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
4 snips
May 13, 2024 • 29min
Bad Ways to Answer Clients [Episode 256]
Financial advisors Micah and Matt discuss effective client communication, stressing the importance of confident and well-researched responses to tough questions. They highlight the power of niche knowledge, streamlined systems, and thorough research in delivering impactful client interactions. Practical strategies for handling client concerns, understanding cash flow in retirement planning, and elevating advisor credibility are key takeaways from this insightful episode.
May 10, 2024 • 7min
Crafting Your Investments and Marketing Communication
Learn about aligning investments with client goals, effective communication in financial advising, strategic marketing strategies, and setting up 'Play Money accounts' for moral compatibility on this podcast.
May 9, 2024 • 31min
When Marketing Works
Explore the importance of active listening in marketing, use client vocabulary for effective communication, and focus on consistency in content creation. Learn about personalized customer service, financial webinar opportunities, and yearly marketing strategies for financial advisors.
May 6, 2024 • 29min
How Investments Work With Your Clients [Episode 255]
Explore how to prioritize client-centered financial discussions on cash flow, risk management, and taxes over investment details. Learn how to align investments with clients' goals and values, avoiding the 'playing office' syndrome. Discover strategies for effective communication and setting boundaries in financial planning. Dive into the importance of holistic financial planning and structured investment reviews for client success.
18 snips
May 3, 2024 • 8min
Strategic Client Onboarding and Enhancing Tax-Related Value
Discussion on optimizing client meetings, communication, and value-driven planning. Importance of structured client onboarding process and key meeting protocols. Tax planning strategies and collaborative efforts with CPAs for holistic financial advice. Emphasis on effective communication for tailored solutions and enduring client relationships.
May 2, 2024 • 30min
Creating Value Adds from the Tax Return
Jamie, an expert in navigating tax season complexities, discusses creating value adds for clients. Topics include strategic client meetings, secure data handling, collaboration with CPAs, differentiation between advice and planning, implementing value-added services like a 1099 checklist, setting deadlines, and crafting net worth reports.
9 snips
Apr 29, 2024 • 22min
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Micah and Matt share their expert approach to client onboarding, emphasizing structured processes and communication. They hold tailored meetings covering estate planning, risk management, retirement income, investments, and taxes. The importance of effective communication and delivering value to clients is highlighted throughout the discussion.
Apr 26, 2024 • 7min
How Relationships Fuel Growth and The Role of Accountability
In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability in client relationships. Resources in today's episode: - Episode Website - Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] - How Are You Accountable When You Make a Client Mistake? - Join us for TPR LIVE on September 25th!
Apr 25, 2024 • 28min
How Are You Accountable When You Make a Client Mistake?
In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction. How Are You Accountable When You Make a Client Mistake? Resources in today's episode: - Surge Masterclass - Radical Candor by Kim Scott
6 snips
Apr 22, 2024 • 22min
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
Author and coach Kelly Clements joins the podcast to discuss challenges faced by entrepreneurs in nurturing relationships. She emphasizes the importance of play, viewing family as an asset, and avoiding unhealthy alpha traits. Insights shared on breadcrumbs to the muse enhancing relationships.
