney, join Micah on this episode to discuss what is okay (and what is not okay) to converse about with your clients.

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

Surge Meeting Mistakes [Episode 164] Aug 08, 2022

Show notes

If you jump headfirst into the pool of surge meetings, you're going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share the common mistakes they see people making when doing surge. You will get some great tactics that will ensure that your surge runs smoothly and effectively in the future.

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

Follow Up Friday - Estate Planning and Fall Surge Aug 05, 2022

Show notes

How traveling and being out of the office is like cruise control on a car, dealbreakers, and more.

https://bit.ly/3OQfWRK

What Works Wednesday with Guest Alan Moore Aug 03, 2022

Show notes

Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best advisors for their clients, while others want to not only do good for their clients, but also make a shift in their lives and the lives of other advisors along the way. The latter is exactly what Alan Moore decided to do. Alan is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. In this episode, Alan joins Matthew to share his journey, including his advice for any young financial advisors looking to get started in their careers.

You can find show notes and more information by clicking here: https://bit.ly/3vhQi1B

Estate Planning and Fall Surge [Episode 163] Aug 01, 2022

Show notes

In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully. They share specifically how key your estate planning process is and where you absolutely need to be involved as an advisor.

You can find show notes and more information by clicking here: https://bit.ly/3J6BEzO

Follow Up Friday - What Does Family First Mean To You? Jul 29, 2022

Show notes

Where advisors struggle with prioritizing business AND family.

https://bit.ly/3BbrrjF

What Works Wednesday with Guest Joe Curry Jul 27, 2022

Show notes

Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it is essential to plan for the future of the firm, as well. Although he was running a successful practice already, Joe Curry, President & Financial Planner at Matthews + Associates Ltd., recognized that there were some big shifts that needed to be made to really elevate his practice to the next level. So, in this episode, Joe shares the changes he implemented in his practice and his advice for anyone hoping to do the same.

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

What Does Family First Mean To You? [Episode 162] Jul 25, 2022

Show notes

Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and energy to show up more fully for those that matter the most to you. In this episode, Matthew and Micah discuss the misconception of needing to prioritize your business and your clients while also prioritizing family and personal life.

You can find show notes and more information by clicking here: https://bit.ly/3chc3Yr

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