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 - Making Assumptions Aug 12, 2020

Show notes

https://bit.ly/2DI9jlY

Am I A Good Enough Advisor? [Episode 86] Aug 10, 2020

Show notes

Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities firmly in place in order to succeed. By intentionally using your focus and your energy in certain ways, you will be able to set the bar higher and deliver that massive value to your clients.

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

I Screwed Up. Now What? [Episode 85] Aug 03, 2020

Show notes

Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you've probably made your fair share. And the truth is, how you handle your mistakes says a lot more about you as a person and a professional than your mistakes do. So in this episode, Matt and Micah discuss how to embrace your mistakes—and become better because of them.

You can find show notes and more information by clicking here: https://bit.ly/30AAIOd

5 Delegation Mistakes [Episode 84] Jul 17, 2020

Show notes

What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could successfully have surge meetings without delegation? Today Matt and Micah are breaking down some of the most common misconceptions about delegation, as well as the top five mistakes advisors make in this area.

You can find show notes and more information by clicking here: https://bit.ly/32ealjA

Is Lifestyle Code for Lazy? [Episode 83] Jul 10, 2020

Show notes

In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it's easy to get defensive, a better idea is to sit down and chat about the difference between what Micah and Matthew consider a lifestyle practice and this other kind of practice that actually is a lazy practice. It's an important thing to think about so we can make sure we are evaluating our practices and goals fairly.

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

Taxes Part 2 [Episode 82] Jul 03, 2020

Show notes

Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and explain why it is so important to be able to articulate taxes to your clients in a way that they understand.

You can find show notes and more information by clicking here: https://bit.ly/3gha2IL

The Rosetta Stone to Delivering Massive Value [Episode 81] Jun 19, 2020

Show notes

Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.

You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj

Go To Work Naked [Episode 80] Jun 12, 2020

Show notes

We've all heard the phrase "dressing for success," but do you really believe that how you dress matters? If your answer is no—or if you're on the fence—then you need to listen to this episode and find out why the way you dress can have a huge effect on your success.

You can find show notes and more information by clicking here: https://bit.ly/2M9dVSZ

With Guest John Barron [Episode 79] Jun 05, 2020

Show notes

Hearing rejection time and time again can be a soul-crushing experience. In today's episode, business coach John Barron stops by to share his approach to the sales process that will have you never again questioning whether you're likable or trustworthy—and have you closing more sales.

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

I HATE Matt & Micah [Episode 78] May 22, 2020

Show notes

When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today Micah and Matthew are discussing jealousy and how to overcome this mental block so that you can achieve the success you deserve.

You can find show notes and more information by clicking here: https://bit.ly/2T6JhNN

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