The Perfect RIA

14 EpisodesProduced by Matthew Jarvis & Micah Shilanski, Finance Rockstars

Is it possible to have a practice that delivers an amazing client experience while still being incredibly profitable? Is it possible to do this while spending 6+ MONTHS with your family each year? The answer to both is a resounding YES! However building such a practice requires hyper-effectiveness, … read more

episodes iconAll Episodes

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