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

  • Mailbag [Episode 39]

    Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure you still have time to do the things you love. They will be answering those questions and plenty more in today's mailbag episode.

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

    33 min
  • Bad Ideas [Episode 38]

    Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when something seems like a bad idea? In this episode, Matt and Micah break down how to use caution and strategy to help lead clients to a good decision that fits with their goals—without shooting down their ideas right away.

    You can find show notes and more information by clicking here: https://bit.ly/2Ysv1Tt

    33 min
  • Bad Ideas [Episode 38]

    Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when something seems like a bad idea? In this episode, Matt and Micah break down how to use caution and strategy to help lead clients to a good decision that fits with their goals—without shooting down their ideas right away.

    You can find show notes and more information by clicking here: https://bit.ly/2Ysv1Tt

    33 min
  • Compliance [Episode 37]

    Although many people complain about compliance and see it as a burden, this episode is all about changing your attitude so you start to see it as an opportunity. Compliance and audits exist to get the bad guys out of the market, so as long as you're not one of those bad guys, Matt and Micah have some great tips and insight into how you can prepare, communicate, and stay ahead of the game.

    You can find show notes and more information by clicking here: https://bit.ly/2xZ01eZ

    28 min
  • Compliance [Episode 37]

    Although many people complain about compliance and see it as a burden, this episode is all about changing your attitude so you start to see it as an opportunity. Compliance and audits exist to get the bad guys out of the market, so as long as you’re not one of those bad guys, Matt and Micah have some great tips and insight into how you can prepare, communicate, and stay ahead of the game.

    You can find show notes and more information by clicking here: https://bit.ly/2xZ01eZ

    28 min
  • Mid Quarter Review [Episode 36]

    Today Matt and Micah discuss the importance of tracking your numbers. While doing his mid-year review, Matt found that he had come in lower in hours than he expected, which got the guys thinking about the value of owning where you have slacked off or messed up in order to improve and get back on track with your goals.

    You can find show notes and more information by clicking here: https://bit.ly/2XBWB1e

    34 min
  • Mid Quarter Review [Episode 36]

    Today Matt and Micah discuss the importance of tracking your numbers. While doing his mid-year review, Matt found that he had come in lower in hours than he expected, which got the guys thinking about the value of owning where you have slacked off or messed up in order to improve and get back on track with your goals.

    You can find show notes and more information by clicking here: https://bit.ly/2XBWB1e

    34 min
  • Staffing - How to Hire the RIGHT Person [Episode 35]

    How do you know if it's time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your team instead of just being an unnecessary extra expense? Today Matt and Micah discuss staffing and how to hire the right person for your business.

    You can find show notes and more information by clicking here: http://bit.ly/2Ja7sqf

    37 min
  • Staffing - How to Hire the RIGHT Person [Episode 35]

    How do you know if it's time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your team instead of just being an unnecessary extra expense? Today Matt and Micah discuss staffing and how to hire the right person for your business.

    You can find show notes and more information by clicking here: http://bit.ly/2Ja7sqf   

    37 min
  • Ground Zero Prospecting [Episode 34]

    It can be really hard to know where to begin when you're building your practice from the ground up, so today's episode covers the basics on how to start your practice from scratch. Matt and Micah dive into the key pieces that will make a big difference in how well you do from the beginning so you get up on your feet faster.

    You can find show notes and more information by clicking here: https://bit.ly/31V8QnI

    35 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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