The Perfect RIA

45 EpisodesProduced by Matthew Jarvis & Micah Shilanski, Finance RockstarsWebsite

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 … read more

episodes iconAll Episodes

Family Time [Episode 45]

September 20th, 2019

28:02

Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitable and efficient practice. In this episode, the guys are going to get …

Mailbag [Episode 44]

September 13th, 2019

35:34

Micah and Matt are back with another mailbag episode answering your questions! Today they share tips and tricks for building your firm and providing massive value to your clients.

You can find show notes and more …

Effective Delegation - with Gina Cotner [Episode 43]

September 6th, 2019

35:35

As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for the important things? Today the master of delegation, Gina Cotner, joins the show to explain how to …

Getting Your TEAM On Board [Episode 42]

August 30th, 2019

32:36

When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through important changes? Today Micah and Matt will share advice on …

Massive Value - Fees [Episode 41]

August 23rd, 2019

34:31

Today Micah and Matt are breaking down fees and how much you should be charging your clients. While there is no perfect way to set a fee and no ideal …

Networking: The Good, The Bad, The Ugly [Episode 40]

August 16th, 2019

28:33

There's a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain …

Mailbag [Episode 39]

August 9th, 2019

32:04

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 …

Bad Ideas [Episode 38]

August 2nd, 2019

32:06

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 …

Compliance [Episode 37]

July 26th, 2019

27:04

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 …

Mid Quarter Review [Episode 36]

July 19th, 2019

33:45

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 …

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

July 12th, 2019

36:59

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 …

Ground Zero Prospecting [Episode 34]

July 5th, 2019

34:37

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 …

Mailbag [Episode 33]

June 28th, 2019

32:53

This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meetings, and planning, so they will lay out how they handle these things …

Marketing Mistakes & How to Avoid Them [Episode 32]

June 21st, 2019

35:06

If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and …

Staffing [Episode 31]

June 14th, 2019

38:48

Regardless of the company, staffing issues happen, and it’s up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the importance of looking into where the …

Profitability [Episode 30]

June 7th, 2019

31:55

When it comes to generating positive revenue, it's easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and discuss the key tips and tricks they use …

How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]

May 31st, 2019

28:00

Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it’s important to understand …

How to Provide High-Value Services - with Ed Slott [Episode 28]

May 24th, 2019

42:25

What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and more. Named “The Best” source for IRA advice by The Wall Street …

Stop Lying to Yourself [Episode 27]

May 17th, 2019

33:15

There’s something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It’s easy to inflate the numbers in …

Appointments Outside of the Surge [Episode 26]

May 10th, 2019

29:09

When it comes to client meetings, we’ve talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But what happens when someone wants to see you outside of the appointment …

Luck of the Draw [Episode 25]

May 3rd, 2019

32:08

Too often, people hang onto the idea that anyone who is successful must be lucky. Worse yet, those same people decide that a similar type of success …

Let’s Talk About Taxes! Part 2 [Episode 24]

April 26th, 2019

29:45

Key Links

  • [Link Needed for QCD/Tax preparation document Report that Matthew generates for clients. He references that if someone emails Colleen, we …

Let’s Talk About Taxes! [Episode 23]

April 12th, 2019

32:28

Key Links

----

Matthew and Micah are of the opinion that an expertise …

To Fee, or Not to Fee? [Episode 22]

March 29th, 2019

30:13

Key Links

----

Some …

Account Minimums as a Metric for Finding Ideal Clients [Episode 21]

March 15th, 2019

27:57

Every advisor doesn’t necessarily need to establish a clear-cut account minimum for their clients. In fact, Micah Shilanski doesn’t have one in his practice. He has a system of fees in place which function in a very …

Tips to Maximize Your Return on Time [Episode 20]

March 1st, 2019

33:17

Key Links

Stop Pretending to Work [Episode 19]

February 15th, 2019

27:05

Key Links

----

Matt and Micah are tired of well-worn assumptions about advising. In …

Coaching Your Clients Off the Ledge [Episode 17]

January 18th, 2019

36:28

The Perfect RIA hosts have a few action items for delicately dealing with clients during rough financial climates and circumstances.

[#1 Let Clients …

5 Business Lessons Learned From Disney World [Episode 16]

January 4th, 2019

36:19

Although Matt and Micah realize that vacation is a time for much needed R&R, they couldn’t help but notice the strong business practices of …

Confessions of a Wholesaler [Episode 15]

December 21st, 2018

36:29

The content of this episode is anchored in 3 necessary traits for effective financial advising. In addition, Michael provides action items for better …

When, Why, and How to Fire a Client [Episode 14]

December 7th, 2018

53:43

Let’s face it; sometimes partnerships sour. In all vocations, all industries, differences arise between individuals. And for something as valuable as the dynamic between advisor and client, sometimes firing clients is …

A Roadmap for a Value-Driven Financial Plan [Episode 13]

November 23rd, 2018

46:04

Key Links

--------------------

Financial Planning Software is scrutinized in this episode. But right away, …

Realistic Ruminations on Broker-Dealers [Episode 12]

November 9th, 2018

44:38

This episode is, as the title suggests, all about broker-dealers. And more specifically, Matt and Micah draw from personal experience to allow listeners to gain their perspectives on the issue. Because both have worked …

Coach Joe Lukacs Revisited [Episode 11]

October 26th, 2018

41:46

Key Links

  • Magellan MasterMind & Network: Page

From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]

October 12th, 2018

56:49

Key Links

The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]

September 14th, 2018

25:46

To start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to illustrate the often erroneous assumption that many business owners …

A Primer for Determining Your Fee Schedule [Episode 6]

August 17th, 2018

32:20

Key Links

--------------------------------------

As the title states, this episode is all about determining a fee schedule for …

Always Take the High Road [Episode 5]

August 10th, 2018

33:30

Key Links

----------

“It takes 20 years to build a reputation and five minutes to ruin it.”

Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]

August 3rd, 2018

47:54

Key Links

---------------------------------------

In this episode, John Barron shares the importance of replacing …

The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]

July 27th, 2018

37:44

Key Links

---------------------------------------

During the …

Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]

July 20th, 2018

49:25

Key Links

---------------------------------------

In this installment of the Perfect RIA

What Metrics Should Matter To Your Practice? [Episode 1]

March 13th, 2018

19:55

There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more.

Subscribe to the show and leave us your comments at ThePerfectRIA.com.

Loading ...

Listen to The Perfect RIA

RadioPublic

A free podcast app for iPhone and Android

  • User-created playlists and collections
  • Download episodes while on WiFi to listen without using mobile data
  • Stream podcast episodes without waiting for a download
  • Queue episodes to create a personal continuous playlist
RadioPublic on iOS and Android
Or by RSS
RSS feed
http://theperfectpractice.libsyn.com/rss

Connect with listeners

Podcasters use the RadioPublic listener relationship platform to build lasting connections with fans

Yes, let's begin connecting

Find new listeners

  • A dedicated website for your podcast
  • Web embed players designed to convert visitors to listeners in the RadioPublic apps for iPhone and Android

Understand your audience

  • Capture listener activity with affinity scores
  • Measure your promotional campaigns and integrate with Google and Facebook analytics

Engage your fanbase

  • Deliver timely Calls To Action, including email acquistion for your mailing list
  • Share exactly the right moment in an episode via text, email, and social media

Make money

  • Tip and transfer funds directly to podcastsers
  • Earn money for qualified plays in the RadioPublic apps with Paid Listens