The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®•theperfectria.com

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.

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Episodes

Realistic Ruminations on Broker-Dealers [Episode 12]

This episode is, as the title suggests, all about broker-dealers. And more specifically, Matt and Micah draw from personal experience to allow listeners to gain their perspectives on the issue. Because both have worked with broker-dealers closely in the past, they know the ins and outs of what to look for in the partnership. They highlight some of the pros and cons to assure listeners that there are many factors one has to weigh in order to make the decision that makes the most sense for your fi...

Nov 09, 2018•45 min•Season 1Ep. 12

Coach Joe Lukacs Revisited [Episode 11]

Key Links Magellan MasterMind & Network: Page The financial advising program that Matt references: Academy of Preferred Advisors ----------------- In this episode, the dynamic duo, Matt and Micah, are back to talk about their previous episode with Joe Lukacs . Because of time constraints in addition to the importance of the subject material, Matt and Micah (M&M) wanted to take a whole episode and analyze the insights and principles that “Coach Joe” introduced to listeners. They also expr...

Oct 26, 2018•42 min•Season 1Ep. 11

From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]

Key Links The financial advising program that Matt references: Academy of Preferred Advisors Joe’s free program: PracticePower International Performance Group: Website Magellan MasterMind & Network: Page ---------------------------- Micah Shilanski’s coach for the better part of fifteen years, Joe Lukacs, is the guest of this episode. And within the time allotted, Joe disrupts the usual gamut of topics discussed for some interesting insights he has gained over the years. One of the first top...

Oct 12, 2018•57 min•Season 1Ep. 10

Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]

Key Links The ‘Sleep On It’ Jarvis Financial Process Carl Richards Book on the One-Page Financial Plan -------------------- Most financial planners thrive on helping people. In addition to having an affinity for numbers, many CFP’s share in common the desire to take in an innumerable amount of clients as a means for bringing more reassurance and financial security to the biggest pool of people as possible. Unfortunately though, there is only a finite amount of clients that one can possibly meet ...

Sep 28, 2018•59 min•Season 1Ep. 9

The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]

To start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to illustrate the often erroneous assumption that many business owners make about the amount of time they should devote per day to their practice. Workdays start to become these open-to-close events that are very quantity-over-quality phenomenons. Instead, there is an incessant need to optimize days like a visionary or CEO would; doing things efficientl...

Sep 14, 2018•26 min•Season 1Ep. 8

The Art of Prospecting & Time-Blocking [Episode 7]

Key links Episode 2 (featuring Gina Cotner) of The Perfect RIA Gina Cotner’s website for virtual assistants: Athena Executive Services The financial advising program that Matt was enrolled in: Academy of Preferred Advisors The two books referenced in this episode: The Tipping Point by Malcolm Gladwell & The 4-Hour Workweek by Timothy Ferriss Matthew Jarvis’s prospecting process -------------------- If you are currently successful, so-so, struggling, in a down quarter, thinking about quitting...

Sep 03, 2018•53 min•Season 1Ep. 7

A Primer for Determining Your Fee Schedule [Episode 6]

Key Links Math Diagram -------------------------------------- As the title states, this episode is all about determining a fee schedule for clients—that is, what a fair rate to charge clients for services rendered should be. Instead of making it complicated, both Matt and Micah stress over and over again that simplicity is key when it comes to your fee. Also, just as important as simplicity, is the cost-value structure that you set up. This isn’t as complicated as it seems. What is meant by cost...

Aug 17, 2018•32 min•Season 1Ep. 6

Always Take the High Road [Episode 5]

Key Links Book Referenced by Matt and Micah: Selling the Invisible ---------- “It takes 20 years to build a reputation and five minutes to ruin it.” This quote from Warren Buffet frames the whole episode. And by using this as a tool for showing just how important reputation can be, hosts Matthew Jarvis and Micah Shilanski chronicle the instances in their lives where reputation has generated large ripples in one way or another. Be it, a firm tarnishes their own reputation because of charging mone...

Aug 10, 2018•34 min•Season 1Ep. 5

Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]

Key Links John Barron’s LinkedIn profile --------------------------------------- In this episode, John Barron shares the importance of replacing old systems with new ones. Most business owners take a plateau personally or as a sign of having mismanaged their business, but Barron says this is not true. The culprit is often that there are systems in place that are not consistent—somewhere along the way, X stopped being X and became Y instead, even though what was really needed all along was Z. Or ...

Aug 03, 2018•48 min•Season 1Ep. 4

The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]

Key Links Carl Richard’s Website Malcolm Gladwell book which profiles Tom Gau: The Tipping Point --------------------------------------- During the episode, host Matthew Jarvis supplies us with nine crucial rules to follow regardless of if you are an advisor, CPA, actuary, or if you are just concerned with imparting understanding and reassurance in the minds of clients. These nine rules range from the necessity of practice to the headache-inducing method of trying to shrink a whole financial pla...

Jul 27, 2018•38 min•Season 1Ep. 3

Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]

Key Links Athena Executive Services | Website | Facebook Page --------------------------------------- In this installment of the Perfect RIA podcast, CEO and Founder of Athena Executive Services joins us in the studio and shares her wisdom on why hiring an executive assistant can and should be an enriching and ultimately game-changing decision in one’s professional life. By giving clear-cut examples in her interview, Gina establishes the importance of “inspecting instead of expecting” results fr...

Jul 20, 2018•49 min•Season 1Ep. 2

What Metrics Should Matter To Your Practice? [Episode 1]

There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more. Subscribe to the show and leave us your comments at ThePerfectRIA.com .

Mar 13, 2018•20 min•Season 1Ep. 1

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