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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 Josh Raab

If you have expertise and knowledge to share beyond what you share with your clients as an advisor, writing a book has probably crossed your mind—and rightly so. A high-quality, engaging book can establish you as an industry expert and give you a chance to speak to a broader audience. However, you’re busy running a successful practice and the idea of putting in the work to create a book is probably daunting. So, where do you begin? In this episode, Josh Raab, Founder of Raab & Co, will join ...

Sep 21, 2022•18 min

Should I Fire My Team? [Episode 170]

There’s a classic honeymoon period where you hire someone and think they’re going to solve all your problems. But what happens when that’s over and you realize all your problems aren’t solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team. You can find show notes and more information by clicking here: https://bit.ly/3Bor0C4

Sep 19, 2022•33 min•Season 2Ep. 170

What Works Wednesday With Louis Diamond

Many advisors reach a point in their careers when they wonder if the firm where they’re working is the best place for them to serve their clients and find their desired work-life balance. However, actually taking the next step and exploring this next phase can feel overwhelming. Where do you even begin? In this episode, Louis Diamond, President of Diamond Consultants, will be joining Matthew to discuss how to approach this next step in your life strategically so that there are no missteps made a...

Sep 14, 2022•20 min

Working With Family [Episode 169]

Don’t hire your family members—just don’t do it. Matthew and Micah jump on today to discuss the dilemma of hiring family members and why it's a bad idea 99% of the time. They both share from their own experience working with family, offering examples of how it can go really wrong. If you are considering hiring family, friends, or someone you would hesitate to fire for any reason other than performance, this is the perfect episode for you. You can find show notes and more information by clicking ...

Sep 12, 2022•25 min•Season 2Ep. 169

What Works Wednesday With Brendan Frazier

As an advisor, if you don’t have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning comes down to good communication and a deep understanding of how your clients operate. In fact, the practices that are the most successful and have the best relationships with their clients have mastered the human side of finances. In this episode, Brendan Frazier, Founder of Wired Planning, will be joining Matthew to discuss the “softer side” of finan...

Sep 07, 2022•22 min

Running An Effective Team When You're Out Of The Office [Episode 168]

If nothing gets done when you leave the office, is it because you don’t have a rockstar—or is it because you suck as a leader? In this episode, Matthew and Micah are joined by their partner and chief technology officer, Orion Matthews, who joins in on the discussion about the issues advisors face when they need to be out of office for any reason. You will get insight into what goes wrong and why having the right team leadership will be a game-changer for your business. You can find show notes an...

Sep 05, 2022•28 min•Season 2Ep. 168

What Works Wednesday with Aaron Walker

We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards, and so are the people we surround ourselves with. When you actively choose to surround yourself with people who share your ambitions or have achieved the things you are after, it elevates your life. Aaron Walker, life and business coach, mastermind group facilitator, author, and trusted advisor, joins Matthew in this episode to share his advice f...

Aug 31, 2022•21 min

How Surge Works For New Relationships And Clients [Episode 167]

If you’re new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can’t see you for 6 months could cause mutiny, so it’s important to clearly communicate your framework and what they can expect. Matthew and Micah dive into this dilemma today and share insight into how you can plan, prepare, and ultimately deliver incredible value to clients in a new-to-surge situation. You can find show notes and more information by clicki...

Aug 29, 2022•28 min•Season 2Ep. 167

What Works Wednesday with Guest Jeff Rattiner

The CFP® designation has been the standard of excellence for financial planners for decades—and it’s easy to see why. The highest designation in financial planning, combined with the commitment to high ethical standards, sets advisors holding this designation apart from the rest. So, what comes next after you receive your CFP®? And how can we implement processes to ensure our practices run as smoothly as possible? Jeff Rattiner, President at Rattiner’s Financial Planning Fast Track, Inc., joins ...

Aug 24, 2022•32 min

The Challenge! Who Delivers More Value? [Episode 166]

Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are flying. Matthew put together a challenge between advisors to create a financial plan in 30 minutes on stage. Get out your gloves and listen in to hear about why he’s doing that and what we can all learn from other advisors. You can find show notes and more information by clicking here: https://bit.ly/3w9ARZB...

Aug 22, 2022•31 min•Season 2Ep. 166

What Works Wednesday With Guest Rich Chen

When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorney you can comfortably rely on allows you successfully run your practice, whilst also ensuring it is compliant with the various legal obligations that apply. Richard Chen, a seasoned attorney, entrepreneur, and public speaker joins Matthew to share his advice for financial advisors seeking to protect themselves and their businesses. You can find sho...

Aug 17, 2022•19 min

A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]

The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently in their respective offices. This is something that many people ask about, so grab your notes and listen in to hear how and why they differ in some key surge procedures and processes. You can find show notes and more information by clicking here: https://bit.ly/3Qbot3p

Aug 15, 2022•29 min•Season 2Ep. 165

What Works Wednesday with Guests Steven Jarvis and Leila Shaver

As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financial planning process. So, what advice can we give without crossing any lines—while still providing the most value to our clients? Steven Jarvis, CPA, and Leila Shaver, attorney, join Micah on this episode to discuss what is okay (and what is not okay) to converse about with your clients. You can find show notes and more information by cl...

Aug 10, 2022•32 min

Surge Meeting Mistakes [Episode 164]

If you jump headfirst into the pool of surge meetings, you’re going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share the common mistakes they see people making when doing surge. You will get some great tactics that will ensure that your surge runs smoothly and effectively in the future. You can find show notes and more information by clicking here: https://bit.ly/3vqwfxO

Aug 08, 2022•33 min•Season 2Ep. 164

What Works Wednesday with Guest Alan Moore

Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best advisors for their clients, while others want to not only do good for their clients, but also make a shift in their lives and the lives of other advisors along the way. The latter is exactly what Alan Moore decided to do. Alan is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. ...

Aug 03, 2022•23 min

Estate Planning and Fall Surge [Episode 163]

In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully. They share specifically how key your estate planning process is and where you absolutely need to be involved as an advisor. You can find show notes and more information by clicking here: https://bit.ly/3J6BEzO

Aug 01, 2022•26 min•Season 2Ep. 163
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