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

July 21, 2021 Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler
Learn the importance of planning for end-of-life scenarios.

https://bit.ly/3rn69sw
6 min
July 19, 2021 How to Delegate Email [Episode 119]
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
33 min
July 14, 2021 Tips from the Trenches - Check-in Time When We're Gone
Learn how to put systems in place to give you more free time.

https://bit.ly/3hVe63J
5 min
July 12, 2021 Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]
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
28 min
July 09, 2021 Follow Up Friday - What Happens When You Make A Mistake
Lessons learned from a recent TPR mistake.

https://bit.ly/3e024Vz
18 min
July 07, 2021 Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell
Learn what really puts top performers across industries ahead of everyone else.

https://bit.ly/36qoCuh
6 min
July 05, 2021 Mid-Year Review [Episode 117]
The second half of the year won't be any better than the first half of the year if you're doing the same thing. That's why Matt and Micah always make sure to do a mid-year review in order to check in with how things are going and fix anything that might need to be improved before the year is over. In this episode, they share best practices when reviewing mid-year, what to look into most, and how to move forward with energy and focus into the second part of the year.

You can find show notes and more information by clicking here: https://bit.ly/3gGatPG
30 min
June 30, 2021 Tips from the Trenches - Head Trash
An example of how to add massive value—even while on vacation.

https://bit.ly/2UGJUBn
7 min
June 25, 2021 Follow Up Friday - What Happens When You Don't Know The Answer?
How to respond when clients ask questions and you don't know the answer.

https://bit.ly/3xM36My
10 min
June 23, 2021 Reading Time With Jarvis - Hell Yeah or No by Derek Sivers
Learn what to consider when looking at opportunities and making decisions.

https://bit.ly/3gMZEdq
7 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.