Podcasts by The Perfect RIA
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 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
Further podcasts by Matthew Jarvis & Micah Shilanski, Finance Rockstars
Podcast on the topic Geldanlage
All episodes
Confessions Of A Wholesaler with Guest Greg Goin from 2023-12-13T08:00
Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable, discussing the evolving lands...
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Two Most Important Parts of a Surge Meeting [Episode 234] from 2023-12-11T08:00
Matt and Micah are unraveling the intricacies of client meetings and the pivotal role financial advisors play in their clients' lives. They’re exploring the two critical components tha...
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Value Delivery, Transformative Coaching, and Navigating Legal Challenges from 2023-12-08T08:00
On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes...
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Stupid Games = Stupid Prizes from 2023-12-07T08:00
Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the importance of a proactive approac...
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The Power of Coaching With Guest Scott Rusnak from 2023-12-06T08:00
Matthew Jarvis welcomes back Scott Rusnak, an EOS implementor and Matt's personal coach, to explore the pivotal role of coaching in personal and professional development. Scott shares ...
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Value Sledgehammer or Volume Sucker Punch? [Episode 233] from 2023-12-04T08:00
In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from thei...
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Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth from 2023-12-01T08:00
On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning....
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Acts Of Service from 2023-11-30T08:00
Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service person. She’s discussing the downsid...
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The Complexity Curve with Guest Paul Saganey from 2023-11-29T08:00
Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empower...
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Throwback: Asking Questions That Matter For Estate Planning from 2023-11-27T08:00
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, va...
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Mastering Communication, Delegation Secrets, and Personal Growth from 2023-11-24T08:00
On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to succeed in your practice.
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Showin' Up For A Fight from 2023-11-23T08:00
Jamie discusses the importance of recognizing when to step away from unnecessary conflicts in our lives, emphasizing that not every fight requires our presence and the concept that som...
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Delegating for Success with Guest Karen Stewart from 2023-11-22T08:00
Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you're...
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How To Get More At-Bats [Episode 231] from 2023-11-20T08:00
Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for advisors to refine their ...
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Transparency, Energy Awareness, and Practicing Value Adds from 2023-11-17T08:00
In today’s recap, we’re first revisiting Monday’s episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with questions about his practice's ...
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Trust But Verify from 2023-11-16T08:00
Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She’s outlining Surge and how it revolves around the best time for clients, as ...
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Event Planning and Energy Mastery with Guest Kat Eletskikh from 2023-11-15T08:00
In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP board. Kat played a pivotal role in organizin...
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So Is This What You Do In YOUR Practice? [Episode 230] from 2023-11-13T08:00
Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They’re exploring the significance of asking ...
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Mastering Time, Evolving Beliefs, and Conference Connections from 2023-11-10T08:00
On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. Mic...
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Jiving With Jennifer from 2023-11-09T07:00
Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous encounter with an individ...
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The Power Of Beliefs With Guest Wayne Firebaugh from 2023-11-08T07:00
Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having well-documented beliefs as a rock-sol...
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Mastering Time with Guest Michael Kitces [Episode 229] from 2023-11-06T07:00
On today’s episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this special...
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Prospect Objections, Consistency, and Effective Marketing from 2023-11-03T07:00
On Monday, Matt and Micah were reflecting on the core reason behind starting The Perfect RIA podcast - to bridge the gap between advice shared and the reality faced by financial adviso...
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It Takes 6 Months Bruh from 2023-11-02T19:00
It’s time to talk about marketing as Jamie discusses its effectiveness. She’s dispelling the misconception that small marketing efforts instantly will yield a deluge of business - mark...
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Harnessing Consistency for Success with Guest Evan Mayer from 2023-11-01T07:00
Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to ...
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What Are Prospects ACTUALLY Saying [Episode 228] from 2023-10-30T07:00
Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and acti...
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Business Planning, Effective Communication, and The Human Element from 2023-10-27T07:00
On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was...
