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

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on communication strategies for financial advisors. She highlighted the importance of delegating tasks effectively, prioritizing high-value activities, and establishing clear communication policies within a practice. Jamie emphasized creating an environment where team members can comfortably follow up on tasks and the need for regular team meetings. She underscores that mastering these communication skills is essential for advisors aiming to boost productivity, increase revenue, and build a high-performing team.
Resources in today's episode:
- Episode Website
- Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
- Employees: Following Up or Nagging? Is There a Difference?

In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is crucial for advisors looking to focus on high-value tasks and grow their business exponentially.
Communication takes center stage as Jamie emphasizes the critical importance of setting crystal-clear expectations and establishing robust communication policies with your team. Learn the fine art of effective follow-up, distinguishing it from mere nagging, and discover how consistent, respectful communication can ensure task completion and drive success.
Employees: Following Up or Nagging? Is There a Difference?

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe for disaster, and how to avoid these self-dealing traps. You'll also gain insights into transforming your practice through proactive and intentional tax planning strategies that set you apart from the competition. Don't let tax complexities derail your clients' financial future.
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Steven Jarvis: LinkedIn | Website
- 8606 Masterclass
- 37 Point Masterclass On Reviewing Tax Returns
- 2nd Annual Tax Summit
 

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes.
Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating how expert leadership can enhance both client satisfaction and advisor success.
The episode then explores the universal traits of successful individuals, as discussed by Jamie. She emphasizes the importance of optimism, resilience, and strategic goal-setting for financial advisors. Jamie also highlighted the role of constructive criticism in leadership and offers tips on improving discipline and task prioritization.
Resources in today's episode:
- Episode Website
- The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
- How to Achieve Success in 2 Steps

In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from innate talent, instead emphasizing the power of a winning mindset.
Jamie explains that true optimism in leadership goes beyond positivity and involves strategic goal-setting and actionable plans. She also highlights the importance of grit—the discipline and tenacity needed to prioritize tasks that drive long-term success. Jamie shares insights on proactive goal-setting, avoiding unproductive "office play," and aligning actions with future aspirations.
How to Achieve Success in 2 Steps

Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements.
Throughout the discussion, Tracy highlights critical strategies for advisors: setting realistic client expectations when incorporating annuities into wealth plans, carefully selecting reputable carriers to ensure long-term financial security, and considering partnerships with insurance specialists to provide comprehensive solutions. Tracy encourages financial advisors to broaden their perspective on annuities, positioning them as valuable tools in holistic wealth planning. He stresses the importance of continuous learning about these products to build trust with clients and enhance overall wealth management strategies.
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Tracy Lownsberry: Website | LinkedIn
- Mindset by Dr. Carol Dweck
- Positive Words, Powerful Results by Hal Urban