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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

You Said What In A Client Meeting?! [Episode 152]

One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment – especially when it comes to meetings with clients where we aim to deliver massive value. This episode is full of visuals on the whiteboard so be sure to check out the video version of the podcast so you can get a better understanding of the concepts. You can find show notes and more information by clicking here: https://bit.ly/37...

May 16, 2022•31 min•Season 2Ep. 152

Why Don’t I Have More Prospects?!? [Episode 151]

Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your prospect numbers. Matthew and Micah share specifically how they ‘put in reps’ and how that, along with not playing office and other important aspects, has allowed them to develop a solid flow of prospects. You can find show notes and more information by clicking here: https://bit.ly/3EOWOR2...

May 09, 2022•22 min•Season 2Ep. 151

Show Me The Beef! [Episode 150]

As an advisor, you get the opportunity to transform someone’s life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings. You can find show notes and more information by clicking here: https://bit.ly/3EjVV2v

May 02, 2022•34 min•Season 2Ep. 150

How Do I Actually Get Tax Returns From Clients? [Ep 149]

As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive value to clients. Tax documents provide a lot of important and helpful information—but why is it so hard to ask for them? And why are clients uncertain about providing them? If you and your team have had trouble with getting tax returns from clients or you are wondering about the best way to navigate that process, this is the episode for y...

Apr 25, 2022•32 min•Season 2Ep. 149

Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]

Having issues in prospect meetings? It’s incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smoothly for your prospects and for your team. They share how they get their teams prepped for surge, as well as what it takes to move through it and transition out of it smoothly. You can find show notes and more information by clicking here: https://bit.ly/3qNZ4lB

Apr 18, 2022•32 min•Season 2Ep. 148

Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]

What happens when a prospect says, “I have time tomorrow at 2 pm”? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them. You can find show notes and more information by clicking here: https://bit.ly/35gUBQO...

Apr 11, 2022•33 min•Season 2Ep. 147

Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146]

In today’s episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA’s life a living hell. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better, more mutually-beneficial relationship with them. You can find show notes and more information by c...

Apr 04, 2022•28 min•Season 2Ep. 146

Guest Star Reese Harper [Episode 145]

Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn’t like anyone else. One way to do this is to learn from other advisors in the industry who are making a difference and have seen the success that you desire. So, in this episode, Matthew is joined by Reese Harper, the founder of Dentist Advisors and someone who is making a big impact in the advisory space. You can find show notes and m...

Mar 28, 2022•37 min•Season 2Ep. 145

But I Don't Have Time For That [Episode 144]

That’s a great idea…but I don’t have time. Someday I’ll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to this episode, as Matthew and Micah dive into the issue of time and what it means to take intentional control of the time you have. You'll learn key tips that will allow you to make the best use of your working hours without getting overwhelmed. You can find show notes and more information by clicking here: https://bit.ly/3tVN9TJ...

Mar 21, 2022•32 min•Season 2Ep. 144

Can I Get A Discount? [Episode 143]

All advisors and practice owners feel fear at some point. It’s a natural part of growing your practice. And unless you are completely certain of the value you are providing to your clients, it can be uncomfortable discussing your fees and articulating your fee structure. But if you downplay your fees or make excuses for them, you’re far more likely to be asked for a discount. So, in this episode, Micah and Matthew will be sharing how to get rid of the head trash surrounding your prices so you ca...

Mar 14, 2022•30 min•Season 2Ep. 143
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