The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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.
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.
Episodes
Mentioned books
Oct 24, 2024 • 36min
A Tangent with Floyd Shilanski
Floyd Shilanski, an experienced financial advisor and co-founder of Shalansky and Associates, joins his son Jamie for a deep dive into professionalism in financial planning. They discuss the evolution of the advisory landscape and the importance of recognizing one's value. The duo tackles building trust with clients and the emotional aspects of financial decisions. They also explore generational differences in career aspirations, advocating for a compassionate approach towards client relationships that extend beyond mere transactions.
Oct 21, 2024 • 28min
Learning Opportunity or Time To Go [Episode 279]
Explore the critical role of leadership and team management in financial advisory practices. Discover how clear expectations and firm boundaries can transform team dynamics. Uncover the importance of punctuality, integrity, and respect in fostering a productive environment. Learn the consequences of vague boundaries and the need for accountability, all while balancing cautionary tales with inspiring insights on effective leadership.
Oct 18, 2024 • 7min
The Devil's in the Details: Mastering Professionalism and Digital Discipline
The discussion highlights the crucial role of professionalism in advisory practices, stressing that small details like punctuality and dress code can influence success. Navigating the digital landscape is a double-edged sword, offering both convenience and distractions. The importance of maintaining human connections in financial advising is emphasized. Practical strategies for creating a healthy digital balance are shared, such as setting time limits and focusing on personal values rather than comparing oneself to the highlights of others.
Oct 17, 2024 • 30min
Is This The Grind?
Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the illusion of progress and the pitfalls of comparison in our digital age. Jamie exposes the hidden costs of our attachment to electronic devices and the illusion of others cracking the code. She shares her personal success filters and introduces the game-changing CHER test, a powerful tool to cut through the noise and focus on what truly matters in the long run. Is This The Grind?
Oct 14, 2024 • 26min
Yes, It Is Your Dress [Episode 278]
In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details – a sharp outfit, punctual arrival – can significantly shape client perceptions and build lasting trust. They explore how these seemingly small touches can have a profound impact on client relationships, potentially making or breaking crucial business connections. They also dive deep into the art of leading by example, offering practical advice on how to set and maintain high standards for yourself and your team. Yes, It Is Your Dress [Episode 278] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
Oct 11, 2024 • 7min
Avoiding Common Advisor Pitfalls and Embracing Sales Excellence
Financial advisors often stumble into common traps that can hinder their success. Effective communication and leveraging wholesaler relationships are essential for growth. It's crucial to recognize that everyone in the industry is essentially in sales, emphasizing integrity in every interaction. Building genuine connections with clients can significantly impact retention and closing prospects. The importance of teamwork and strategic time management also shines through, guiding advisors toward enhanced practices.
Oct 10, 2024 • 27min
The Art of Selling- Mastering Communication for Sales Success for People in Finance
Sales and negotiation are universal skills, essential in every profession. Jamie Shilanski emphasizes authenticity as the key to building trust with clients. Active listening and genuine curiosity are highlighted as tools for deeper understanding. Clear communication and empathy are essential for leadership and team success. The importance of structured follow-ups and a collaborative mindset is also discussed, creating a pathway to enhance professional relationships and outcomes.
Oct 7, 2024 • 29min
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
Matthew Delzingaro, a seasoned wholesaler with Brighthouse Financial, joins the conversation to shake up common practices in financial advising. He emphasizes the importance of intentionality in daily activities for boosting productivity and growth. Delzi calls out complacency among advisors, urging them to seek more from their relationships with wholesalers. The duo shares strategies for maximizing efficiency, such as the '95-50 rule' and leveraging technology in client management. They also highlight the significance of mentorship and stress testing in enhancing client relationships.
Oct 4, 2024 • 8min
Unique Abilities and Unbreakable Rules for Advisor Success
Explore the unique skills that advisors can leverage to build stronger partnerships, especially with CPAs. Discover valuable advice on shifting from busyness to productivity and focusing on high-impact activities. Dive into the importance of establishing clear team dynamics and leadership standards for organizational success. Learn how to balance professionalism with personal connection while emphasizing the need for consistent rule enforcement throughout the team. These insights can elevate any advisor’s approach to their business.
Oct 3, 2024 • 26min
What Rules Apply And To Who? Leaders Answer
Explore the essence of organizational success through team dynamics and leadership. Discover how day-to-day actions shape company culture and the importance of consistent rule enforcement. Jamie highlights that fairness and accountability empower team members to excel. Dive into how professionalism, communication, and shared values can enhance workplace dynamics. Personal stories illustrate the delicate balance of leadership within family contexts, promoting a collaborative culture for better decision-making and morale.
