The Perfect RIA Podcast

Matthew Jarvis & Micah Shilanski, Finance Rockstars

Does your practice today resemble the dream you had when you started in this industry? Are you consistently delivering massive value to clients, while still having the time, energy, and money to live a life of passion? Tune into The Perfect RIA podcast to learn from real advisor how all this and more is possible.

All Episodes

Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches. https://bit.ly/3oYjzKq 

Dec 1

10 min 33 sec

Learn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF 

Nov 24

10 min 49 sec

Action items to help you implement surge meetings. https://bit.ly/3qxMho8 

Nov 19

5 min 7 sec

How to balance delegating tasks with doing the work that YOU need to be doing. https://bit.ly/3C3WJ8W 

Nov 17

9 min 15 sec

If you’re like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you’ve heard of surge meetings but don’t think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be discussing how to get over that way of thinking so you can implement this practice and create more time in your life for the things you actually want. You can find show notes and more information by clicking here: https://bit.ly/3EhLWcO 

Nov 15

32 min 41 sec

Action items for staying on top of your personal development. https://bit.ly/3qeeQqn 

Nov 12

4 min 8 sec

Hear a snippet from Matthew's book, Delivering Massive Value. https://bit.ly/3jZG2oX 

Nov 10

9 min 50 sec

When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matthew and Micah will be discussing the importance of a Personal Development Budget and how to incorporate more impactful information consumption into your workweek. You can find show notes and more information by clicking here: https://bit.ly/3beKU4A 

Nov 8

27 min 46 sec

Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG 

Nov 5

3 min 49 sec

Important considerations for keeping your team at the top of their game. https://bit.ly/2ZsUfDi 

Nov 3

5 min 23 sec

The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met. You can find show notes and more information by clicking here: https://bit.ly/3aEmWje 

Nov 1

30 min 24 sec

Get key takeaways from one of Matthew's favorite books. https://bit.ly/2ZbXdwk 

Oct 27

7 min

What you can do today to put yourself in a better position in regards to tax planning. https://bit.ly/3j6iONy 

Oct 22

3 min 32 sec

How to stick to your guns when it comes to charging what you're worth. https://bit.ly/3BGGwqH 

Oct 20

7 min 59 sec

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU 

Oct 18

26 min 59 sec

Action items to close out the week. https://bit.ly/3Apf5Ag 

Oct 15

3 min 2 sec

Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p 

Oct 13

5 min 19 sec

You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you’re going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you’re going to have to dramatically shift the way you are currently running your business. This may leave you feeling a little uncertain or uneasy, but today Matthew and Micah will be discussing the benefit of putting yourself in this situation and the steps you can take right now to do so. You can find show notes and more information by clicking here: https://bit.ly/2YsWAhp 

Oct 11

26 min 59 sec

Major action items to implement now. https://bit.ly/3iEXy0X 

Oct 8

4 min 16 sec

Why we want to think about Christmas before December. https://bit.ly/3uou24d 

Oct 6

4 min 34 sec

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. You can find show notes and more information by clicking here: https://bit.ly/3ApBrm9 

Oct 4

21 min 28 sec

Learn what damages your productivity and focus time. https://bit.ly/3hZQUC9 

Sep 29

6 min 4 sec

Action items for the upcoming week to help your practice succeed. https://bit.ly/3tNdjHu 

Sep 24

3 min 9 sec

Learn our steps for a successful financial planning process. https://bit.ly/3tIqEkt 

Sep 22

6 min 26 sec

None of us are exempt from looking around and finding the nearest scapegoat from time to time. It’s easy, it preserves our ego, and it gives us a reason for why we can’t implement the process we know we should. But in this episode, Matthew and Micah will be discussing the importance of taking ownership of your practice so you can finally implement the necessary processes that will help to provide massive value to your clients. You can find show notes and more information by clicking here: https://bit.ly/3haQqZu 

Sep 20

24 min 4 sec

Action items for quadrupling your income and the time you spend out of your office. https://bit.ly/3hlNTvK 

Sep 17

3 min 33 sec

Learn about one of Matt's favorite resources for advising advice. https://bit.ly/3yPt5ml 

