The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®
  • 4.8 (450)
  • INVESTING
  • UPDATED SEMIWEEKLY
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. 1D AGO

    Encore episode - Client Segmentation

    Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn’t always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. So, in this episode, Micah and Matthew will be sharing the problems that develop when you start segmenting clients and what you can do to provide massive value instead. Listen in as the guys describe how to be more intentional with your practice and how to set realistic expectations with your clients. You will learn how to revolutionize your practice through effective communication, the importance of considering how much time a client actually takes out of your working hours, and how to respectfully “retire” clients. Encore episode - Client Segmentation Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

    24 min
  2. Navigating the New Era of Financial Advisory With Peter Velardi

    2D AGO

    Navigating the New Era of Financial Advisory With Peter Velardi

    In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They explore the shift from traditional independent practices to a more consolidated model, emphasizing the importance of understanding the true value of financial practices and the necessity of risk management. The conversation highlights the current market dynamics, the need for advisors to adapt to changing conditions, and the importance of seeking professional guidance in navigating these complexities. Navigating the New Era of Financial Advisory With Peter Velardi Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Peter Velardi: Website | LinkedIn - Get your practice valuation here

    30 min
  3. Work-Life Balance with Guest Dustin Frost [Episode 312]

    5D AGO

    Work-Life Balance with Guest Dustin Frost [Episode 312]

    In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur to running a successful tech company, his productivity strategies, and how he balances work and life. Dustin shares insights on building a strong team, accountability, and the importance of being present with family and friends. The conversation emphasizes the significance of discipline, passion, and effective client relationships in achieving success. Work-Life Balance with Guest Dustin Frost [Episode 312] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Dustin Frost: Website | LinkedIn

    30 min
  4. Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?

    JUN 6

    Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?

    What happens when a prospect says, “I have time tomorrow at 2 pm”? In today’s episode, Matthew and Micah compare this situation to being put into a Jiu-Jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them. Listen in as the guys break down how making exceptions for a client is actually going to take away from the value you provide. They also discuss the importance of setting very clear expectations (and how to be firm with them), how not to waver when it comes to your process, and more. Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate? Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

    32 min
  5. Lean Learning and Building True Fans with Pat Flynn [Episode 311]

    JUN 2

    Lean Learning and Building True Fans with Pat Flynn [Episode 311]

    In this episode of TPR Podcast, we’re joined by legendary entrepreneur, content creator, and author Pat Flynn. Known for pioneering transparency in online business through his blog Smart Passive Income, Pat shares his journey from architecture to content empire, covering everything from personal finance blogging to Pokémon YouTube channels. Lean Learning and Building True Fans with Pat Flynn [Episode 311] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Pat Flynn - Linkedin | Website

    27 min
  6. Encore Episode: What Is The Perfect RIA?

    MAY 30

    Encore Episode: What Is The Perfect RIA?

    In this Encore Episode Matt and Micah talk about how often you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you’re doing to your clients (or prospects) will allow them to recognize how much value you are adding to their life. So, today 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. Listen in to learn the importance of having a niche in who you serve, how to build a practice that is sustainable, and how to add even more value to your clients. Regardless of whether you are just starting out on your financial advisory journey or you are a seasoned advisor looking to up your game in the industry, this is the episode for you. Encore Episode: What Is The Perfect RIA? Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

    26 min
  7. Navigating The M&A Landscape With Jessica Polito [Episode 310]

    MAY 26

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

    In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory space. They discuss the current trends in M&A, the importance of understanding deal terms, and the emotional journey of selling a business. The conversation highlights the significance of context in business valuation, the challenges of succession planning, and the need for advisors to be proactive in their approach to potential buyers. Listeners are encouraged to maintain transparency and best practices in their business operations, regardless of their plans to sell. Navigating The M&A Landscape With Jessica Polito [Episode 310] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Jessica Polito - LinkedIn | Website

    28 min
  8. Encore episode - Double Your Practice

    MAY 23

    Encore episode - Double Your Practice

    In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success. Listen in as he explains how to calculate your effectiveness, as well as how to improve upon it. You will learn the benefit of writing down your goals and mapping them out on your calendar, how to become a master of tax planning, and why you should record—and watch—your client meetings so that you can improve them moving forward. Encore episode - Double Your Practice - Matt Jarvis: Website | LinkedIn - Buy Matt's Book

    20 min
See All (818)

4.8
out of 5
450 Ratings

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 - 2025
  • Episodes
    818
  • Rating
    Clean
  • Copyright
    © 2024 by The Perfect RIA. All rights reserved.
  • Show Website
    The Perfect RIA

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada