The Perfect RIA

The Perfect RIA

By Matthew Jarvis, CFP® & Micah Shilanski, CFP®BusinessNewsInvestingBusiness News
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  • Typical duration

    30 min

    per episode

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The Perfect RIA episodes

  • 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
  • Massive Value - Investments [Episode 52]

    A lot of advisors see investments as a sore spot in their practices, but it doesn't have to be that way. Today Micah and Matt are going to talk about how to use investments to deliver massive value to your clients and how to ensure your clients feel confident as you help them achieve their goals.

    You can find show notes and more information by clicking here: https://bit.ly/2p7578m

    32 min
  • Massive Value - Investments [Episode 52]

    A lot of advisors see investments as a sore spot in their practices, but it doesn't have to be that way. Today Micah and Matt are going to talk about how to use investments to deliver massive value to your clients and how to ensure your clients feel confident as you help them achieve their goals.

    You can find show notes and more information by clicking here: https://bit.ly/2p7578m 

    32 min
  • Is This You? [Episode 51]

    All entrepreneurs make mistakes sometimes, so today Micah and Matt are discussing what to do if you make an error in your practice. They will share examples of what they have done when they've made mistakes in the past, as well as the benefits of taking extreme ownership in those situations.

    You can find show notes and more information by clicking here: http://bit.ly/2r3BDJb

    28 min
  • Is This You? [Episode 51]

    All entrepreneurs make mistakes sometimes, so today Micah and Matt are discussing what to do if you make an error in your practice. They will share examples of what they have done when they’ve made mistakes in the past, as well as the benefits of taking extreme ownership in those situations.

    You can find show notes and more information by clicking here: http://bit.ly/2r3BDJb 

    28 min
  • How To Get Ready For A 3 Month Vacation [Episode 50]

    There's a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that difference might be? The answer is delegation. And though delegation is challenging for many entrepreneurs, Matt and Micah are going to break down why it's necessary and how to do it well.

    You can find show notes and more information by clicking here: https://bit.ly/2p3OZ7q

    35 min
  • How To Get Ready For A 3 Month Vacation [Episode 50]

    There’s a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that difference might be? The answer is delegation. And though delegation is challenging for many entrepreneurs, Matt and Micah are going to break down why it's necessary and how to do it well.

    You can find show notes and more information by clicking here: https://bit.ly/2p3OZ7q

    35 min
  • Running a Virtual Team [Episode 49]

    How do you run a virtual team? Today Jamie Shilanski (Micah's sister) joins the show to share how she does such a phenomenal job managing a virtual office and how the team dynamics work when half the team is in the office and the other is spread across the country.

    You can find show notes and more information by clicking here: https://bit.ly/35wPbwm

    29 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.

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