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:

Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell Jul 07, 2021

Show notes

Learn what really puts top performers across industries ahead of everyone else.

https://bit.ly/36qoCuh

Mid-Year Review [Episode 117] Jul 05, 2021

Show notes

The second half of the year won't be any better than the first half of the year if you're doing the same thing. That's why Matt and Micah always make sure to do a mid-year review in order to check in with how things are going and fix anything that might need to be improved before the year is over. In this episode, they share best practices when reviewing mid-year, what to look into most, and how to move forward with energy and focus into the second part of the year.

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

Tips from the Trenches - Head Trash Jun 30, 2021

Show notes

An example of how to add massive value—even while on vacation.

https://bit.ly/2UGJUBn

Follow Up Friday - What Happens When You Don't Know The Answer? Jun 25, 2021

Show notes

How to respond when clients ask questions and you don't know the answer.

https://bit.ly/3xM36My

Reading Time With Jarvis - Hell Yeah or No by Derek Sivers Jun 23, 2021

Show notes

Learn what to consider when looking at opportunities and making decisions.

https://bit.ly/3gMZEdq

What Happens When You Don't Know The Answer? [Episode 116] Jun 21, 2021

Show notes

Giving a back-of-the-napkin answer when a client throws out a question you're unsure about can be a dangerous game to play. In this episode, Matt and Micah share how they tackle questions they're not 100% sure about and offer some great insight into how you can maintain credibility—even when you're unsure—so your answers don't backfire on you.

You can find show notes and more information by clicking here: https://bit.ly/3iHm02O

Follow Up Friday - Prospect Lessons from 2021 Jun 18, 2021

Show notes

Figuring out your success formula for articulating your value to prospective clients.

https://bit.ly/3cRmQWP

Wisdom Wednesday - DMV on Identity Theft Jun 16, 2021

Show notes

How to deliver massive value to a client whose identity has been stolen.

https://bit.ly/2TCGz5G

Prospect Lessons from 2021 [Episode 115] Jun 14, 2021

Show notes

Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success.

You can find show notes and more information by clicking here: https://bit.ly/3g9ik6S

Weekly Wrap Up - Head Trash Jun 11, 2021

Show notes

Learn the keys to getting out of your own way to reach success.

https://bit.ly/3zcptfC

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