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The Perfect RIA

De: Matthew Jarvis CFP® & Micah Shilanski CFP®
  • Resumen

  • 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.
    2024 by The Perfect RIA. All rights reserved.
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Episodios
  • You Are Only Cheating Yourself [Episode 264]
    Jul 8 2024

    Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decision-making, and the importance of maintaining objectivity in practice management. They emphasize how these factors can significantly influence the success and growth of a financial advisory practice.

    Throughout the discussion, Matt and Micah stress the importance of diligence, critical analysis, and unwavering accountability for financial advisors. They provide insights on harnessing the power of strategic deadline-setting and intentional calendar planning to drive practices forward. The conversation also touches on the need for continuous refinement and adaptation of processes as practices evolve.

    You Are Only Cheating Yourself [Episode 264]

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Micah Shilanski: Website | LinkedIn

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    30 m
  • Why Authenticity Matters and Family Financial Dynamics
    Jul 5 2024

    In this recap episode, Amber first highlights the Matt and Kevin’s Thompson’s discussion on Monday. Matt and Kevin talked about the importance of providing massive value that goes beyond just investment returns. They stressed authenticity, being true to oneself, and promoting your unique value proposition instead of getting lost in the noise of generic marketing claims.

    For financial advisors to truly stand out, they can't discount the value they provide or compete solely on price. Instead, advisors must find their genuine selves, the direction they want their businesses to go, and confidently promote those differentiated services and experiences they offer clients.

    Amber then highlighted Jamie’s episode on Thursday where she shared navigating income disparities in the household. Jamie shared insights on maintaining balance and how to feel valued when one significantly out-earns the other.

    Resources in today's episode:

    - Episode Website
    - The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
    - When You Earn More Than Your Spouse - Navigating Income Disparity

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    7 m
  • When You Earn More Than Your Spouse - Navigating Income Disparity
    Jul 4 2024

    Jamie Shilanski takes a dive into the intricate dynamics of income disparity within households. With a keen eye on the challenges faced by financial advisors, she explores the delicate balance between financial management, decision-making, and individual autonomy. Jamie sheds light on the profound impact differing incomes can have on relationships, financial planning, and personal fulfillment. Through practical strategies, she equips financial advisors with invaluable tools to navigate these complex waters, empowering them to deliver unparalleled value to their clients.

    From addressing the emotional nuances of financial disparities to crafting tailored solutions that foster harmony and mutual understanding, this episode is a must-listen for financial advisors seeking to elevate their practice and provide exceptional service to households grappling with income inequalities.

    When You Earn More Than Your Spouse - Navigating Income Disparity

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    38 m

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The Gilmore girls of finance

While being full of powerful content I love the witty banter that is shared between you guys. Always fun!

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