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
Mar 8, 2024 • 9min
Talent Acquisition and Profitable Prospect Meetings
In this episode, Amber first reviews the key takeaways from Monday’s episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of recruiting and retaining A players by showing them a clear plan and path for their career growth. She also highlights the significance of supporting team members and giving back to the community. Additionally, she explores the strategy of charging for prospect meetings and the value it brings to financial advisors. Resources in today's episode: - Episode Website - Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] - Charging For Prospect Meetings
Mar 7, 2024 • 37min
Charging For Prospect Meetings
In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates, and explains how they began charging for prospect meetings. Jamie emphasizes the value that financial advisors provide and challenges the mindset that their services should be given away for free. She outlines the process of charging for consultations and highlights the focus on delivering value to prospects. Jamie also addresses common concerns and misconceptions about charging for initial meetings and emphasizes the importance of consistency and integrity in pricing. Charging For Prospect Meetings Resources in today's episode: - Shilanski and Associates Initial Consultation Agreement - Jarvis Financial Sleep On It Process
Mar 4, 2024 • 28min
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
The podcast discusses the importance of hiring and retaining top talent, focusing on providing employees with clear career paths and aligning their trajectory with the company's future plans. It also highlights the significance of generosity in attracting and retaining talent, and building a culture of meaningful contribution and team engagement through personalized gestures.
Mar 1, 2024 • 9min
Prospecting and Pregame Strategies
In this episode, we’re recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We’re also sharing how to identify good-fit prospects and the importance of marketing and consistency. Resources in today's episode: - Episode Website - Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] - Prospecting That Works for Advisors - Don’t miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.
Feb 29, 2024 • 30min
Prospecting That Works for Advisors
The podcast discusses the importance of consistency in marketing for financial advisors, the significance of setting realistic targets, and the need for discipline in achieving success. Topics include client segmentation, niche prospecting strategies, hosting effective seminars, and enhancing financial practice efficiency and profitability.
Feb 26, 2024 • 21min
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
Matt and Micah share insights on perfecting the prospect process by creating value in the prospect's mind. They emphasize the importance of small details in setting up successful first meetings, including personalized greetings and positive environments. The podcast explores strategies for maintaining focus, setting boundaries, and using evidence-based affirmations for confidence in client interactions.
Feb 23, 2024 • 9min
Masterminds and Navigating Nepotism in the Workplace
In this recap episode, we’re sharing why Monday’s guest, Aaron Walker, believes entrepreneurs need to break out of isolation, seek support from others, and how joining a mastermind group transformed his life. We’ll also recap the challenges of nepotism in the workforce and the importance of working for someone else before joining a family business. Resources in today's episode: - Episode Website- The Power of Masterminds with Guest Aaron Walker - Should I Let My Kids Work For Me?
Feb 22, 2024 • 36min
Should I Let My Kids Work For Me?
In this episode, Jamie discusses the concept of nepo babies and the importance of teaching children the value of hard work, honesty, and kindness. She shares personal stories and experiences from her own family, highlighting the challenges and benefits of being raised in a family business. Jamie emphasizes the need for children to work for other companies first to gain valuable experience and avoid the perception of entitlement. Should I Let My Kids Work For Me? Resources in today's episode: - Family Offices: An Interview with Floyd Shilanski
Feb 19, 2024 • 27min
The Power of Masterminds with Guest Aaron Walker [Episode 244]
Aaron Walker, an expert on mastermind groups, discusses the transformative power of vulnerability, trust, and diverse perspectives within these groups. He emphasizes the impact of unhealed wounds and the benefits of joining a mastermind group for personal and professional growth.
Feb 16, 2024 • 9min
Crisis Preparedness and Disaster Recovery
In this episode, Amber recaps Matt and Micah’s conversation about being prepared for emergencies and disasters in both personal and professional life and the illusion of knowing what to do in a crisis. It’s important to prepare for emergencies in your practice, such as employee turnover or loss of clients. In addition, she recaps Jamie’s tips for preparedness, the importance of having a disaster recovery plan, and why you need to be cautious about taking advice from people without knowledge or experience in a given situation. Resources in today's episode: - Episode Website - No One Will Fix It For You - Sinking Ships
