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 - Guided Discovery Oct 07, 2020

Show notes

https://bit.ly/3mQI4ro

Why Isn't This Working? [Episode 91] Oct 05, 2020

Show notes

Very often, it takes failure to learn the necessary lessons—and multiple no's to reach the right yes. Micah and Matthew have both gone through their fair share of failures before achieving success, and in this episode, they are going to outline the key to succeeding in something new and share why it's so important to keep moving forward despite what may seem like a failure.

You can find show notes and more information by clicking here: https://bit.ly/3iu9osD

Reading Time with Jarvis - Lessons from Jocko Sep 23, 2020

Show notes

https://bit.ly/2R9v5Ct

When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90] Sep 21, 2020

Show notes

After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn't waste his time. So in this episode, the guys will be unpacking how this impacted Matt and his future, as well as what you can do to actually improve your practice rather than just play office.

You can find show notes and more information by clicking here: https://bit.ly/2EFN9kQ

Tips from the Trenches - Work Life Balance Sep 16, 2020

Show notes

https://bit.ly/3hHrRB0

Am I Charging Too Much?!? [Episode 89] Sep 14, 2020

Show notes

What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit down and discuss this exact issue. You or other advisors around you may have a specific number in mind when thinking of what is appropriate to charge for your services, but in this episode, you will hear why it's not about the price—and what you should be focusing on instead.

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

Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning Sep 09, 2020

Show notes

https://bit.ly/31pOVPV

How Do I Fire A Client? [Episode 88] Sep 07, 2020

Show notes

We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So today Matt and Micah are discussing how and when to "fire" a client. They'll cover everything from the reasons why advisors struggle to give up clients to various techniques for making a clean cut.

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

Tips from the Trenches - PPP Aug 19, 2020

Show notes

https://bit.ly/3axvI1n

What Are My Prospects Thinking About… [Episode 87] Aug 17, 2020

Show notes

One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear or unrealistic predictions being made by our prospects. So today Matt and Micah are sharing their tips for managing expectations so that when your prospect walks in the meeting room, they know the massive value they are about to receive.

You can find show notes and more information by clicking here: https://bit.ly/33b52lD

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