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    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.

    Advertise

    Copyright: © 2019 by Matthew Jarvis & Micah Shilanski. All rights reserved.

    • Apple Podcasts
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    • Spotify

    Latest Episodes:
    Tips from the Trenches - Christmas in October Oct 06, 2021
    Show notes

    Why we want to think about Christmas before December.

    https://bit.ly/3uou24d


    Double Your Practice [Episode 126] Oct 04, 2021
    Show notes

    How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success.

    You can find show notes and more information by clicking here: https://bit.ly/3ApBrm9


    Reading Time with Jarvis - Deep Work by Cal Newport Sep 29, 2021
    Show notes

    Learn what damages your productivity and focus time.

    https://bit.ly/3hZQUC9


    Follow Up Friday - Team Won't Implement Sep 24, 2021
    Show notes

    Action items for the upcoming week to help your practice succeed.

    https://bit.ly/3tNdjHu


    Tips from the Trenches - Assuming on a Client Plan Sep 22, 2021
    Show notes

    Learn our steps for a successful financial planning process.

    https://bit.ly/3tIqEkt


    Team Won't Implement [Episode 125] Sep 20, 2021
    Show notes

    None of us are exempt from looking around and finding the nearest scapegoat from time to time. It's easy, it preserves our ego, and it gives us a reason for why we can't implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients.

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


    Follow Up Friday - It's Not Just Matt and Micah That Surge Sep 17, 2021
    Show notes

    Action items for quadrupling your income and the time you spend out of your office.

    https://bit.ly/3hlNTvK


    Reading Time with Jarvis - Nerd's Eye View by Michael Kitces Sep 15, 2021
    Show notes

    Learn about one of Matt's favorite resources for advising advice.

    https://bit.ly/3yPt5ml


    It's Not Just Matt and Micah That Surge [Episode 124] Sep 13, 2021
    Show notes

    Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to do more of what you love. Here to help Matthew and Micah dive into this topic further is Ben Brandt, the host of Retirement Starts Today Radio, co-host of the Retirement Tax Podcast, and founder of Capital City Wealth Management.

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


    Follow Up Friday - Is There A Wannabe Doctor On Board? Sep 10, 2021
    Show notes

    Learn why it's important to learn from people who have actually done what you want to do.

    https://bit.ly/3tcuimp


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