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The Perfect RIA Podcast

By 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.

  1. 1.
    Getting the First Appointment - Part 2 [Episode 67]02/21/2020
    31:22
  2. 2.
    Getting Past the First Prospect Meeting [Episode 66]02/14/2020
    34:52
  3. 3.
    Real Estate and the Secure Act [Episode 65]02/07/2020
    29:55
  4. 4.
    RMD Value Adds [Episode 64]01/31/2020
    27:12
  5. 5.
    Million Dollar Ideas Are Worthless [Episode 63]01/24/2020
    27:33
  6. 6.
    Beating The Markets [Episode 62]01/17/2020
    26:24
  7. 7.
    Distributions While Out of Office [Episode 61]01/10/2020
    25:03
  8. 8.
    It’s A New Year [Episode 60]01/03/2020
    26:28
  1. 9.
    Increasing Massive Value [Episode 59]12/27/2019
    27:41
  2. 10.
    How to Choose a Coaching Program [Episode 58]12/20/2019
    28:43
  3. 11.
    Managing Distractions [Episode 57]12/13/2019
    31:30
  4. 12.
    Business Planning [Episode 56]12/06/2019
    31:37
  5. 13.
    Measure the Real Stuff [Episode 55]11/29/2019
    27:57
  6. 14.
    Do I Need A Coach? [Episode 54]11/22/2019
    49:24
  7. 15.
    Working On Your Business, In Your Business, and With Your Business [Episode 53]11/15/2019
    29:15
  8. 16.
    Massive Value - Investments [Episode 52]11/08/2019
    31:34
  9. 17.
    Is This You? [Episode 51]10/31/2019
    27:20
  10. 18.
    How To Get Ready For A 3 Month Vacation [Episode 50]10/25/2019
    34:36
  11. 19.
    Running a Virtual Team [Episode 49]10/18/2019
    28:49
  12. 20.
    Surge Week - How to Add Value to Your Meetings [Episode 48]10/11/2019
    30:52
  13. 21.
    Is This Marketing? [Episode 47]10/04/2019
    27:32
  14. 22.
    Making It Look Easy [Episode 46]09/27/2019
    31:14
  15. 23.
    Family Time [Episode 45]09/20/2019
    28:04
  16. 24.
    Mailbag [Episode 44]09/13/2019
    35:36
  17. 25.
    Effective Delegation - with Gina Cotner [Episode 43]09/06/2019
    35:34
  18. 26.
    Getting Your TEAM On Board [Episode 42]08/30/2019
    32:38
  19. 27.
    Massive Value - Fees [Episode 41]08/23/2019
    34:30
  20. 28.
    Networking: The Good, The Bad, The Ugly [Episode 40]08/16/2019
    28:34
  21. 29.
    Mailbag [Episode 39]08/09/2019
    32:03
  22. 30.
    Bad Ideas [Episode 38]08/02/2019
    32:05
  23. 31.
    Compliance [Episode 37]07/26/2019
    27:03
  24. 32.
    Mid Quarter Review [Episode 36]07/19/2019
    33:44
  25. 33.
    Staffing - How to Hire the RIGHT Person [Episode 35]07/12/2019
    36:58
  26. 34.
    Ground Zero Prospecting [Episode 34]07/05/2019
    34:36
  27. 35.
    Mailbag [Episode 33]06/28/2019
    32:52
  28. 36.
    Marketing Mistakes & How to Avoid Them [Episode 32]06/21/2019
    35:05
  29. 37.
    Staffing [Episode 31]06/14/2019
    38:47
  30. 38.
    Profitability [Episode 30]06/07/2019
    31:54
  31. 39.
    How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]05/31/2019
    28:02
  32. 40.
    How to Provide High-Value Services - with Ed Slott [Episode 28]05/24/2019
    42:28
  33. 41.
    Stop Lying to Yourself [Episode 27]05/17/2019
    33:17
  34. 42.
    Appointments Outside of the Surge [Episode 26]05/10/2019
    29:11
  35. 43.
    Luck of the Draw [Episode 25]05/03/2019
    32:10
  36. 44.
    Let’s Talk About Taxes! Part 2 [Episode 24]04/26/2019
    29:44
  37. 45.
    Let’s Talk About Taxes! [Episode 23]04/12/2019
    32:27
  38. 46.
    To Fee, or Not to Fee? [Episode 22]03/29/2019
    30:12
  39. 47.
    Account Minimums as a Metric for Finding Ideal Clients [Episode 21]03/15/2019
    27:56
  40. 48.
    Tips to Maximize Your Return on Time [Episode 20]03/01/2019
    33:16
  41. 49.
    Stop Pretending to Work [Episode 19]02/15/2019
    27:04
  42. 50.
    Talking Points for True Communication with Clients [Episode 18]02/01/2019
    27:59
  43. 51.
    Coaching Your Clients Off the Ledge [Episode 17]01/18/2019
    36:27
  44. 52.
    5 Business Lessons Learned From Disney World [Episode 16]01/04/2019
    36:18
  45. 53.
    Confessions of a Wholesaler [Episode 15]12/21/2018
    36:28
  46. 54.
    When, Why, and How to Fire a Client [Episode 14]12/07/2018
    53:42
  47. 55.
    A Roadmap for a Value-Driven Financial Plan [Episode 13]11/23/2018
    46:03
  48. 56.
    Realistic Ruminations on Broker-Dealers [Episode 12]11/09/2018
    44:37
  49. 57.
    Coach Joe Lukacs Revisited [Episode 11]10/26/2018
    41:45
  50. 58.
    From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]10/12/2018
    56:48
  51. 59.
    Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]09/28/2018
    59:02
  52. 60.
    The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]09/14/2018
    25:45
  53. 61.
    The Art of Prospecting & Time-Blocking [Episode 7]09/03/2018
    52:55
  54. 62.
    A Primer for Determining Your Fee Schedule [Episode 6]08/17/2018
    32:19
  55. 63.
    Always Take the High Road [Episode 5]08/10/2018
    33:29
  56. 64.
    Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]08/03/2018
    47:53
  57. 65.
    The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]07/27/2018
    37:43
  58. 66.
    Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]07/20/2018
    49:24
  59. 67.
    What Metrics Should Matter To Your Practice? [Episode 1]03/13/2018
    19:54

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