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 - Delivering Massive Value Mar 24, 2021

Show notes

Hear about an important lesson Micah learned when meeting with a client's daughter.

https://bit.ly/2Q9l5M7

Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller Mar 17, 2021

Show notes

Learn how to handle having employees who aren't a good fit for your company.

http://bit.ly/3rMNTIu

How Long Does it Take You to Create a Tax Plan? [Episode 107] Mar 15, 2021

Show notes

It's easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Matt and Micah share how they set up task time frames for themselves and their teams. They also explain the importance of providing tax planning services to your clients and why it shouldn't be overlooked.

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

Tips from the Trenches - Clients' Kids' Accounts Mar 10, 2021

Show notes

Learn why it's not always a good idea to bring on clients' family members.

https://bit.ly/3qkZDjG

Why Do You Complain vs Improve? [Episode 106] Mar 08, 2021

Show notes

When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that same level of success? In this episode, Matt and Micah discuss how to take extreme ownership of situations so that instead of feeling angry or belittled, you feel empowered to learn from the people around you.

You can find show notes and more information by clicking here: https://bit.ly/37KM3jg

Reading Time with Jarvis - Never Split the Difference by Chris Voss Mar 03, 2021

Show notes

Discover powerful negotiation strategies.

https://bit.ly/3r2E0Ww

How Do I Deliver Massive Value? [Episode 105] Mar 01, 2021

Show notes

If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more.

You can find show notes and more information by clicking here: https://bit.ly/3puJh7G

Tips from the Trenches - Fees Feb 24, 2021

Show notes

Get over your head trash and figure out what value you provide doing financial planning.

https://bit.ly/2ZAK1xw

Reading Time with Jarvis - Influence by Robert Cialdini Feb 17, 2021

Show notes

Learn powerful strategies for influence.

https://bit.ly/2OH6GGr

Why Is the Fee Conversation SO Hard!? [Episode 104] Feb 15, 2021

Show notes

Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop playing that game. Instead, play the value game.

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

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