The Perfect RIA

19 EpisodesProduced by Matthew Jarvis & Micah Shilanski, Finance Rockstars

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

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 …

Talking Points for True Communication with Clients [Episode 18]

February 1st, 2019

28:00

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

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

October 12th, 2018

56:49

Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]

September 28th, 2018

59:03

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 …

The Art of Prospecting & Time-Blocking [Episode 7]

September 3rd, 2018

52:56

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
Loading ...

Download the RadioPublic app for
 FREE and never miss an episode.

Get it on Google PlayDownload on the App Store