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 - EVERYONE Charges A Premium Fee Jul 22, 2022

Show notes

Highlights from Monday's podcast.

https://bit.ly/3RF00Eu

What Works Wednesday with Guest Michael Henley Jul 20, 2022

Show notes

Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication and a willingness to not only learn new things, but also admit when you could improve on something. As the founder of Brandywine Oak Private Wealth, Michael Henley brings more than a dozen years of experience in providing financial advice and guidance to highly successful families. In this episode, Michael joins Matthew to share his advice on running a successful firm, including the importance of being vulnerable, honest and open to communication.

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

EVERYONE Charges A Premium Fee [Episode 161] Jul 18, 2022

Show notes

Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what is helping, what is hurting, and how to move past a sticky area that is holding you back. This is your chance to re-evaluate that head trash and finally take it out to the dump where it belongs.

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

Follow Up Friday - Kitces Office Hours Teaser Jul 15, 2022

Show notes

Why saying "no" is actually a good thing.

https://bit.ly/3ICcA3y

What Works Wednesday with Guest Benjamin Brandt Jul 13, 2022

Show notes

As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, many advisors feel hesitant to do so during a seemingly volatile time. Even so, it's important to remember that financial advisors and RIAs offer an incredibly valuable service to their clients. So, in this episode, Benjamin Brandt, CPA™ and Founder/President of Capital City Wealth Management, will be joining the show to share his recent experience with increasing his fees and advice for anyone thinking about doing the same.

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

Kitces Office Hours Teaser [Episode 160] Jul 11, 2022

Show notes

Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You will hear about the important time-management lessons he has learned over the years, as well as how he learned to be more intentional about his time. This is a value-packed episode that will give you all kinds of actionable ideas on how to manage your time and practice more effectively.

You can find show notes and more information by clicking here: https://bit.ly/3I8sH8D

Follow Up Friday - Discount Fee - Then Discount Advisor! Jul 08, 2022

Show notes

Revisiting the key takeaways from Monday's episode.

https://bit.ly/3bJALAH

Discount Fee - Then Discount Advisor! [Episode 159] Jul 04, 2022

Show notes

The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, Micah is joined by a mastermind attendee who has made some big goals and incredible progress. Cameron Valadez from Planable Wealth joins the show to discuss his experience increasing fees AND value.

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

Follow Up Friday - Roth Conversions Jul 01, 2022

Show notes

How to stop yourself from overcomplicating things, especially when it comes to Roth conversions.

https://bit.ly/3QFk8Gl

Tips from the Trenches - Taxes Jun 29, 2022

Show notes

Tips for figuring out a client's taxes.

https://bit.ly/3bhIB4a