673 episodes

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.

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

    • Business
    • 4.8 • 432 Ratings

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.

    Encore Episode: Client Onboarding - Creating A Solid Foundation

    Encore Episode: Client Onboarding - Creating A Solid Foundation

    In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver massive value during the critical client onboarding phase. She shared her firm's dynamic approach to crafting unforgettable first impressions that lay the foundation for long-lasting, trust-based relationships.
    Jamie's blueprint covers all bases, from estate planning and cash flow management to insurance – a comprehensive roadmap for building an unshakable financial house that withstands any storm. With candid insights and actionable tips, this episode is a masterclass in setting boundaries, managing expectations, and delivering value that resonates deeply with clients. Jamie's wisdom will improve your onboarding process whether you're a seasoned pro or just starting. Listen in to gain a competitive edge and craft onboarding experiences that leave a lasting impression!
    Encore Episode: Client Onboarding - Creating A Solid Foundation

    • 34 min
    Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]

    Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]

    In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing team. They dive into the art of hiring and share invaluable strategies to attract top talent and create a powerhouse advisory firm. 
    Hiring the right people is a game-changer, but it's easier said than done. Claire and Matthew break down the hiring process, emphasizing the importance of aligning compensation structures with your practice's unique needs. They also explore the immense value an executive assistant can bring to your team. 
    In today's competitive job market, having a strong value proposition is crucial for attracting top financial advisors. Claire and Matthew discuss how to craft an irresistible offer, from competitive compensation and benefits to unique perks like flexible schedules, work-from-home options, and even sabbaticals or community service days. Credentials are important, but culture fit is king. Claire shares tips on evaluating candidates for their ability to mesh with your firm's values and work style. 
    Whether you're building a team from scratch or expanding your existing roster, this episode is packed with actionable insights to help you assemble a dream team who will drive your practice to new heights.
    - Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]

    Resources in today's episode:
    - Matt Jarvis: Website | LinkedIn
    - Claire Myers Vitale: LinkedIn | Website
    - Wealth Management Recruiting Info
    - 2023 Compensation Study
    - Junior Advisor Masterclass



     

    • 30 min
    Enhancing Client Communication and Interactions

    Enhancing Client Communication and Interactions

    In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advisors. The episode dives into client communication strategies. Micah's script for explaining the path to success underscores the significance of credibility and leveraging client references to build trust. He and Matt tackled the challenge of handling unfamiliar client questions, emphasizing the importance of validating inquiries and confidently delivering helpful responses.
    Another key takeaway is the value of experiencing processes from the client's perspective. Jamie advocated for advisors to immerse themselves in these experiences to enhance the overall user journey. She also stressed the importance of training teams to uphold service excellence and emphasize continuous learning from industry peers.
    By embracing these principles—from effective communication scripts to firsthand client experiences—advisors can transform their practice, fostering stronger client relationships and elevating service standards. 
    Resources in today's episode:

    - Episode Website
    - Bad Ways to Answer Clients [Episode 256]
    - The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

    • 6 min
    The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

    The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

    In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of building from the ground up and encourages advisors to immerse themselves in the client's journey to truly understand their needs and perspectives.
    Exploring parallels with other industries like construction, she discusses how understanding a client's journey, whether opening accounts or building a house, can elevate advisors' ability to provide tailored guidance. Jamie's advice is clear: walk in the client's shoes. By undergoing processes as clients themselves, advisors can gain invaluable insights, fostering empathy and refining problem-solving skills crucial for exceptional service. Continuous improvement, she emphasizes, is key to delivering an unparalleled client experience.
    The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

    • 29 min
    Bad Ways to Answer Clients [Episode 256]

    Bad Ways to Answer Clients [Episode 256]

    In this episode of The Perfect RIA, Micah and Matt dive deep into the art of effective client communication for financial advisors. They stress the critical role of intentional communication in delivering tangible value to clients and helping them reach their financial aspirations. Handling tough questions is a key topic, where they underscore the necessity of maintaining client trust through prompt follow-ups and confidence, even when the answer isn't immediately clear.
    Micah and Matt emphasize the power of advisors knowing their niche and tapping into resources for accurate, reliable information. They reveal how implementing streamlined systems can ensure consistent, impactful client interactions. Moreover, this episode explores practical strategies for handling client questions and concerns. Micah and Matt stress the importance of preparation and thorough research to deliver impactful answers. They share insightful stories, like navigating complex tax scenarios, and emphasize the crucial role of understanding cash flow in retirement planning.
    This episode is a must-listen if you're a financial advisor looking to transform your client interactions. Share it with your colleagues to elevate everyone's practice to new heights. Tune in for actionable insights that can redefine the way you communicate and serve your clients.
    Bad Ways to Answer Clients [Episode 256]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    - Estate Planning Masterclass
     

    • 28 min
    Crafting Your Investments and Marketing Communication

    Crafting Your Investments and Marketing Communication

    Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of prioritizing client goals over investments and delegating investment decisions. Streamline your investment review process and communicate effectively with clients. Learn how intentional and focused marketing efforts can elevate your business planning and the secrets to success by planning your business and marketing calendars in advance. Tune in now for actionable strategies to transform your practice!
    Resources in today's episode:

    - Episode Website
    - How Investments Work With Your Clients [Episode 255]
    - When Marketing Works

    • 7 min

Customer Reviews

4.8 out of 5
432 Ratings

432 Ratings

bkolowski111 ,

THE Best

This is the best podcast out there if you are a financial advisor. Period. And I listen to pretty much all of them out there. I don’t re-listen to podcasts and I have listened to several of these episodes 2 or 3 times. The Michael Kitces podcast has finally been dethroned. Bradley Kolowski, CFP

Jump higher ,

Jamie’s episiotomy

I love Jaime’s episodes. I’ve been in the business over thirty years and she fires me up. My only constructive feedback and I am likely the lone voice is why does she continually need to drop the “sh…” bomb. I cringe and roll my eyes every time. For one who inspires us to strive for perfection, why does she slump to vulgarity. Is she that vulgar with clients? Is it that hard to take the extra thought and effort to craft positive strong persuasive language without sounding like a bunch of middle school boys on the street corner?

Someone once said “vulgarity is the effort of a weak mind trying to express itself “

The constant “sh…” doesn’t sound strong. It sounds weak and diminishes your message

My two cents , love all :)

Hbrand1 ,

Best podcast by practicing advisors for advisors

Actionable ideas from people in the trenches doing the work with clients!

Top Podcasts In Business

Prof G Markets
Vox Media Podcast Network
Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
The Money Mondays
Dan Fleyshman
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network

You Might Also Like

Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Financial Advisor Success
Michael Kitces
Retirement Tax Services Podcast
Steven Jarvis
Barron's Advisor
Barron's Advisor
The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
XYPN Radio
XY Planning Network