The Perfect RIA

View Top 200 Chart

Back to Rankings Page

Business
**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 - Value Adds in Surge Mar 23, 2022

Show notes

What to do before surge—and any other value-adds.

https://bit.ly/3MTFnlB

But I Don't Have Time For That [Episode 144] Mar 21, 2022

Show notes

That's a great idea…but I don't have time. Someday I'll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to this episode, as Matthew and Micah dive into the issue of time and what it means to take intentional control of the time you have. You'll learn key tips that will allow you to make the best use of your working hours without getting overwhelmed.

You can find show notes and more information by clicking here: https://bit.ly/3tVN9TJ

Follow Up Friday - Can I Get A Discount? Mar 18, 2022

Show notes

The negative impacts of giving a discount.

https://bit.ly/37bQeHh

Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter Mar 16, 2022

Show notes

How to invest money for your clients.

https://bit.ly/3CrpwpP

Can I Get A Discount? [Episode 143] Mar 14, 2022

Show notes

All advisors and practice owners feel fear at some point. It's a natural part of growing your practice. And unless you are completely certain of the value you are providing to your clients, it can be uncomfortable discussing your fees and articulating your fee structure. But if you downplay your fees or make excuses for them, you're far more likely to be asked for a discount. So, in this episode, Micah and Matthew will be sharing how to get rid of the head trash surrounding your prices so you can finally ask for the fee you're worth without any stress.

You can find show notes and more information by clicking here: https://bit.ly/3thyd1A

Follow Up Friday - Giving Out My Cell Phone Is How I Add Value Mar 11, 2022

Show notes

Action items to help you deliver massive value—without giving out your cell phone number.

https://bit.ly/3MoGklH

Tips from the Trenches - Tax Projections and Medicare IRMAA Mar 09, 2022

Show notes

Learn why it's so important to take a client's entire situation into consideration when giving advice.

https://bit.ly/3vuEJoF

Giving Out My Cell Phone Is How I Add Value [Episode 142] Mar 07, 2022

Show notes

There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actually thwarting massive value? In this episode, Matthew and Micah chat about how to delineate between the different types of communication and how you can add massive value without being on speed dial.

You can find show notes and more information by clicking here: https://bit.ly/3Ilrc6j

Follow Up Friday - THE Floyd Shilanski Mar 04, 2022

Show notes

Action items following our special episode featuring a rare guest.

https://bit.ly/3sjyL7P

Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars Mar 02, 2022

Show notes

Why you need a team you can trust if you want to deliver massive value.

https://bit.ly/3t3XwnW