The Perfect RIA

The Perfect RIA

By Matthew Jarvis, CFP® & Micah Shilanski, CFP®BusinessNewsInvestingBusiness News
Download on the App Store
  • Favorites

    57

    Followers

  • Typical duration

    30 min

    per episode

Based on Podcast App listening data

The Perfect RIA episodes

  • Million Dollar Ideas Are Worthless [Episode 63]

    Advisors get stuck on great ideas all the time. What's so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar" ideas are worthless and how to dial into what really matters: implementation.

    You can find show notes and more information by clicking here: https://bit.ly/375KFFn

    28 min
  • Beating The Markets [Episode 62]

    Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and "outperforming" the markets. They'll share how you can be prepared for conversations about investments and how to handle it when clients have doubts.

    You can find show notes and more information by clicking here: https://bit.ly/2FFfUeD

    27 min
  • Distributions While Out of Office [Episode 61]

    When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharing the answer.

    You can find show notes and more information by clicking here: https://bit.ly/2FlZZBN

    26 min
  • It's A New Year [Episode 60]

    As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to make it happen.

    You can find show notes and more information by clicking HERE

    27 min
  • Increasing Massive Value [Episode 59]

    Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help your clients achieve their goals? Matt and Micah break it down in today's episode. You can find show notes and more information by clicking here: https://bit.ly/2rfx6Un

    28 min
  • How to Choose a Coaching Program [Episode 58]

    Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing their opinions on this subject and describing the things you need to be looking at to find the perfect program for you and your firm.

    You can find show notes and more information by clicking here: http://bit.ly/2qQtRCD

    29 min
  • Managing Distractions [Episode 57]

    The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today, Matt and Micah will be working through common distractions and ways to handle them to help you ensure you're making the most of your day.

    You can find show notes and more information by clicking here: https://bit.ly/2qop8aS

    32 min
  • Business Planning [Episode 56]

    As 2020 approaches, it's important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed.

    You can find show notes and more information by clicking here: https://bit.ly/366w7on

    32 min
  • Measure the Real Stuff [Episode 55]

    As the new year approaches, it's easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn't. In short, they're sharing how to evaluate properly by making sure you measure the right stuff.

    You can find show notes and more information by clicking here: https://bit.ly/2QOuas5

    28 min
  • Do I Need A Coach? [Episode 54]

    Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to find the perfect work-life balance so they can leave work with more energy than when they arrived, and he's here to break down how you can do the same.

    You can find show notes and more information by clicking here: http://bit.ly/2O41pWB

    50 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.

Best of The Perfect RIA

Ranked by our users in the last 21 days

More shows like The Perfect RIA

Investing Insights by Morningstar, Ivanna Hampton, Sarah Hansen

Investing Insights

520 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,337 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

Capital Ideas podcast by Capital Group

Capital Ideas podcast

281 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

256 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,140 Listeners

The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

The Long View

927 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Ask The Compound by The Compound

Ask The Compound

341 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

126 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

143 Listeners