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The Perfect RIA

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

Giving Out My Cell Phone Is How I Add Value [Episode 142]

There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actually thwarting massive value? In this episode, Matthew and Micah chat about how to delineate between the different types of communication and how you can add massive value without being on speed dial. You can find show notes and more information by clicking here: https://bit.ly/3Ilrc6j...

Mar 07, 2022•34 min•Season 2Ep. 142

THE Floyd Shilanski [Episode 141]

Providing your clients with massive value is something that is talked about often on The Perfect RIA , but it’s also important to ensure you have time for your loved ones while also showing up with the right mindset every single day. No one knows these topics more than Floyd Shilanski, the President of Shilanski & Associates, Inc. In this episode, he will be sharing his wealth of knowledge from his many years of experience in the financial planning industry, as well as the most valuable tidb...

Feb 28, 2022•35 min•Season 2Ep. 141

What Is The Perfect RIA? [Episode 140]

How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you’re doing to your clients (or prospects) will allow them to recognize how much value you are adding to their life. So, today Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your fi...

Feb 21, 2022•27 min•Season 2Ep. 140

Client Segmentation [Episode 139]

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn’t always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massi...

Feb 14, 2022•25 min•Season 2Ep. 139

You Drank a Soda in a Client Meeting?!? [Episode 138]

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn’t do in client meetings. You can find show notes and more information by clicking he...

Feb 07, 2022•32 min•Season 2Ep. 138

Asking Questions That Matter For Estate Planning [Episode 137]

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations. You can find show notes and more informati...

Jan 17, 2022•39 min•Season 2Ep. 137

The Godfather: Michael Kitces [Episode 136]

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew’s guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting—just to ...

Jan 10, 2022•43 min•Season 2Ep. 136

It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]

Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much on something that isn’t productive or thought-out, it may actually end up hindering your growth and prosperity. So, in this episode, Matthew and Micah will be explaining how much time certain tasks should take so that you can increase the value you are bringing to your clients, your employees, and your practice. You can find show notes ...

Jan 03, 2022•26 min•Season 2Ep. 135

But I'm At Capacity [Episode 134]

How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at capacity and that there is no possible way you could take on more clients, then you’re never going to grow your business. So, in this episode, Micah and Matthew will be sharing how to clear out that head trash so you can reach your full potential within the industry. You can find show notes and more information by clicking here: https://bit.ly/3...

Dec 20, 2021•22 min•Season 1Ep. 134
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