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
14 snips
Apr 1, 2024 • 34min
Throwback: Show Me The Beef! [Episode 250]
In this podcast, the hosts discuss the importance of prospect meetings in the financial advisory world. They provide tips on how to deliver value, listen attentively, and engage clients in discussions about estate planning. The chapters cover analyzing prospect meetings, validating clients' decisions, and enhancing client interaction for more efficient outcomes.
Mar 29, 2024 • 8min
Relationship Building and Preventing Failures with Surge
David Gow, a financial advisor, stresses the significance of asking the right questions and understanding each client's unique needs. They discuss the role of financial advisors in building trust with clients. Amber shares insights on Surge scheduling and the importance of setting boundaries to prevent fatigue.
Mar 28, 2024 • 39min
How Surge Fails
The podcast discusses the concept of Surge for financial advisors, focusing on delivering value to clients, efficient time management, and maintaining profitability. It emphasizes strategic scheduling, inflexible surge rules, and after-action reports for evaluating performance.
21 snips
Mar 25, 2024 • 26min
Client Relationships And Connections With Guest David Gow [Episode 249]
Financial planner David Gow shares insights on client meeting processes, importance of trust, self-reflection, and asking powerful questions. Emphasizes emotional engagement and building trust through connections in financial planning relationships.
Mar 22, 2024 • 8min
Communicating Roth Conversions and The Best Time for Surge
Discussing the importance of intentional communication with clients and simplifying topics, focusing on Roth conversions and tax conversations. Exploring Surge meetings, their benefits for clients and advisors, and the best times to schedule them throughout the year.
Mar 21, 2024 • 31min
The Perfect Surge Dates
Exploring Surge, a time-blocking strategy for advisors to optimize schedules and deliver value to clients. Jamie shares origins and evolution of Surge, along with a detailed surge schedule based on client needs and advisor efficiency. Discussions on fair compensation, time blocking, and strategic client meetings for financial advisors.
9 snips
Mar 18, 2024 • 36min
Throwback: Roth Conversions [Episode 248]
Explore the importance of clear communication in financial planning, focusing on Roth conversions. Learn how to simplify complex concepts for clients, avoid overcomplicating things, and make informed decisions. Get tips on efficient client communication, strategic planning for retirement, and collaborating with tax experts. Discover the benefits of Roth conversions during market downturns and the value of record-keeping for financial efficiency.
Mar 15, 2024 • 8min
Genuine Communication and Prospecting Pitfalls
In this episode, we’re recapping this week’s discussion on sales and communication in the financial advisory industry and how effective communication is not about forcing someone to buy something but rather about understanding and helping clients achieve their goals. We also review the importance of building a proper prospect process and avoiding common pitfalls in prospect meetings. Resources in today's episode: - Episode website - Communication, Not Sales [Episode 247] - When Prospecting Goes Wrong - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.
Mar 14, 2024 • 26min
When Prospecting Goes Wrong
Avoiding unwanted clients by maintaining a proper prospect process and utilizing a CRM system. Importance of clear documentation and following standardized workflows for efficiency. Emphasizing the significance of consistent prospecting processes for business success and navigating prospect meetings for growth opportunities.
Mar 11, 2024 • 30min
Communication, Not Sales [Episode 247]
Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associated with sales and emphasize the need for good, practiced communication skills. They highlight the role of role-playing in improving communication and stress the importance of having a consistent process. Communication, Not Sales [Episode 247] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn - Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.
