The Perfect RIA

In this week’s recap, Amber Kuhn is highlighting business growth and personal development. On Monday, Matt and Micah shattered the myth of silver bullet solutions, emphasizing that true progress comes from doing the hard, uncomfortable work. The real game-changer isn't a flashy new logo or website but a consistent, meaningful effort that pushes you beyond your comfort zone. On Thursday, Jamie's segment dove into productivity strategies, highlighting the critical importance of documenting repeatable processes, practicing radical self-honesty, and learning from failures through after-action reports. The key message? Stop wishing and start doing. Successful entrepreneurs don't just dream - they create actionable plans, audit their systems, and surround themselves with growth-minded individuals. Resources in today's episode: - Episode Website - Yes, There is One Silver Bullet [Episode 288] - Encore Episode: Goals and Productivity

In this encore episode, Jamie Shilanski dives into how you approach personal and professional growth. Forget wishful thinking – this is about transforming goals from pipe dreams to concrete realities through strategic self-reflection and relentless improvement. Jamie cuts through the noise with her perspective on success, revealing the critical difference between merely looking through a window at your potential and using a mirror to truly understand your progress. Her core message is crystal clear: success isn't about perfection; it's about progress. Documenting your journey isn't just administrative busywork – it's the blueprint for sustainable business continuity and personal development. Instead of wallowing in setbacks, Jamie champions the art of the "after-action report" – a powerful tool that transforms mistakes into learning opportunities. She challenges listeners to ditch the victim mentality and instead cultivate a growth mindset that treats every stumble as a stepping stone to greatness. Pro-tip for ambitious professionals: A goal without a plan is just a wish. Surround yourself with people who don't just support your dreams but who challenge you to exceed them. Build a team and personal culture that celebrates accountability, embraces continuous learning, and turns potential into performance. Encore Episode: Goals and Productivity  

In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy of overnight miracles and magical quick fixes. This episode is a no-nonsense dive into the unglamorous—but absolutely essential—reality of building a thriving practice. Spoiler alert: There's no silver bullet waiting to transform your business overnight. Those shiny logo packages, sparkling new websites, and expensive consultants? They're not your golden ticket. The episode challenges financial advisors to stop looking for shortcuts and start investing in what truly matters. It's about refining your processes with surgical precision, mastering the art of communication, and developing a level of accountability so extreme it might make your past self blush. Success isn't about looking good—it's about doing the work that most people are too afraid to tackle. Yes, There is One Silver Bullet [Episode 288] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - The Comfort Crisis by Michael Easter  

In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Financial History," joined Matt to offer a profound perspective on understanding market dynamics through historical context. Mark emphasizes that true financial wisdom comes from understanding historical patterns without falling into the trap of believing "this time it's different." On Thursday, Jamie brought an equally transformative message about goal setting that goes far beyond typical motivational rhetoric. Her core philosophy cuts to the heart of personal and professional development: a goal without a plan is merely a wish. She challenges setting goals that are genuinely intimidating – ones that make you uncomfortable and push you beyond your comfort zone. The key, she argues, is not just in setting ambitious targets but in creating deliberate, specific action plans with clear responsibilities and deadlines. Resources in today's episode: - Episode Website - The Role of History in Financial Advising With Guest Mark Higgins - Encore Episode: Goal Setting

In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success isn't about dreaming—it's about doing. Jamie challenges financial advisors to move beyond vague aspirations and craft meticulously designed roadmaps that bridge the gap between where they are and where they want to be. Diving deep into the psychology of achievement, she unpacks the critical importance of creating specific, actionable goals that go far beyond mere hope. Her insights reveal how successful financial advisors transform abstract dreams into concrete plans, complete with measurable milestones and strategic checkpoints. Encore Episode: Goal Setting

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a treasure trove of knowledge, unpacking how understanding the financial past can be your crystal ball for navigating today's economic maze. From the intricate web of national debt to the future of entitlements, the conversation peels back layers of economic complexity that most advisors never explore. Listen in to discover how historical perspective can be your most powerful investment strategy because in the world of finance, those who understand the past are uniquely positioned to conquer the future. The Role of History in Financial Advising With Guest Mark Higgins [Episode 287] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Mark Higgins: Book | LinkedIn | Newsletter | IFA Institutional

Explore the intricacies of billing and fee collection in the financial advisory world. Advisors often undervalue their services, which leads to significant revenue loss. Discover the strategic '3 Ps' method for evaluating clients: personability, productivity, and profitability. Get insights on important financial metrics like pipeline analysis and EBITDA. Learn how proactive planning can enhance client relationships and improve overall business profitability as year-end approaches.

In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform their practices from good to extraordinary. Diving deep into the art and science of year-end business planning, Jamie unpacks the critical components that separate thriving practices from merely surviving ones. Jamie provides a comprehensive guide to financial advisor success, revealing how understanding key performance indicators (KPIs) can be the secret to operational excellence. At the heart of the discussion are crucial financial metrics like EBOC (Earnings Before Owner Compensation) and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). These aren't just fancy acronyms—they're powerful tools that offer a crystal-clear view of a practice's financial health and operational efficiency. Jamie challenges advisors to treat their own business with the same meticulous planning they apply to client portfolios, creating a culture of accountability and strategic growth. Show Me Your EBITDA Resources in today's episode: - Year-End Business Planning How To

Lacey Shrum, founder and president of Smart KX, helps financial advisors navigate the tricky waters of fee billing. In this engaging discussion, Lacey reveals how manual billing errors can lead to severe consequences, even legal trouble. She emphasizes the psychological barriers that prevent advisors from accurately valuing their services and adjusting fees. The importance of automated billing systems is highlighted to avoid risks and enhance revenue. Lacey also stresses effective communication with clients to build trust and ensure adherence to fiduciary responsibilities.

Discover how Edward Jones built a $2.1 trillion empire while keeping its secrets close. Learn the importance of mindset and the art of year-end planning. The discussion challenges the notion of the 150-client ceiling, urging financial advisors to think bigger and smarter. Plus, tips to convert prospects into clients faster than you can say 'compliance.' This insightful talk is packed with strategies to elevate your practice into a financial powerhouse.