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PODCAST

The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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

business investing

All Episodes

06:16

Soft Skills, Hard Truths

The Perfect RIA ·

2025/01/03

In this week’s recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far more about emotional intelligence than technical prowess. In this week’s episode she shares how Matt and Micah unpacked the critical soft skills that transform client interactions from transactional to transformative. The key insight? Technical expertise can actually hinder initial client connections if not balanced with genuine relationship building

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28:49

Don’t Worry, I Can Skip The Soft Stuff [Episode 289]

The Perfect RIA ·

2024/12/30

In this episode, Micah and Matt discuss the importance of relationship-building in client meetings. They reveal a counterintuitive truth that many financial advisors miss: your first client meeting isn't about dazzling them with spreadsheets or complex financial jargon. Instead, it's about creating a genuine human connection that transforms potential clients from mere numbers to trusted partners in their financial journey. Micah and Matt break down the essential strategies for turning initial client

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07:58

How Comfort Zones and Wishful Thinking Impact Your...

The Perfect RIA ·

2024/12/27

In this week’s recap, Amber Kuhn is highlighting business growth and personal development. On Monday, Matt and Micah shattered the myth of silver bullet solutions, emphasizing that true progress comes from doing the hard, uncomfortable work. The real game-changer isn't a flashy new logo or website but a consistent, meaningful effort that pushes you beyond your comfort zone. On Thursday, Jamie's segment dove into productivity strategies, highlighting the critical importance of documenting repeatable

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28:07

Encore Episode: Goals and Productivity

The Perfect RIA ·

2024/12/26

In this encore episode, Jamie Shilanski dives into how you approach personal and professional growth. Forget wishful thinking – this is about transforming goals from pipe dreams to concrete realities through strategic self-reflection and relentless improvement. Jamie cuts through the noise with her perspective on success, revealing the critical difference between merely looking through a window at your potential and using a mirror to truly understand your progress. Her core message is crystal clear:

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20:52

Yes, There is One Silver Bullet [Episode 288]

The Perfect RIA ·

2024/12/23

In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy of overnight miracles and magical quick fixes. This episode is a no-nonsense dive into the unglamorous—but absolutely essential—reality of building a thriving practice. Spoiler alert: There's no silver bullet waiting to transform your business overnight. Those shiny logo packages, sparkling new websites,

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06:28

Historical Hindsight and Setting Strategic Goals

The Perfect RIA ·

2024/12/20

In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Financial History," joined Matt to offer a profound perspective on understanding market dynamics through historical context. Mark emphasizes that true financial wisdom comes from understanding historical patterns without falling into the trap of believing "this time it's different." On Thursday, Jamie brought an equally transformative message about goal

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33:04

Encore Episode: Goal Setting

The Perfect RIA ·

2024/12/19

In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success isn't about dreaming—it's about doing. Jamie challenges financial advisors to move beyond vague aspirations and craft meticulously designed roadmaps that bridge the gap between where they are and where they want to be. Diving deep into the psychology of achievement, she unpacks the critical importance of creating specific, actionable goals that go far

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29:03

The Role of History in Financial Advising With Guest...

The Perfect RIA ·

2024/12/16

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a treasure trove of knowledge, unpacking how understanding the financial past can be your crystal ball for navigating today's economic maze. From the intricate web of national debt to the future of entitlements, the conversation peels back layers of economic complexity that most advisors never explore. Listen in to discover how historical

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06:49

Pricing Your Worth and a Guide to Year-End Planning

The Perfect RIA ·

2024/12/13

In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX to explore the often-overlooked art of billing and fee collection. They revealed that many advisors underestimate their value, leaving money on the table through inconsistent billing practices and fear of raising fees. On Thursday, Jamie recommended taking a strategic approach to year-end business planning. She introduced the "3 Ps" client

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30:40

Show Me Your EBITDA

The Perfect RIA ·

2024/12/12

In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform their practices from good to extraordinary. Diving deep into the art and science of year-end business planning, Jamie unpacks the critical components that separate thriving practices from merely surviving ones. Jamie provides a comprehensive guide to financial advisor success, revealing how understanding key performance indicators (KPIs) can be

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33:02

Fee Billing Faux Pas: How Advisors Lose Money Without...

