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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

What Works Wednesday with Guest Joe Curry

Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it is essential to plan for the future of the firm, as well. Although he was running a successful practice already, Joe Curry, President & Financial Planner at Matthews + Associates Ltd., recognized that there were some big shifts that needed to be made to really elevate his practice to the next level. So, in this episode, Joe shares t...

Jul 27, 2022•20 min

What Does Family First Mean To You? [Episode 162]

Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and energy to show up more fully for those that matter the most to you. In this episode, Matthew and Micah discuss the misconception of needing to prioritize your business and your clients while also prioritizing family and personal life. You can find show notes and more information by clicking here: https://bit.ly/3chc3Yr...

Jul 25, 2022•27 min•Season 2Ep. 162

What Works Wednesday with Guest Michael Henley

Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication and a willingness to not only learn new things, but also admit when you could improve on something. As the founder of Brandywine Oak Private Wealth, Michael Henley brings more than a dozen years of experience in providing financial advice and guidance to highly successful families. In this episode, Michael joins Matthew to share his adv...

Jul 20, 2022•21 min

EVERYONE Charges A Premium Fee [Episode 161]

Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what is helping, what is hurting, and how to move past a sticky area that is holding you back. This is your chance to re-evaluate that head trash and finally take it out to the dump where it belongs. You can find show notes and more information by clicking here: https://bit.ly/3AFxOLK

Jul 18, 2022•30 min•Season 2Ep. 161

What Works Wednesday with Guest Benjamin Brandt

As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, many advisors feel hesitant to do so during a seemingly volatile time. Even so, it's important to remember that financial advisors and RIAs offer an incredibly valuable service to their clients. So, in this episode, Benjamin Brandt, CPA™ and Founder/President of Capital City Wealth Management, will be joining the show to share his recent experience with i...

Jul 13, 2022•24 min

Kitces Office Hours Teaser [Episode 160]

Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You will hear about the important time-management lessons he has learned over the years, as well as how he learned to be more intentional about his time. This is a value-packed episode that will give you all kinds of actionable ideas on how to manage your time and practice more effectively. You can find show notes and more information by clicking here: ht...

Jul 11, 2022•28 min•Season 2Ep. 160

Discount Fee - Then Discount Advisor! [Episode 159]

The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, Micah is joined by a mastermind attendee who has made some big goals and incredible progress. Cameron Valadez from Planable Wealth joins the show to discuss his experience increasing fees AND value. You can find show notes and more information by clicking here: https://bit.ly/3tYYumH

Jul 04, 2022•31 min•Season 2Ep. 159

Roth Conversions [Episode 158]

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions. You can find sh...

Jun 27, 2022•36 min•Season 2Ep. 158

What Works Wednesday With Guest Libby Greiwe

Working fewer hours is a goal for many advisors. Working fewer hours and getting higher pay is even more sought after. However, for many advisors, this feels too far out of reach. So, how did Libby Greiwe make it happen? In this episode, Matthew and Libby disclose the processes she put in place to be able to make this incredible dream a reality. You can find show notes and more information by clicking here: https://bit.ly/3zB5dGR

Jun 22, 2022•23 min

What Are You Gaining From Conferences? [Episode 157]

In today’s episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they take some time to debrief with Micah about their key takeaways from the Ed Slott conference, as well as the importance of the in-between conversations, a huge detail about HSA contributions, helpful ways to apply the information you learn, and more. You can find show notes and more information by clicking here: https://bit.ly/3Q3KO35...

Jun 20, 2022•38 min•Season 2Ep. 157

If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]

This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In this episode, they discuss some of the key things they got to focus on during the masterminds, as well as where it challenged them. You will also hear about common issues that come up for advisors and how to tackle them and move forward. You can find show notes and more information by clicking here: https://bit.ly/3maWqDK...

Jun 13, 2022•23 min•Season 2Ep. 156

Doing What Works [Episode 155]

Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and what didn’t work. They also talk about the best ways to learn from the success of others in the field and where to be cautious when implementing changes. You can find show notes and more information by clicking here: https://bit.ly/38EWJ6P

Jun 06, 2022•28 min•Season 2Ep. 155

Stop Talking Yourself Out Of The Sale! [Episode 154]

It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client. You can find show notes and more information by clicking here: https://bit.ly/3PkIp3E

May 30, 2022•21 min•Season 2Ep. 154

How Did I Lose $50,000 This Month!?! [Episode 153]

After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer. You can find show notes and more information by clicking here: https://bit.ly/3snVcIX

May 23, 2022•29 min•Season 2Ep. 153
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