The Perfect RIA

By Matthew Jarvis, CFP® & Micah Shilanski, CFP®Business News Investing Business News

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Typical duration
30 min
per episode

Based on Podcast App listening data

The Perfect RIA episodes

August 18, 2021 Reading Time With Jarvis - Mr. Money Mustache
Learn valuable takeaways from the Mr. Money Mustache blog.

https://bit.ly/3AFjrUv
7 min
August 16, 2021 Being The Best [Episode 122]
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
26 min
August 13, 2021 Follow Up Friday - When You Make Too Many Exceptions
Getting over the head trash that comes with "graduating" clients.

https://bit.ly/3lSXP32
9 min
August 11, 2021 Tips from the Trenches - Team Experience
Learn what experience you can give your employees to empower them.

https://bit.ly/3yEkkfu
5 min
August 09, 2021 When You Make Too Many Exceptions [Episode 121]
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
29 min
August 06, 2021 Follow Up Friday - The Power Factor
What you can do today to move the needle forward in your business.

https://bit.ly/3xojEJN
6 min
August 04, 2021 Reading Time With Jarvis - Total Money Makeover by Dave Ramsey
Learn why Matt recommends you read this book every year.

https://bit.ly/3BXroWM
5 min
August 02, 2021 The Power Factor [Episode 120]
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
22 min
July 28, 2021 Tips from the Trenches - Breaking the Process
Learn the problem with not following the systems that have been put in place.

https://bit.ly/3y5TT1T
7 min
July 23, 2021 Follow Up Friday - How to Delegate Email
Action items for how to delegate email and reclaim your freedom.

https://bit.ly/3wNVnwo
6 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.