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 - Team Training Nov 03, 2021

Show notes

Important considerations for keeping your team at the top of their game.

https://bit.ly/2ZsUfDi

Client Graduation [Episode 129] Nov 01, 2021

Show notes

The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met.

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

Reading Time with Jarvis - The Bet by Paul Sabin Oct 27, 2021

Show notes

Get key takeaways from one of Matthew's favorite books.

https://bit.ly/2ZbXdwk

Follow Up Friday - How Do I Get Referrals From CPAs? Oct 22, 2021

Show notes

What you can do today to put yourself in a better position in regards to tax planning.

https://bit.ly/3j6iONy

Tips from the Trenches - Holding Your Value Oct 20, 2021

Show notes

How to stick to your guns when it comes to charging what you're worth.

https://bit.ly/3BGGwqH

How Do I Get Referrals From CPAs? [Episode 128] Oct 18, 2021

Show notes

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services.

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

Follow Up Friday - I'll Do It Later Oct 15, 2021

Show notes

Action items to close out the week.

https://bit.ly/3Apf5Ag

Reading Time with Jarvis - Delivering Massive Value - Chapter 9 Oct 13, 2021

Show notes

Highlighting key insights from Matthew's book.

https://bit.ly/3AcNJ0p

I'll Do It Later [Episode 127] Oct 11, 2021

Show notes

You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you're going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you're going to have to dramatically shift the way you are currently running your business. This may leave you feeling a little uncertain or uneasy, but today Matthew and Micah will be discussing the benefit of putting yourself in this situation and the steps you can take right now to do so.

You can find show notes and more information by clicking here: https://bit.ly/2YsWAhp

Follow Up Friday - Double Your Practice Oct 08, 2021

Show notes

Major action items to implement now.

https://bit.ly/3iEXy0X