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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.
Reading Time with Jarvis – Measure What Matters by John Doerr
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How Much Should I Be Charging? [Episode 100]
At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big hang-up ......
Tips from the Trenches – Gifting Money to Kids
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Should I Leave My Broker Dealer This Year? [Episode 99]
“Should I leave my broker dealer this year?” is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They ......
Reading Time with Jarvis – Simple Wealth, Inevitable Wealth by Nick Murray
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Tips from the Trenches – Paying Your House off in Retirement
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Sten Morgan Interview [Episode 98]
Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it’s also about the way you deliver ......
Reading Time with Jarvis – A Random Walk Down Wall Street by Burton Malkiel
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Professing Our Love for Kitces [Episode 97]
Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incredible insight found in ......
Tips from the Trenches – Pay Raises in Retirement
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John Lee Dumas Interview [Episode 96]
While we, like many financial advisors, take pride in doing 30-40 surge meetings in a week, John Lee Dumas does 20 podcast interviews in one day. And that’s not the ......
Reading Time with Jarvis – Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland
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Tips from the Trenches – What if X Happens When I Retire?
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Reading Time with Jarvis – Drive by Daniel Pink
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FPA Presentation [Episode 95]
What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today they’ll be addressing this, ......
Tips from the Trenches – Convincing Clients They Can Retire
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How Do I Start a Mastermind Group? [Episode 94]
Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details of how you can start ......
Reading Time with Jarvis – The Ultimate Sales Machine by Chet Holmes
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How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]
What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with ......
Tips from the Trenches – Politics
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Reading Time with Jarvis – The Godfather of Lifestyle Businesses, Tim Ferriss
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When Clients Don’t Transfer Assets [Episode 92]
Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you’re really doing is compromising your values. ......
Reading Time with Jarvis – Love and Logic for Advisors
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Implementing Surge Meetings with Taylor Schulte
Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now ......
Tips from the Trenches – Guided Discovery
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Why Isn’t This Working? [Episode 91]
Very often, it takes failure to learn the necessary lessons—and multiple no‘s to reach the right yes. Micah and Matthew have both gone through their fair share of failures before ......
Reading Time with Jarvis – Lessons from Jocko
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When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]
After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn’t waste his time. So in this ......
Tips from the Trenches – Work Life Balance
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Am I Charging Too Much?!? [Episode 89]
What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit down and ......
Reading Time with Jarvis – Nick Murray, The Godfather of Financial Planning
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How Do I Fire A Client? [Episode 88]
We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it’s for the best. So today Matt and ......
Tips from the Trenches – PPP
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What Are My Prospects Thinking About… [Episode 87]
One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear or unrealistic predictions being made ......
Tips from the Trenches – Making Assumptions
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Am I A Good Enough Advisor? [Episode 86]
Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities ......
I Screwed Up. Now What? [Episode 85]
Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you’ve probably made your fair share. And the truth is, how you handle ......
5 Delegation Mistakes [Episode 84]
What came first: surge meetings or delegation? There’s no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could ......
Is Lifestyle Code for Lazy? [Episode 83]
In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it’s easy to get defensive, a better idea is to ......
Taxes Part 2 [Episode 82]
Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and ......
The Rosetta Stone to Delivering Massive Value [Episode 81]
Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in ......
Go To Work Naked [Episode 80]
We’ve all heard the phrase “dressing for success,” but do you really believe that how you dress matters? If your answer is no—or if you’re on the fence—then you need ......
With Guest John Barron [Episode 79]
Hearing rejection time and time again can be a soul-crushing experience. In today’s episode, business coach John Barron stops by to share his approach to the sales process that will ......
I HATE Matt & Micah [Episode 78]
When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today ......
Surge Meetings [Episode 77]
Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and ......
LTC Planning [Episode 76]
Today’s topic is one that can be a bit of a hot button, but it’s something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit ......
Fee Compression My ________ [Episode 75]
There’s a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired up about this thing called ......
When YOU Haven’t Demonstrated Value [Episode 74]
Sitting down with a potential client who is reluctant or doesn’t see your value from the start is something that can mess with you if you don’t have a plan. ......
Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to ......
Starting a Podcast and Renting Success – with Benjamin Brandt [Episode 72]
Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podcast, Benjamin inspires people to be ......
Head Trash with Coach Joe Lukacs [Episode 71]
This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you’re in a good headspace that will allow you to effectively help ......
Lessons from the Slopes [Episode 70]
Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. For a few years ......
Corona Virus [Episode 69]
When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them feel comfortable with the plans ......
Team Work Makes the Dream Work [Episode 68]
Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen from Q2 consulting is taking ......
Getting the First Appointment – Part 2 [Episode 67]
Have you registered for the webinar on February 27th at 9 am PST where Micah and Matthew will discuss why developing a powerful prospecting system is crucial in setting the ......
Getting Past the First Prospect Meeting [Episode 66]
Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways ......
Real Estate and the Secure Act [Episode 65]
Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a simple solution that helps ......
RMD Value Adds [Episode 64]
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth ......
Million Dollar Ideas Are Worthless [Episode 63]
Advisors get stuck on great ideas all the time. What’s so bad about great ideas? Today Matt and Micah are going to share why these so-called “million dollar” ideas are ......
Beating The Markets [Episode 62]
Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and “outperforming” the ......
Distributions While Out of Office [Episode 61]
When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, ......
It’s A New Year [Episode 60]
As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a ......
Increasing Massive Value [Episode 59]
Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do ......
How to Choose a Coaching Program [Episode 58]
Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and ......
Managing Distractions [Episode 57]
The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on ......
Business Planning [Episode 56]
As 2020 approaches, it’s important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to ......
Measure the Real Stuff [Episode 55]
As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah ......
Do I Need A Coach? [Episode 54]
Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to find the perfect work-life ......
Working On Your Business, In Your Business, and With Your Business [Episode 53]
Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in your business? Today Matt and Micah ......
Massive Value – Investments [Episode 52]
A lot of advisors see investments as a sore spot in their practices, but it doesn’t have to be that way. Today Micah and Matt are going to talk about ......
Is This You? [Episode 51]
All entrepreneurs make mistakes sometimes, so today Micah and Matt are discussing what to do if you make an error in your practice. They will share examples of what they ......
How To Get Ready For A 3 Month Vacation [Episode 50]
There’s a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that difference might be? The answer ......
Running a Virtual Team [Episode 49]
How do you run a virtual team? Today Jamie Shilanski (Micah’s sister) joins the show to share how she does such a phenomenal job managing a virtual office and how ......
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 ......