The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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The Perfect RIA

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

  1. 2 DAYS AGO

    Power Moves: Smart Business Planning and Savvy Hiring

    In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top talent. On Monday, Matt and Micah emphasized that delivering massive value doesn't happen by chance. They advocated for dedicated business planning sessions that involve four key areas: analyzing current performance with accurate data, setting short and long-term goals, aligning these goals with your ideal life vision, and establishing measurable action steps. On Thursday, Jamie offered a fresh perspective on hiring in today's competitive job market. She suggested creating a thorough hiring process to identify candidates truly invested in a career change rather than just seeking a job. Jamie provided valuable information on the roles she's consistently hiring for and shared insights on compensation ranges for various positions, from entry-level to senior roles. Resources in today's episode: - Episode Website - A Failure to Plan is a Plan to Fail [Episode 281] - What Are We Paying Employees?

    8 min

  2. 3 DAYS AGO

    What Are We Paying Employees?

    In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in unexpected places. But it's not just about getting top talent through the door - it's about keeping them from walking out. Transparency takes center stage as Jamie makes a compelling case for open compensation talks. She argues that laying all the cards on the table isn't just fair play; it's a great plan for building unshakeable trust with your team. What Are We Paying Employees? Resources in today's episode: - Janine Driver - Ritz Carlton Training - Udemy - Dale Carnegie Training

    38 min

  3. 6 DAYS AGO

    A Failure to Plan is a Plan to Fail [Episode 281]

    In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're headed, arguing that this clarity is the compass for any successful journey in finance. Matt and Micah also emphasize aligning your professional goals with your dream lifestyle because what's the point of success if you're not living your best life? They advocate for measuring progress with actionable metrics and creating a game plan that turns lofty ambitions into tangible results. Their message is clear: in the fast-paced world of financial advising, standing still is moving backward. A Failure to Plan is a Plan to Fail [Episode 281] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

    29 min

  4. 1 NOV

    Bitcoin Battles and Value Add Victories

    In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods. Monday's episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitcoin's role in investment portfolios, with Matt expressing skepticism about its utility beyond gambling and criminal activity. In contrast, Isaiah passionately argued for Bitcoin's potential as a transformative technology in human history. Thursday's encore episode featured Jamie's insights on implementing value adds during surge periods and optimizing post-surge activities. Jamie stressed the importance of planning value adds a year in advance, rotating them every few years to accommodate changing client needs. Post-surge activities include thorough debriefs, analyzing trends in client questions, and fostering team collaboration. Resources in today's episode: - Episode Website - The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280] - Encore Episode: Managing Value Adds In Surge

    6 min

  5. 31 OCT

    Encore Episode: Managing Value Adds In Surge

    In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The discussion also highlights the benefits of post-surge debriefs as opportunities to identify areas for improvement and foster a culture of continuous growth. She illuminates the power of effective communication and the value of truly understanding client assets, showing how these skills can uncover new opportunities. Encore Episode: Managing Value Adds In Surge

    24 min

  6. 28 OCT

    The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]

    Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Together, they unpack the complex and often controversial topic of Bitcoin and its potential impact on financial advisors. The conversation heats up as Matt's skepticism collides with Isaiah's enthusiasm for Bitcoin's possibilities. Is it a revolutionary financial tool or an overhyped digital asset? They explore Bitcoin's various roles - from a store of value to a medium of exchange - and its potential to shake up the financial sector. But it's not all theoretical discussion. The debate tackles real-world challenges head-on, including the looming specter of government regulations and how they might shape Bitcoin's future.  The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Isaiah Douglass: Website | LinkedIn - David DeCelle: Website | LinkedIn

    52 min

  7. 25 OCT

    Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

    In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client relationships. Matt and Micah kicked off the week by emphasizing the importance of mastering essential skills to elevate your practice. They stressed the significance of setting clear expectations when bringing on new team members, whether they're junior advisors or support staff, highlighted common pitfalls in leadership, such as failing to establish firm boundaries and non-negotiable standards. The conversation then shifted to professionalism in financial advising, with Jamie Shilanski joined by her father, Floyd. They discussed the unique challenge financial advisors face in succinctly describing their profession compared to other professionals like doctors or lawyers. Floyd shares insights on effectively communicating the value of financial planning services, emphasizing the importance of putting clients first and charging according to the value provided. Resources in today's episode: - Episode Website - Learning Opportunity or Time To Go [Episode 279] - A Tangent with Floyd Shilanski

    8 min

  8. 24 OCT

    A Tangent with Floyd Shilanski

    In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of the industry, from the growth-focused early stages of an advisor's career to the nuanced expertise of seasoned professionals. They tackle a provocative question: what does it truly mean to be a professional in this field? They argue that recognizing and charging for one's value is not just acceptable, but necessary.  Jamie and Floyd don't overlook the human element of financial advisory. They delve into the art of building trust and strong relationships with clients, acknowledging the emotional aspects that often underpin financial decisions. The conversation also touches on generational differences in approaching finance careers, offering insights into how the profession is perceived and pursued by different age groups. A Tangent with Floyd Shilanski

    36 min
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About

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

Information

  • Creator
    Matthew Jarvis, CFP® & Micah Shilanski, CFP®
  • Years Active
    2018 - 2024
  • Episodes
    747
  • Rating
    Clean
  • Copyright
    © 2024 by The Perfect RIA. All rights reserved.
  • Show Website
    The Perfect RIA

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