The Perfect RIA ·

2024/12/09

In financial advising, leaving money on the table isn't just a rookie mistake—it's a potential career killer. Matthew Jarvis and Lacey Shrum from Smart KX dive deep into the treacherous waters of advisor fee billing, exposing the hidden pitfalls that can sink even the most well-intentioned financial professionals. Imagine this: an advisor ends up behind bars, not for financial fraud, but for a simple Excel billing error. It sounds like a cautionary tale, but it's a real-world warning about the

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06:50

From Data to Dollars: Lessons from Edward Jones and...

The Perfect RIA ·

2024/12/06

Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom? In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "financial hobby" mindset, proving that success isn't just about throwing shade at industry giants—it's about stealing their secrets (legally, of course).

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33:58

Year-End Business Planning How To

The Perfect RIA ·

2024/12/05

In this conversation, Jamie Shilanski pulls back the curtain on the ride of entrepreneurship in the financial advisory world. But it's not all spreadsheets and dollar signs. Jamie gets real about the elephant in the room: imposter syndrome. Her solution? Radical transparency and a healthy dose of authenticity – because even the pros were rookies once. Jamie emphasizes that success in financial planning isn't just about knowing your numbers (though that's crucial). It's about getting your hands dirty

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25:30

Compliance ‘Adverse’ [Episode 285]

The Perfect RIA ·

2024/12/02

Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success story – and why independent advisors should be taking notes instead of throwing shade. They challenge the common "David vs. Goliath" mindset that often leads independent advisors to dismiss larger firms' achievements and reveal how Edward Jones' strategic playbook can be adapted for independent practice success. Listen in as they explore the

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06:40

Crypto Conversations and Client Selection

The Perfect RIA ·

2024/11/29

Money talks, but sometimes, clients need help finding the right words, and success lies in knowing when to lean in and when to step back. In this recap episode, Amber shares highlights on crypto-curious clients and building your ideal client base. On Monday, Matt and Micah dove into the crypto-elephant in the room: Bitcoin investing. Rather than immediately jumping into a passionate defense (or critique) of digital currencies, they emphasized the importance of first asking, "How much?" Because let's

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39:40

Encore Episode: Who Are Your Prospects?

The Perfect RIA ·

2024/11/28

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospecting and how to make sure you’re working with the right people. She’ll also discuss why once you determine who you work best with, you need to share this with your team. Listen in as Jamie shares why if you have a great prospecting strategy, you can grow and not stay stagnant, and that it’s important to create an environment where your team can

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22:17

Bitcoin [Episode 284]

The Perfect RIA ·

2024/11/25

Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20 Questions" with your clients isn't just a party game – it's the secret to building a rock-solid investment strategy. Listen in as they share their battle-tested wisdom on guiding clients through the investment maze. They emphasize that understanding your client's "why" is more valuable than jumping on the latest investment bandwagon. Drawing from their

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07:27

Leveling Up Leadership and Letting Go of Limits

The Perfect RIA ·

2024/11/22

In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to focus on higher-level tasks. The discussion also addressed the all-too-relatable "head trash" that can hold advisors back from fully embracing delegation and

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49:14

Whose Table Do You Want a Seat At?

The Perfect RIA ·

2024/11/21

In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly in the context of professional success and emotional intelligence. Jamie delves into the challenges of balancing work and family life, especially during intense 'surge' periods, and reflects on the changes in relationships and social dynamics that accompany the journey from personal freedom to building an empire. She advocates for a 'no BS' culture in

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30:27

Mastering the Art of Delegation with BELAY’s Lisa...

The Perfect RIA ·

2024/11/18

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and efficiency. The discussion explores the unique needs of financial advisors when hiring virtual assistants, offering practical tips for effective delegation and the importance of empowering team members. Lisa encourages viewing delegation as an opportunity for growth and emphasizes the significance of understanding the value of one's time. The

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233 results

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