662 episodes
The Perfect RIA Matthew Jarvis & Micah Shilanski, Finance Rockstars
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- Business
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4.8 • 431 Ratings
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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.
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How Relationships Fuel Growth and The Role of Accountability
In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability in client relationships.
Resources in today's episode:
- Episode Website
- Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
- How Are You Accountable When You Make a Client Mistake?
- Join us for TPR LIVE on September 25th! -
How Are You Accountable When You Make a Client Mistake?
In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.
How Are You Accountable When You Make a Client Mistake?
Resources in today's episode:
- Surge Masterclass
- Radical Candor by Kim Scott
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Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationships. She emphasizes the need for entrepreneurs to view their family as their greatest asset and to avoid treating their spouse as an employee. Kelly also discusses the concept of the unhealthy alpha and provides insights on how to identify and shift away from unhealthy alpha traits, as well as the term breadcrumbs to the muse and how they can enhance relationships.
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Kelly Clements: Website | LinkedIn
- Grow Your Business Without Growing Apart: Book | Course
- Steven Kotler Flow
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Upgrade Opportunities and Lessons in Criticism
In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and the client's choice to pay for that value. Finally, she explores the topic of receiving and delivering criticism, emphasizing the importance of constructive feedback and open communication.
Resources in today's episode:
- Episode Website
- Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
- How To Take A Hit -
How To Take A Hit
In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences with criticism, which led to this episode, and offers strategies for delivering and receiving constructive feedback.
How To Take A Hit
Resources in today's episode:
- The Perfect RIA Podcast on Apple
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Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as they provide practical advice on how to analyze your client list and identify red, yellow, and green clients and offering opportunities for clients to upgrade.
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Micah Shilanski: Website | LinkedIn | Twitter
- Join us in September for TPR LIVE!
Customer Reviews
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
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 :)
Best podcast by practicing advisors for advisors
Actionable ideas from people in the trenches doing the work with clients!
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