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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:
    Reading Time With Jarvis - Skin in the Game by Nassim Taleb Jun 09, 2021
    Show notes

    Learn about the importance of only taking advice from people who have "skin in the game."

    https://bit.ly/2S7skoJ


    Head Trash [Episode 114] Jun 07, 2021
    Show notes

    Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subject of head trash and the importance of doing things you absolutely love. You will hear them discuss their own head trash, why it's something that persists, and what's necessary to not let it get in the way of success.

    You can find show notes and more information by clicking here: https://bit.ly/3umSRw5


    Tips from the Trenches - Conference Room Mistakes Jun 02, 2021
    Show notes

    Learn why every little thing can help - or hurt - your business. https://bit.ly/3hGT6zn


    Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis May 26, 2021
    Show notes

    Learn about the ins and outs of social security. https://bit.ly/3nXXk6x


    Weekly Wrap Up - I'm Done with Surge...Now What? May 21, 2021
    Show notes

    Learn about the importance of having fun and leaving time for your family.

    https://bit.ly/3uKChaa


    Tips from the Trenches - The Dishwasher Rule May 19, 2021
    Show notes

    How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z


    I'm Done With Surge...Now What? [Episode 113] May 17, 2021
    Show notes

    When you do a surge schedule, it's such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule trips right after surge and why those trips are key to helping make an important transition and provide structure. From celebrating with your team to heading into project mode, finding inspiration and taking time with family, the guys have a ton of great advice and insight for you.

    You can find show notes and more information by clicking here: https://bit.ly/3nQtW25


    Weekly Wrap Up - Why Advisors Fail May 14, 2021
    Show notes

    Learn why advisors fail and the importance of following a success process.

    https://bit.ly/33BktTd


    Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate May 12, 2021
    Show notes

    Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC


    Why Advisors Fail [Episode 112] May 10, 2021
    Show notes

    In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor.

    You can find show notes and more information by clicking HERE


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