Cover art for podcast The Perfect RIA

The Perfect RIA

83 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

Is Lifestyle Code for Lazy? [Episode 83]

July 10th, 2020

33:08

In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it's easy to get defensive, a better idea is to sit down and chat about the difference between …

Taxes Part 2 [Episode 82]

July 3rd, 2020

50:19

Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and explain why it is so important to be able …

The Rosetta Stone to Delivering Massive Value [Episode 81]

June 19th, 2020

33:32

Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make …

Go To Work Naked [Episode 80]

June 12th, 2020

30:05

We've all heard the phrase “dressing for success,” but do you really believe that how you dress matters? If your answer is no—or if you’re on the fence—then you need to listen to this episode and find out why the way …

With Guest John Barron [Episode 79]

June 5th, 2020

35:13

Hearing rejection time and time again can be a soul-crushing experience. In today’s episode, business coach John Barron stops by to share his …

I HATE Matt & Micah [Episode 78]

May 22nd, 2020

29:52

When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? …

Surge Meetings [Episode 77]

May 15th, 2020

31:49

Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and today they explain their reasoning behind …

LTC Planning [Episode 76]

May 8th, 2020

27:07

Today's topic is one that can be a bit of a hot button, but it's something that needs to be discussed: long-term care. In this episode, Matthew and Micah sit down to chat about how you can really help your clients when …

Fee Compression My ________ [Episode 75]

May 1st, 2020

26:04

There’s a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired …

When YOU Haven't Demonstrated Value [Episode 74]

April 17th, 2020

29:35

Sitting down with a potential client who is reluctant or doesn’t see your value from the start is something that can mess with you if you don’t have a plan. So today Matt and Micah will be answering a question they got …

Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]

April 10th, 2020

29:29

Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to communicate with your clients about their “war …

Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]

April 3rd, 2020

29:39

Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podcast, Benjamin inspires people to be financially independent and …

Head Trash with Coach Joe Lukacs [Episode 71]

March 27th, 2020

37:06

This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you’re in a good headspace that will allow you to …

Lessons from the Slopes [Episode 70]

March 20th, 2020

27:23

Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. For a few years now, they have been hosting a mastermind session with …

Corona Virus [Episode 69]

March 13th, 2020

25:50

When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them …

Team Work Makes the Dream Work [Episode 68]

March 6th, 2020

30:24

Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen …

Getting the First Appointment - Part 2 [Episode 67]

February 21st, 2020

31:20

Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, …

Getting Past the First Prospect Meeting [Episode 66]

February 14th, 2020

34:50

Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways you can set yourself up to receive only the people you …

Real Estate and the Secure Act [Episode 65]

February 7th, 2020

29:53

Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a …

RMD Value Adds [Episode 64]

January 31st, 2020

27:13

Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, …

Million Dollar Ideas Are Worthless [Episode 63]

January 24th, 2020

27:31

Advisors get stuck on great ideas all the time. What’s so bad about great ideas? Today Matt and Micah are going to share why these so-called "million …

Beating The Markets [Episode 62]

January 17th, 2020

26:25

Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and “outperforming” the markets. They'll share how you can be …

Distributions While Out of Office [Episode 61]

January 10th, 2020

25:04

When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharing the answer.

You …

It’s A New Year [Episode 60]

January 3rd, 2020

26:29

As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to make it happen.

You …

Increasing Massive Value [Episode 59]

December 27th, 2019

27:42

Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help your clients achieve …

How to Choose a Coaching Program [Episode 58]

December 20th, 2019

28:23

Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this …

Managing Distractions [Episode 57]

December 13th, 2019

31:31

The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today, Matt and Micah …

Business Planning [Episode 56]

December 6th, 2019

31:38

As 2020 approaches, it’s important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down …

Measure the Real Stuff [Episode 55]

November 29th, 2019

27:55

As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order …

Do I Need A Coach? [Episode 54]

November 22nd, 2019

49:20

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 …

Working On Your Business, In Your Business, and With Your Business [Episode 53]

November 15th, 2019

29:16

Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in …

Massive Value - Investments [Episode 52]

November 8th, 2019

31:35

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 …

Is This You? [Episode 51]

October 31st, 2019

27:21

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, …

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

October 25th, 2019

34:37

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 …

Running a Virtual Team [Episode 49]

October 18th, 2019

28:50

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 …

Surge Week - How to Add Value to Your Meetings [Episode 48]

October 11th, 2019

30:50

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency …

Is This Marketing? [Episode 47]

October 4th, 2019

27:33

Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. They will be evaluating different marketing techniques and weighing in …

Making It Look Easy [Episode 46]

September 27th, 2019

31:12

Many people look at the way others run big businesses and think, “I can do that, it looks so easy!" Is it truly that easy to start up and run your …

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

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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

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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

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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

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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

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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

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“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

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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

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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

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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.

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