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


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

Key links


If you are currently successful, so-so, struggling, in a down quarter, thinking about quitting or unsure of where to turn regarding your practice, Matthew Jarvis has some valuable advice to give. In this episode, he explains to fellow advisor Adam Hersh that there are a few important concepts necessary for elevating your practice to its optimal level. This is done by centering your focus on time blocking, prospecting, defining a clear client-service model, and staffing.

Because of his six years spent with Tom Gau and Ken Unger’s coaching program, The Academy of Preferred Financial Advisors (APFA), Matthew learned a lot and transposed those ideas to fit his own practice. He explains that the concepts he learned while in that program helped him work with retirees, gave him ideas for how to naturally increase his network, which in turn led to robust opportunities for prospecting new clients. Also, Matthew gives Adam some good advice on prospecting potential clients and expanding his network when he suggests that he teach free college classes at the community college. The reason for this being that those who attend a three hour lecture (one with an overabundance of information) are bound to come up and ask questions after the lecture--which is a perfect icebreaker for generating a new client. Matthew also explains the importance of being a young financial advisor and being able to assure clients that you are there for the long haul, that you won’t be retiring before them. He also talks a little about delegation, and how Adam should hire a virtual assistant to do some of the non-value tasks (like paperwork) that he spends so much time on. Referring back to the second episode of The Perfect RIA, he recommends Gina Cotner’s platform: Athena Executive Services as an invaluable resource for this.

Finishing up his talk, he has five key takeaways that one can utilize for generating a more valuable practice: These are as follows:

  1. Ideally, designate a day of the week which is proactively spent on just working on your business. For example, you could make this a Monday, where the phones are off the hook, and you are proactively working to generate more value for your practice.
  2. Pick five non-value tasks to delegate or eliminate.
  3. Read Malcolm Gladwell’s book The Tipping Point
  4. Read or reread Tim Ferriss’s book The 4-Hour Workweek
  5. Remind yourself that doing is the key to all success, and just knowing is not enough.
Educational emoji reaction


Interesting emoji reaction


Funny emoji reaction


Agree emoji reaction


Love emoji reaction


Wow emoji reaction


Are you the creator of this podcast?

Verify your account

and pick the featured episodes for your show.

Listen to The Perfect RIA


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

Connect with listeners

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

Yes, let's begin connecting
Browser window

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
Clicking mouse cursor

Understand your audience

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

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
Icon of cellphone with money

Make money

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