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The Perfect RIA
Based on Podcast App listening data
The Perfect RIA episodes
- Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators
The importance of key performance indicators.
https://bit.ly/3uYEKR3
13 min - How Do I Actually Get Tax Returns From Clients? [Ep 149]
As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive value to clients. Tax documents provide a lot of important and helpful information—but why is it so hard to ask for them? And why are clients uncertain about providing them? If you and your team have had trouble with getting tax returns from clients or you are wondering about the best way to navigate that process, this is the episode for you.
You can find show notes and more information by clicking here: https://bit.ly/3Kzly1o
33 min - Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain"
Action items for dramatically improving your prospect process.
https://bit.ly/3xvStjP
7 min - Tips from the Trenches - Tales From Tax Season
Steven Jarvis joins this episode to share a real-life experience with tax planning.
https://bit.ly/37OwgTu
6 min - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" [Episode 148]
Having issues in prospect meetings? It's incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smoothly for your prospects and for your team. They share how they get their teams prepped for surge, as well as what it takes to move through it and transition out of it smoothly.
You can find show notes and more information by clicking here: https://bit.ly/3qNZ4lB
33 min - Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?
Why you don't need to get a prospect scheduled right away.
https://bit.ly/3rdhEDM
6 min - Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones
The fatal flaw in most advice for creating a business plan.
https://bit.ly/3KjejdU
11 min - Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]
What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them.
You can find show notes and more information by clicking here: https://bit.ly/35gUBQO
33 min - Follow Up Friday - Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA
The most important action items from this week's episode.
https://bit.ly/3uFHjpS
5 min - Tips from the Trenches - Your Team As Teachers
How to train your team to make sure you're always on the same page.
https://bit.ly/3LxEOg9
4 min
About The Perfect RIA
From the publisher's feed
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.
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