383 episodes

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

The Perfect RIA Matthew Jarvis & Micah Shilanski, Finance Rockstars

    • Business
    • 4.8 • 400 Ratings

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

    Follow Up Friday - When Value Adds Go Wrong

    Follow Up Friday - When Value Adds Go Wrong

    When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process could go wrong but learning from others' mistakes? If you’re considering bringing on a new advisor to your firm, have you thought about how you’ll make that transition a positive experience for you, the new advisor, and especially your clients? When you hire a new team member, do you have a plan in place to train them from day one and ensure they continue to grow professionally? Listen in as we recap this week’s highlights and action items.
    http://bit.ly/3OgsuTO
     

    • 12 min
    Worlds to Conquer - Training Your Team

    Worlds to Conquer - Training Your Team

    When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your clients - so that client feels like the only client? On today’s Worlds To Conquer, Jamie shares what steps she takes to train her team, not just when they start, but on a continual basis, so they are constantly learning. She’ll also share the importance of note-taking and how it empowers you and your team.
    http://bit.ly/3AnaaCS

    • 23 min
    What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty

    What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty

    If you haven’t taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today’s What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He’ll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor.
    Listen in as Matthew Daugherty discusses the steps that he takes, from bringing on a new team member to the ongoing process that he takes to help his team and his clients with a transition.
    https://bit.ly/3Aq5EDM
     

    • 23 min
    When Value Adds Go Wrong [Episode 180]

    When Value Adds Go Wrong [Episode 180]

    At The Perfect RIA, we’re all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well.
    Matt and Micah will share the sometimes embarrassing mistakes that they’ve made while creating and sharing value adds. They’ll share not only their experiences with what went wrong and why but how they learned from these mistakes and made their processes better. Listen in as they discuss how planning, team discussions, and doing what works can make value adds a success with your clients.
    https://theperfectria.com/podcast/180

    • 24 min
    Follow Up Friday - The Retirement Income Timeline

    Follow Up Friday - The Retirement Income Timeline

    Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused on communication with your clients and shared numbers in the simplest way possible, helping to ease their concerns about moving into retirement? What if you have a strong level of technical expertise, but your clients still don’t understand your explanations? How do your team members set priorities with their tasks when it may feel as though everything is a priority. Listen in as we recap this week’s highlights and action items.
    http://bit.ly/3UMCS7N

    • 14 min
    Worlds to Conquer - Helping Team Members Set Priorities

    Worlds to Conquer - Helping Team Members Set Priorities

    Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how to handle those situations and what truly needs to come first? Listen in as Jamie shares her tips for helping your team understand how to organize their tasks and why you need a communication policy in place.
    http://bit.ly/3Tuy1XP
     

    • 18 min

Customer Reviews

4.8 out of 5
400 Ratings

400 Ratings

VRM Trey ,

Finally!

I’ve been waiting so long for a podcast where advisors, in the heat of the action provide the advisor experience to other advisors! A must listen if you are in the profession.

rbcc cfp ,

Real advice for and from real advisors

After finding this podcast, and implementing a lot that Micah and Matthew talk about, my business and effectiveness took off. I deliver more value to clients, take way more time off and have doubled my revenue in two years

Stokguy ,

The Perfect RIA is a Must Listen

If you are looking for an investment advisory business that creates massive value for clients then this podcast is a must listen. The amount of pure gold and actionable advice is incredible. These guys are at the tip of the spear and way ahead of the game if you are looking for a highly profitable lifestyle practice.

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