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In The Perfect RIA Podcast Micah and Matthew will share their own experience and ideas for building a practice that delivers massive value to clients, is hyper-efficient and highly-profitable, ALL while taking incredible amounts of time out of the office to be with family. Tune in here, or subscribe on iTunes, Stitcher, or Google Play.
Surge Week – How to Add Value to Your Meetings [Episode 48]
Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share ......
Is This Marketing? [Episode 47]
Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be ......
Mid Quarter Review [Episode 36]
While doing a mid-year review, Jarvis found that he had come in lower in hours than he expected. In this episode you will learn about the importance of tracking your ......
Staffing – How to Hire the RIGHT Person [Episode 35]
How do you know if it’s time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your ......
Ground Zero Prospecting [Episode 34]
It can be really hard to know where to begin when you’re building your practice from the ground up, so today’s episode covers the basics on how to start your ......
Mailbag [Episode 33]
This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will ......
Marketing Mistakes & How to Avoid Them [Episode 32]
If you think Matt and Micah’s journeys to building successful practices were easy, think again. They made just about every mistake along the way, and today they discuss where they ......
Staffing [Episode 31]
Regardless of the company, staffing issues happen, and it’s up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the ......
Profitability [Episode 30]
When it comes to generating positive revenue, it’s easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and ......
How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it’s important to understand the whole story. Today Matt and ......
How to Provide High-Value Services – with Ed Slott [Episode 28]
What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named ......
Stop Lying to Yourself [Episode 27]
There’s something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It’s easy to inflate the numbers in your practice, or even guess at ......
Appointments Outside of the Surge [Episode 26]
When it comes to client meetings, we’ve talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But what happens when someone ......
Luck of the Draw [Episode 25]
Too often, people hang onto the idea that anyone who is successful must be lucky. Worse yet, those same people decide that a similar type of success is impossible for ......
Let’s Talk About Taxes! Part 2
In this episode of the Perfect RIA Podcast: Matt and Micah revisit tax planning and expand upon the topic. Important Show Note/Disclaimer: When Micah discussed doing paperwork for ROTH conversions/rollovers, ......
Let’s Talk About Taxes! [Episode 23]
In this episode of the Perfect RIA Podcast: Micah and Matt show how an in-depth knowledge of taxes can increase the value you bring to clients. Let’s be honest here. ......
To Fee, or Not to Fee? [Episode 22]
In this Episode of the Perfect RIA Podcast: Matt and Micah offer clear perspectives on charging clients fees. You have probably spent a considerable amount of time researching the ‘right’ ......
Account Minimums as a Metric for Finding Ideal Clients [Episode 21]
In this Episode of the Perfect RIA Podcast: Matt and Micah break down the importance of resolve and consistency when considering account minimums. To frame the content of this episode, ......
Tips to Maximize Your Return on Time [Episode 20]
In this Episode of the Perfect RIA Podcast: Matt and Micah share their best practices for revenue-centered work There is nothing that kills the growth of your practice more than ......
Stop Pretending to Work [Episode 19]
In this Episode of the Perfect RIA Podcast: Hosts Matthew Jarvis and Micah Shilanski differentiate true work from pretend work. When Matthew compares financial advisors to NFL players, he is ......
Talking Points for True Communication with Clients [Episode 18]
In this Episode of the Perfect RIA Podcast: Matt and Micah share the importance of communicating with clients in a truly effective manner. Sometimes advisors can get so caught up ......
Coaching Your Clients Off the Ledge [Episode 17]
In this Episode of the Perfect RIA Podcast: Matt and Micah are here to provide some useful tips for communicating with clients during bear markets, recessions, and other seemingly calamitous ......
5 Business Lessons Learned from Disney World [Episode 16]
In this Episode of the Perfect RIA Podcast: Fresh from a Disney World vacation, Matt and Micah share a few lessons learned from their experience. Great businesses, services, or practices, ......
Confessions of a Wholesaler [Episode 15]
In this Episode of the Perfect RIA Podcast: Accomplished wholesaler Michael Appleby offers a unique perspective on what constitutes a successful financial practice. It is necessary to seek advice from ......
When, Why, and How to Fire a Client [Episode 14]
In this Episode of the Perfect RIA Podcast: Knowing full well the stressful task of firing a client, Matt and Micah impart some sound advice on the subject. The Bullet ......
A Roadmap for a Value-Driven Financial Plan [Episode 13]
In this Episode of the Perfect RIA Podcast: Matt and Micah communicate the tangible strengths of an effective, value-driven financial plan versus its counterpart, the impersonal and often software-reliant plans ......
Realistic Ruminations on Broker-Dealers [Episode 12]
In this Episode of the Perfect RIA Podcast: Matt and Micah broach the subject of either keeping, hiring, or parting ways with a broker-dealer. In this episode, Matt and Micah ......
Coach Joe Lukacs Revisited [Episode 11]
In this Episode of the Perfect RIA Podcast: Matt and Micah dissect their recent call with Coach Joe Lukacs to accentuate the finer points of everything discussed. Joe Lukacs was ......
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
In this Episode of the Perfect RIA Podcast: Advising coach, “Coach Joe” Lukacs, imparts on listeners his most impactful insights from the field. This episode starts with a warning from ......
Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
In this episode of the Perfect RIA podcast: Matt chats with Neil, a UK-based financial planner, about ways to simplify his practice. This episode of the Perfect RIA is chock-full ......
The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]
In this Episode of the Perfect RIA Podcast: Matt and Micah discuss the important distinction between being busy and staying productive. In this talk, Micah Shilanski and Matthew Jarvis let ......
The Art of Prospecting & Time-Blocking [Episode 7]
In this episode of the Perfect RIA Podcast: Matthew Jarvis provides valuable business strategies for fellow advisor Adam Hersh. We could all benefit from little tweaks in our routines from ......
A Primer for Determining Your Fee Schedule [Episode 6]
In this Episode of the Perfect RIA Podcast: Matthew Jarvis and Micah Shilanski show how simplicity, value structures, and confidence trump all when it comes to determining what to charge ......
Always Take the High Road [Episode 5]
In this Episode of the Perfect RIA Podcast: Matt and Micah give their two cents on what reputation and accountability mean in the professional realm. For some, reputation is just ......
Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]
In this Episode of the Perfect RIA Podcast: “It’s possible to view everything you do to produce a result in life, from brushing your teeth to whatever it is that ......
The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
In this Episode of the Perfect RIA Podcast: Matthew Jarvis teaches listeners the importance of using clear-cut English with clients. During the length of this concise talk, Matthew Jarvis recognizes ......
Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
In this Episode of the Perfect RIA Podcast: Gina Cotner breaks down the importance of proper delegation and the value of hiring an executive assistant. We all need a little ......
What Metrics Should Matter To Your Practice? [Episode 1]
There’s more to life than AUM — assets under management — to understanding the success of you and your firm. Listen in to learn more. Subscribe to the show and ......