The Perfect RIA Encore Episode: So Is This What You Do In YOUR Practice?
Oct 24, 2025
Matt and Micah dive into the art of asking the right questions to enhance learning from industry peers. They highlight the risks of relying on unsolicited advice and stress the importance of verifying claims before implementing strategies. The duo emphasizes transparency, discussing failures alongside successes for meaningful growth. They also explore the significance of accurate practice metrics and how real numbers can transform decisions. Plus, they share insights on effective marketing tracking and the value of connecting with proven advisors.
AI Snips
Chapters
Transcript
Episode notes
Conference Humility Moment
- Matthew Jarvis attended the Dealmaker Summit and felt out of place among M&A-focused advisors.
- He noticed common defensive reactions when peers hear different practice models and income claims.
RV Trip Tested Advice
- Micah Shilanski described buying and transporting an RV across the country with unexpected logistics.
- He used the trip to test advice and realized many suggestions from others weren't actually practiced.
Ask If Advice Was Actually Used
- Jarvis noticed experts often recommend tools they don't actually use.
- He adopted a screening question: ask whether someone actually used it and what results they saw.