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 - The Power of One Page Sep 08, 2021

Show notes

Learn the value of one-page planning documents.

https://bit.ly/2WGLTa3

Is There A Wannabe Doctor On Board? [Episode 123] Sep 06, 2021

Show notes

The amount of trust your clients put in you is a big deal. Just as you wouldn't seek medical advice from someone who isn't a certified doctor, others will not want to seek financial advice from someone who isn't trained and experienced. So in this episode, Micah and Matthew will be sharing how you can level up in your profession and create the most efficient processes for your team.

You can find show notes and more information by clicking here: https://bit.ly/2Wqc194

Reading Time with Jarvis - The Rich Barber Method by Chuka Torres Sep 01, 2021

Show notes

Learn how business tips from a barber apply to all entrepreneurs.

https://bit.ly/3Bxixdp

Tips from the Trenches - Follow The Process Aug 25, 2021

Show notes

How to communicate with clients about the value of following a process of success.

https://bit.ly/3gkpAhd

Follow Up Friday - Being The Best Aug 20, 2021

Show notes

When you have too much going on to do what it takes to be the best.

https://bit.ly/3fRSmFz

Reading Time With Jarvis - Mr. Money Mustache Aug 18, 2021

Show notes

Learn valuable takeaways from the Mr. Money Mustache blog.

https://bit.ly/3AFjrUv

Being The Best [Episode 122] Aug 16, 2021

Show notes

Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you're delivering massive value to your clients, what mindset do you have? In this episode, Micah and Matthew will be discussing the importance of believing that you truly are the best in the business - because if you don't believe it, nobody else will either.

You can find show notes and more information by clicking here: https://bit.ly/3xAE6XV

Follow Up Friday - When You Make Too Many Exceptions Aug 13, 2021

Show notes

Getting over the head trash that comes with "graduating" clients.

https://bit.ly/3lSXP32

Tips from the Trenches - Team Experience Aug 11, 2021

Show notes

Learn what experience you can give your employees to empower them.

https://bit.ly/3yEkkfu

When You Make Too Many Exceptions [Episode 121] Aug 09, 2021

Show notes

When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without following or creating standard processes and strategies for your team to follow, you run the risk of misdiagnosing the failures in your RIA—and creating more problems for everyone involved. So, in this episode, Matthew and Micah will be discussing the importance of evaluating the exceptions you are making in your firm so that you can avoid wasting your time, money, and resources.

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

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