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:

Follow Up Friday - The Power Factor Aug 06, 2021

Show notes

What you can do today to move the needle forward in your business.

https://bit.ly/3xojEJN

Reading Time With Jarvis - Total Money Makeover by Dave Ramsey Aug 04, 2021

Show notes

Learn why Matt recommends you read this book every year.

https://bit.ly/3BXroWM

The Power Factor [Episode 120] Aug 02, 2021

Show notes

You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah and Matthew will be discussing why knowing the issues in your practice isn't enough and how to move the needle forward in your business by evaluating what works.

You can find show notes and more information by clicking here: https://bit.ly/37eYOSh

Tips from the Trenches - Breaking the Process Jul 28, 2021

Show notes

Learn the problem with not following the systems that have been put in place.

https://bit.ly/3y5TT1T

Follow Up Friday - How to Delegate Email Jul 23, 2021

Show notes

Action items for how to delegate email and reclaim your freedom.

https://bit.ly/3wNVnwo

Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler Jul 21, 2021

Show notes

Learn the importance of planning for end-of-life scenarios.

https://bit.ly/3rn69sw

How to Delegate Email [Episode 119] Jul 19, 2021

Show notes

There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm owners, that amount of time spent on emails is simply not possible. So, in this episode, Matt and Micah will be discussing how to create communication standards with your clients in order to create boundaries and set expectations for you and your team.

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

Tips from the Trenches - Check-in Time When We're Gone Jul 14, 2021

Show notes

Learn how to put systems in place to give you more free time.

https://bit.ly/3hVe63J

Which Industry Studies or Benchmarks Should I Be Using? [Episode 118] Jul 12, 2021

Show notes

There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you supposed to know which benchmarks to follow for your specific business? In this episode, Micah and Matthew disclose their thoughts around industry studies, sharing the four TPR Power Factors and how you can implement them into your RIA today.

You can find show notes and more information by clicking here: https://bit.ly/3dYE4lI

Follow Up Friday - What Happens When You Make A Mistake Jul 09, 2021

Show notes

Lessons learned from a recent TPR mistake.

https://bit.ly/3e024Vz

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected