THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • How to tell if you’re playing office.
  • What activities are considered playing office.
  • Why you don’t need a shopkeeper’s mentality
  • The importance of looking at how your team might be playing office.
  • How to eliminate distractions.
  • Why you don’t need long client meetings to prove your value.
Table of Contents
  1. What You'll Learn In Today's Episode:
  2. Ideas Worth Sharing:
  3. Resources In Today's Episode:

Do you think playing office means that you’re at your desk playing solitaire? We all need downtime, and we all play office, but what’s more important is whether you are performing your productive activities first, those that will move the needle, or if you’re spending your day ‘researching.’ On today’s episode, Matt and Micah discuss one of their biggest pet peeves with advisors who play office but also claim they are too busy.

Listen in as they share what to look for in your day-to-day activities that could mean you’re playing office and how to create forcing mechanisms to help you become more intentional with your time.

Ideas Worth Sharing:

‘I think it’s possible for virtually every advisor to double their practice, but it’s not easy.’ Matthew Jarvis Share on X ‘If you’re telling yourself right now that you’re not playing office, you are lying to yourself.’ - Micah Shilanski Share on X ‘They have this consistent theme which is that they take what are proven systems and they work really, really hard.’ - Matthew Jarvis Share on X

Resources In Today's Episode:

Recommended Podcast

Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

See More

Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

See More

Encore episode – Double Your Practice

Matthew will share how to double your success in the four areas of practice success.

See More

Contact Us