The Perfect RIA

Explore the transformative power of systems over traditional goal-setting for business success. The hosts share engaging personal anecdotes about accountability and structured planning. Discover how short-term goals can yield long-term results through effective time blocking. Learn the significance of vetting professionals before hiring and the value of strategic decision-making. Plus, get excited about a new engagement initiative and a live event on actionable business plans that fosters personal connections.

Shelby Nicholl, a consultant who aids financial advisors in firm transitions, dives into the recent LPL acquisition of Commonwealth and its effects on the industry. She discusses the critical 'fit test' for advisors contemplating a move and the legal complexities surrounding ownership in advisory practices. Shelby highlights the emotional challenges tied to transitions and the necessity for effective communication with clients. She also stresses the importance of regularly evaluating business channels to ensure advisors align with their goals and maintain client well-being.

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. Listen in as they go over an important question to ask at the beginning of a meeting that may create valuable clarity, as well as the role of your ego (and how it often needs to be pushed out of the way so that you can be intentional about leaving room for improvement). You’ll get valuable insight into how to better understand your clients and communicate in ways that actually allow you to deliver massive value. Encore Episode: Stop Talking Yourself Out Of The Sale! Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Discover the concept of 'counting the reps' in financial advising and how true growth demands discomfort and discipline. Explore obstacles faced by small business owners and the importance of effective strategies for meaningful progress. Learn about mastering task execution and the value of proactive practice in client engagement. Delve into setting measurable outreach goals and the power of consistent practice in content creation. The episode emphasizes time management as a key to personal and professional success.

Feeling overwhelmed by tasks you can handle but shouldn't? Discover the perks of hiring a virtual assistant to maximize your productivity. The hosts dive into the common pitfalls of delegation and share how trust and communication are vital for success. They also explore the flexibility and budget advantages of virtual help compared to full-time employees. Get insights on effective collaboration that can transform your workflow and free up time for what truly matters.

In this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares insights from his career shift after the 2008 financial crisis and explains how high-income earners can benefit from oil and gas through tax deductions and bonus depreciation. They discuss key risks, the importance of transparency, and why advisors must understand alternatives to better serve and retain clients. Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steve Blackwell Website| LinkedIn    

In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtual assistants. They discuss the challenges posed by AI in the hiring process, the importance of training and onboarding, and how to build strong relationships with assistants. Julie shares insights on identifying red flags in candidates, preparing for turnover, and knowing when to part ways with an assistant. The conversation emphasizes the need for effective communication, trust, and the right talent to ensure success in the virtual assistance space. Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Julie Gilles: Website | LinkedIn  

If you’re new to skiing and it’s your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can’t go from zero meetings to thirty and expect that it’ll go well and that you won’t burn out. On today’s episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practice now. Encore Episode: Did Surge Abandon You? Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and client communications. They explore how historical market events can inform current practices, the importance of maintaining client relationships during turbulent times, and the evolving landscape of financial advisory practices. The conversation delves into the significance of talent in determining valuations, the necessity of developing the next generation of advisors, and the role of culture and environment in mergers and acquisitions. The episode concludes with insights on the due diligence process in M&A and the importance of finding the right fit for advisors looking to transition their practices. Valuations in a Changing Market With Scott DiGiammarino Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino:Website  | LinkedIn - Get your practice valuation here

In this episode, Matt and Micah discuss the concept of 'Surge' in financial advising, emphasizing the importance of delivering massive value to clients. They explore the logistics of scheduling client meetings, the benefits of focused interactions, and the necessity of having systems and checklists in place to enhance efficiency. The conversation highlights the significance of preparation and continuous refinement of processes to ensure a successful surge cycle, ultimately leading to better client relationships and business outcomes. Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn