Follow Up Friday - Prospect Lessons from 2021
Figuring out your success formula for articulating your value to prospective clients. https://bit.ly/3cRmQWP
Jun 18, 2021•8 min
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.
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Episodes
Wisdom Wednesday - DMV on Identity Theft
How to deliver massive value to a client whose identity has been stolen. https://bit.ly/2TCGz5G
Jun 16, 2021•6 min
Prospect Lessons from 2021 [Episode 115]
Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover the lessons they learned along the way, including the specific golden nuggets of truth and information that all top advisors use to find success. You can find show notes and more information by clicking here: https://bit.ly/3g9ik6S
Jun 14, 2021•33 min•Season 1Ep. 115
Weekly Wrap Up - Head Trash
Learn the keys to getting out of your own way to reach success. https://bit.ly/3zcptfC
Jun 11, 2021•9 min
Reading Time With Jarvis - Skin in the Game by Nassim Taleb
Learn about the importance of only taking advice from people who have "skin in the game." https://bit.ly/2S7skoJ
Jun 09, 2021•4 min
Head Trash [Episode 114]
Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subject of head trash and the importance of doing things you absolutely love. You will hear them discuss their own head trash, why it’s something that persists, and what’s necessary to not let it get in the way of success. You can find show notes and more information by clicking here: https://bit.ly/3umSRw5...
Jun 07, 2021•28 min•Season 1Ep. 114
Tips from the Trenches - Conference Room Mistakes
Learn why every little thing can help - or hurt - your business. https://bit.ly/3hGT6zn
Jun 02, 2021•4 min
Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis
Learn about the ins and outs of social security. https://bit.ly/3nXXk6x
May 26, 2021•4 min
Weekly Wrap Up - I'm Done with Surge...Now What?
Learn about the importance of having fun and leaving time for your family. https://bit.ly/3uKChaa
May 21, 2021•8 min
Tips from the Trenches - The Dishwasher Rule
How to ensure your clients are aware of the work that you do and the value that you provide. https://bit.ly/3nYJS2z
May 19, 2021•7 min
I'm Done With Surge...Now What? [Episode 113]
When you do a surge schedule, it’s such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule trips right after surge and why those trips are key to helping make an important transition and provide structure. From celebrating with your team to heading into project mode, finding inspiration and taking time with family, the guys have a ton of great advice and insight for you. You can find show notes and more information by clicking ...
May 17, 2021•30 min•Season 1Ep. 113
Weekly Wrap Up - Why Advisors Fail
Learn why advisors fail and the importance of following a success process. https://bit.ly/33BktTd
May 14, 2021•7 min
Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate
Learn why tax planning is so difficult and how to show your level of expertise in this field. https://bit.ly/3xMegBC
May 12, 2021•5 min
Why Advisors Fail [Episode 112]
In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. You can find show notes and more information by clicking here: https://bit.ly/3nC7xWk
May 10, 2021•30 min•Season 1Ep. 112
Tips from the Trenches - Prospect Process
Learn how to improve your office experience so that your clients are even more comfortable to work with you. https://bit.ly/3ua0Qgm
May 05, 2021•5 min
It’s Just An Email [Episode 111]
When you are talking to prospective clients, everything counts. Whether it’s phone calls, meetings or yes, even emails, you have a chance to show how much value you can bring to their lives. In this episode, Matthew and Micah explain the importance of having one main focus for every point of communication and why there is always room for improvement. You can find show notes and more information by clicking here: https://bit.ly/3dUOrpS
May 03, 2021•24 min•Season 1Ep. 111
Reading Time With Jarvis - The War of Art by Steven Pressfield
Matt shares how to avoid procrastination and the importance of working towards your goals. https://bit.ly/2QwYfyF
Apr 28, 2021•6 min
Tips from the Trenches - When the Sales Process Goes Wrong
Learn how to avoid making mistakes that will ruin your chances with a prospective client. https://bit.ly/32tmAYE
Apr 21, 2021•6 min
Finding Good Talent with Yosef Colish [Episode 110]
Have you ever asked yourself why it’s so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader in the Wealth and Investment Management Division. With over 15 years of experience, he specializes in attracting and retaining the top-performing talent in the industry for single-family and multi-family offices and RIAs. You can find show notes and more information by clicking here: https://bit.ly/3sS4Ph9...
Apr 19, 2021•37 min•Season 1Ep. 110
Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport
Matt shares important takeaways from a book he wishes he'd read early in his career. https://bit.ly/2QhjdB4
Apr 14, 2021•7 min
The “Perfect” Way to Rollover a 401(k) [Episode 109]
Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideration the various ways you can approach this, including the “right” and “wrong” ways. So today Matthew and Micah will be going over this topic and diving deep into the importance of remaining credible, accountable, and valuable during a rollover. You can find show notes and more information by clicking here: https://bit.ly/3rdkQfK...
Apr 12, 2021•30 min•Season 1Ep. 109
Tips from the Trenches - Buckets
Learn why you must communicate your allocation strategy to your clients. https://bit.ly/39AU8bb
Apr 07, 2021•7 min
The Right Size Financial Plan [Episode 108]
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand. You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi
Apr 05, 2021•32 min•Season 1Ep. 108
Reading Time with Jarvis - Solve for Happy by Mo Gawdat
Learn key takeaways from one of the most powerful books Matt has read in the last five years. https://bit.ly/3cmr2y3
Mar 31, 2021•6 min
Tips from the Trenches - Delivering Massive Value
Hear about an important lesson Micah learned when meeting with a client's daughter. https://bit.ly/2Q9l5M7
Mar 24, 2021•7 min
Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller
Learn how to handle having employees who aren't a good fit for your company. http://bit.ly/3rMNTIu
Mar 17, 2021•6 min
How Long Does it Take You to Create a Tax Plan? [Episode 107]
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...
Mar 15, 2021•30 min•Season 1Ep. 107
Tips from the Trenches - Clients' Kids' Accounts
Learn why it's not always a good idea to bring on clients' family members. https://bit.ly/3qkZDjG
Mar 10, 2021•8 min
Why Do You Complain vs Improve? [Episode 106]
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...
Mar 08, 2021•29 min•Season 1Ep. 106
Reading Time with Jarvis - Never Split the Difference by Chris Voss
Discover powerful negotiation strategies. https://bit.ly/3r2E0Ww
Mar 03, 2021•6 min
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