The Perfect RIA

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

Favorites
57
Followers
Typical duration
30 min
per episode

Based on Podcast App listening data

The Perfect RIA episodes

March 03, 2021 Reading Time with Jarvis - Never Split the Difference by Chris Voss
Discover powerful negotiation strategies.

https://bit.ly/3r2E0Ww
6 min
March 01, 2021 How Do I Deliver Massive Value? [Episode 105]
If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to do quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more.

You can find show notes and more information by clicking here: https://bit.ly/3puJh7G
31 min
February 24, 2021 Tips from the Trenches - Fees
Get over your head trash and figure out what value you provide doing financial planning.

https://bit.ly/2ZAK1xw
7 min
February 17, 2021 Reading Time with Jarvis - Influence by Robert Cialdini
Learn powerful strategies for influence.

https://bit.ly/2OH6GGr
7 min
February 15, 2021 Why Is the Fee Conversation SO Hard!? [Episode 104]
Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop playing that game. Instead, play the value game.

You can find show notes and more information by clicking here: https://bit.ly/3pQmDri
38 min
February 10, 2021 Tips from the Trenches - 2nd Opinion
How to handle when a client asks for a second opinion on your work.

https://bit.ly/370Ozl2
6 min
February 08, 2021 How Long Does It Take To Create a Financial Plan? [Episode 103]
Time is money, and if you're taking more than 15 hours to create a financial plan, you're doing it wrong. Stop looking at Parkinson's Law with a glass half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area.

You can find show notes and more information by clicking here: https://bit.ly/3c9ADsl
32 min
February 03, 2021 Tips from the Trenches - Client Email
Empower your team to answer client questions.

https://bit.ly/3j2wlEE
10 min
February 01, 2021 What If I Don't Want a Lifestyle Practice? [Episode 102]
There's a question Matt and Micah get more often than you might think: What do you do if you don't want a lifestyle practice? Today the guys are answering this question and diving into why it's not so much about creating a lifestyle practice as it is about creating an intentional practice that works for your life.

You can find show notes and more information by clicking here: https://bit.ly/390BnhD
34 min
January 27, 2021 Reading Time with Jarvis - Tools of Titans by Tim Ferriss
Key takeaways from one of Matt's favorite books.

https://bit.ly/3izAcsi

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.