The Perfect RIA Matthew Jarvis & Micah Shilanski, Finance Rockstars

In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies. They underscore the significance of structured processes and transparent communication in fostering client trust and satisfaction. Micah delineates his method, which involves distinct meetings tailored to estate planning, risk management, retirement income, investments, and taxes, ensuring comprehensive coverage of client needs. Meanwhile, Matt prioritizes swiftly integrating clients into the standard client rotation while tackling essential financial planning aspects. Throughout their discussion, the duo highlights the paramount importance of effective communication and delivering tangible value to clients at every step of the onboarding journey. Remember to email lifestyle@theperfectria.com so you don’t miss this, or any, masterclass release

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Micah Shilanski: Website | LinkedIn
- Don’t miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.
 

In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability in client relationships. 
Resources in today's episode:

- Episode Website
- Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
- How Are You Accountable When You Make a Client Mistake?
- Join us for TPR LIVE on September 25th!

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction. 
How Are You Accountable When You Make a Client Mistake?

Resources in today's episode:

- Surge Masterclass
- Radical Candor by Kim Scott
 

In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationships. She emphasizes the need for entrepreneurs to view their family as their greatest asset and to avoid treating their spouse as an employee. Kelly also discusses the concept of the unhealthy alpha and provides insights on how to identify and shift away from unhealthy alpha traits, as well as the term breadcrumbs to the muse and how they can enhance relationships.
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Kelly Clements: Website | LinkedIn
- Grow Your Business Without Growing Apart: Book | Course
- Steven Kotler Flow
 

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and the client's choice to pay for that value.  Finally, she explores the topic of receiving and delivering criticism, emphasizing the importance of constructive feedback and open communication.
Resources in today's episode:

- Episode Website
- Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
- How To Take A Hit

In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences with criticism, which led to this episode, and offers strategies for delivering and receiving constructive feedback. 

How To Take A Hit

Resources in today's episode:

- The Perfect RIA Podcast on Apple