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
May 20, 2024 • 31min
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]
Claire Myers Vitale, hiring guru, shares insights on assembling high-performing teams and creating a strong value proposition. Topics include aligning compensation structures, leveraging executive assistants, crafting irresistible offers, evaluating culture fit, and actionable insights for building dream teams in the financial industry.
May 17, 2024 • 7min
Enhancing Client Communication and Interactions
Micah and Matt discuss client communication strategies, emphasizing credibility and leveraging references. They address handling unfamiliar client questions with validation and confidence. Jamie stresses the importance of experiencing processes from the client's perspective and training teams for service excellence. The episode highlights the value of effective communication scripts and firsthand client experiences to enhance advisor practices.
May 16, 2024 • 30min
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters
The podcast explores the pivotal role of client experience in financial advising, advocating for advisors to understand the client's journey. Drawing parallels with other industries like construction, it emphasizes the value of hands-on experience and continuous improvement for exceptional service. The importance of maintaining high standards, dressing professionally, and behaving confidently to elevate client interactions is also discussed.
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.
12 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.