Sep 15

6 min 9 sec

Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. However, there is an alternative: surge meetings. By adding a surge to your calendar, you have the ability to boost productivity, systematize the client review meeting while still providing massive value to your clients, and free up time to do more of what you love. Here to help Matthew and Micah dive into this topic further is Ben Brandt, the host of Retirement Starts Today Radio, co-host of the Retirement Tax Podcast, and founder of Capital City Wealth Management. You can find show notes and more information by clicking here: https://bit.ly/3ztgXZf 

Sep 13

28 min 4 sec

Learn why it's important to learn from people who have actually done what you want to do. https://bit.ly/3tcuimp 

Sep 10

3 min 28 sec

Learn the value of one-page planning documents. https://bit.ly/2WGLTa3 

Sep 8

4 min 53 sec

The amount of trust your clients put in you is a big deal. Just as you wouldn’t seek medical advice from someone who isn’t a certified doctor, others will not want to seek financial advice from someone who isn’t trained and experienced. So in this episode, Micah and Matthew will be sharing how you can level up in your profession and create the most efficient processes for your team. You can find show notes and more information by clicking here: https://bit.ly/2Wqc194 

Sep 6

23 min 32 sec

Learn how business tips from a barber apply to all entrepreneurs. https://bit.ly/3Bxixdp 

Sep 1

6 min 18 sec

How to communicate with clients about the value of following a process of success. https://bit.ly/3gkpAhd 

Aug 25

5 min 21 sec

When you have too much going on to do what it takes to be the best. https://bit.ly/3fRSmFz 

Aug 20

7 min 42 sec

Learn valuable takeaways from the Mr. Money Mustache blog. https://bit.ly/3AFjrUv 

Aug 18

6 min 23 sec

Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you’re delivering massive value to your clients, what mindset do you have? In this episode, Micah and Matthew will be discussing the importance of believing that you truly are the best in the business - because if you don’t believe it, nobody else will either. You can find show notes and more information by clicking here: https://bit.ly/3xAE6XV 

Aug 16

25 min 53 sec

Getting over the head trash that comes with "graduating" clients. https://bit.ly/3lSXP32 

Aug 13

8 min 48 sec

Learn what experience you can give your employees to empower them. https://bit.ly/3yEkkfu 

Aug 11

4 min

When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without following or creating standard processes and strategies for your team to follow, you run the risk of misdiagnosing the failures in your RIA—and creating more problems for everyone involved. So, in this episode, Matthew and Micah will be discussing the importance of evaluating the exceptions you are making in your firm so that you can avoid wasting your time, money, and resources. You can find show notes and more information by clicking here: https://bit.ly/3rSzGua 

Aug 9

28 min 53 sec

What you can do today to move the needle forward in your business. https://bit.ly/3xojEJN 

Aug 6

5 min 47 sec

Learn why Matt recommends you read this book every year. https://bit.ly/3BXroWM 

Aug 4

4 min 23 sec

You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah and Matthew will be discussing why knowing the issues in your practice isn't enough and how to move the needle forward in your business by evaluating what works. You can find show notes and more information by clicking here: https://bit.ly/37eYOSh 

Aug 2

21 min 56 sec

Learn the problem with not following the systems that have been put in place. https://bit.ly/3y5TT1T 

Jul 28

6 min 18 sec

Action items for how to delegate email and reclaim your freedom. https://bit.ly/3wNVnwo

Jul 23

5 min 9 sec

Learn the importance of planning for end-of-life scenarios. https://bit.ly/3rn69sw 

Jul 21

5 min 34 sec

There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm owners, that amount of time spent on emails is simply not possible. So, in this episode, Matt and Micah will be discussing how to create communication standards with your clients in order to create boundaries and set expectations for you and your team. You can find show notes and more information by clicking here: https://bit.ly/3xJugEb 

Jul 19

32 min 11 sec

Learn how to put systems in place to give you more free time. https://bit.ly/3hVe63J 

Jul 14

4 min 20 sec

There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you supposed to know which benchmarks to follow for your specific business? In this episode, Micah and Matthew disclose their thoughts around industry studies, sharing the four TPR Power Factors and how you can implement them into your RIA today. You can find show notes and more information by clicking here: https://bit.ly/3dYE4lI 

Jul 12

27 min 57 sec

Lessons learned from a recent TPR mistake. https://bit.ly/3e024Vz 

Jul 9

17 min 10 sec

Learn what really puts top performers across industries ahead of everyone else.  https://bit.ly/36qoCuh 

Jul 7

5 min 28 sec