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:

Tips from the Trenches - Following Your Own Advice Jun 01, 2022

Show notes

The importance of looking at your own financial situation.

https://bit.ly/3GkJ159

Stop Talking Yourself Out Of The Sale! [Episode 154] May 30, 2022

Show notes

It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client.

You can find show notes and more information by clicking here: https://bit.ly/3PkIp3E

Follow Up Friday - How Did I Lose $50,000 This Month!?! May 27, 2022

Show notes

The importance of clear communication with your clients, even in times of turmoil.

https://bit.ly/3LlPLk4

Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails May 25, 2022

Show notes

Matthew shares how to get clients through networking.

https://bit.ly/39mnJrz

How Did I Lose $50,000 This Month!?! [Episode 153] May 23, 2022

Show notes

After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.

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

Follow Up Friday - You Said What In A Client Meeting?! May 20, 2022

Show notes

How to ensure your clients see the value in working with you.

https://bit.ly/3vUY0zg

Tips from the Trenches - Getting The Right Clients And The Three P's - Personable, Profitable, and Productive May 18, 2022

Show notes

How to make sure your clients are an ideal fit.

https://bit.ly/3kuCryW

You Said What In A Client Meeting?! [Episode 152] May 16, 2022

Show notes

One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to meetings with clients where we aim to deliver massive value. This episode is full of visuals on the whiteboard so be sure to check out the video version of the podcast so you can get a better understanding of the concepts.

You can find show notes and more information by clicking here: https://bit.ly/377pUP6

Follow Up Friday - Why Don't I Have More Prospects?!? May 13, 2022

Show notes

Action items that can directly result in you having more prospects.

https://bit.ly/3Kwv1pt

Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations May 11, 2022

Show notes

How to set the stage for communicating what really matters.

https://bit.ly/38CsVHo