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:

Tips from the Trenches - 2nd Opinion Feb 10, 2021

Show notes

How to handle when a client asks for a second opinion on your work.

https://bit.ly/370Ozl2

How Long Does It Take To Create a Financial Plan? [Episode 103] Feb 08, 2021

Show notes

Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area.

You can find show notes and more information by clicking here: https://bit.ly/3c9ADsl

Tips from the Trenches - Client Email Feb 03, 2021

Show notes

Empower your team to answer client questions.

https://bit.ly/3j2wlEE

What If I Don't Want a Lifestyle Practice? [Episode 102] Feb 01, 2021

Show notes

There's a question Matt and Micah get more often than you might think: What do you do if you don't want a lifestyle practice? Today the guys are answering this question and diving into why it's not so much about creating a lifestyle practice as it is about creating an intentional practice that works for your life.

You can find show notes and more information by clicking here: https://bit.ly/390BnhD

Reading Time with Jarvis - Tools of Titans by Tim Ferriss Jan 27, 2021

Show notes

Key takeaways from one of Matt's favorite books.

https://bit.ly/3izAcsi

Tips from the Trenches - Interviewing Attorneys Jan 20, 2021

Show notes

Questions to ask and things to look out for when interviewing attorneys.

https://bit.ly/38JhJGx

Why Am I Not Getting More Referrals? [Episode 101] Jan 18, 2021

Show notes

We might be jaded, but those referral success stories you hear from advisors? Well, they're probably a bunch of B.S. In fact, if you are relying solely on referrals for your advisory, you likely have a crappy marketing plan to begin with. This is one of those topics that Matt and Micah are one part excited, one part annoyed by because there are literally dozens of books and thousands of articles on how to get referrals, but very few of them are written by advisors. So in this episode, the guys are breaking down how to make the referral process feel less sleazy and more authentic.

You can find show notes and more information by clicking here: https://bit.ly/35izvya

Reading Time with Jarvis - Measure What Matters by John Doerr Jan 13, 2021

Show notes

Key takeaways from one of Matt's favorite books.

https://bit.ly/2LwUare

How Much Should I Be Charging? [Episode 100] Jan 11, 2021

Show notes

At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up for so many advisors. They also outline the key elements to deciding on the right fee structure and choosing pricing that reflects the value that you deliver.

You can find show notes and more information by clicking here: https://bit.ly/38IEk50

Tips from the Trenches - Gifting Money to Kids Jan 06, 2021

Show notes

https://bit.ly/3pJ2Gm1