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Talking Sugar Honey Ice Tea from 2023-10-26T07:00
Did that text really mean what YOU thought it meant? Jamie is digging into the critical importance of effective communication in navigating the diverse landscape of today's workforce, ...
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Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin from 2023-10-25T07:00
Micah is taking the reigns in today’s guest episode as he discusses his journey of bringing on an assistant with Theresa Summerlin from Belay. Theresa shares that while Micah’s search ...
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Location, Location, Location [Episode 227] from 2023-10-23T07:00
It’s October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn't just about meeting clients—it's a litmus test for their strategies and systems, and it's a pri...
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Extreme Accountability, Leadership, and Client Relations from 2023-10-20T07:00
Monday kicked off with an extraordinary coaching session as Matt and Micah welcomed John McKinley from the Invictus program to tackle his head trash related to increasing his fees and navigating...
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You’re Pi$$ing Me Off - Part 2 from 2023-10-19T07:00
Jamie is dishing on the finer points of client interactions that really get under her skin. Building on the previous week's discussion about team members not heedi...
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Navigating Leadership Waters with Guest Carlos Mendez from 2023-10-18T07:00
Matthew is joined by the incredible Carlos Mendez from Echelon Front, a company co-founded by the renowned Jocko Willink. Carlos, with an impressive 21-year Navy b...
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Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226] from 2023-10-16T07:00
It’s coaching time! In today’s special episode, Matt and Micah are joined by INVICTUS member John McKinley as he bravely steps into the coaching ring after going t...
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Quantifying Success, Recruitment, and Effective Leadership from 2023-10-13T07:00
We’re recapping Matt and Micah’s discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-year push, and t...
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You’re Pi$$ing Me Off - Part 1 from 2023-10-12T07:00
Jamie is sharing her frustration when people disregard her instructions, leading to problems she must later resolve, highlighting the scenario where team members a...
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Recruitment Strategies and Talent Retention with Guest Yosef Colish from 2023-10-11T07:00
Matt is joined by Yosef Colish from Leah Yosef International, an experienced executive recruiter specializing in the financial advisory sector, for a deep dive int...
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Measure What Really Matters? [Episode 225] from 2023-10-09T07:00
Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional met...
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Exceptions, Mindset, and Owning Who You Are from 2023-10-06T07:00
We’re recapping Micah's true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary but should n...
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Own It Already! from 2023-10-05T07:00
Jamie’s tackling identity and ownership and the gritty reality of pursuing your dreams. She shares the need to confront the uncomfortable truth: not everyone in yo...
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Raising Your Gaze and Being Coachable with Guest Nic Yeomans from 2023-10-04T07:00
Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned ...
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A Disturbance In The Force… [Episode 224] from 2023-10-02T07:00
Micah and Matt are ready for some confessions in today’s episode about exceptions to the rules. And how, by having well-defined systems, you can also have more fle...
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The Real Deal on Investments, Bookkeeping, and Succession Planning from 2023-09-29T07:00
We’re recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to realizing that...
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Succe$$ion from 2023-09-28T07:00
Jamie is sharing that in a world of financial advisors claiming to be "comprehensive," they've done a terrible job distinguishing what they do and who they serve. ...
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Delegation&Bookkeeping Breakthroughs with Guest Lisa Zeeveld from 2023-09-27T07:00
In today’s episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a culture obses...
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My Investments Are Bigger Than Yours [Episode 223] from 2023-09-25T07:00
In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects - investments. They recall the pit...
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Decoding Delegation, Client Themes, and Hiring Wisdom from 2023-09-22T07:00
Let’s talk about the reality of assistant expectations in the world of leadership. We’re recapping Matt and Micah’s experiences and insights on effective delegation and team management, where th...
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You Promised What?! from 2023-09-21T07:00
In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate endless id...
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The Power of Working in Themes with Guest Libby Greiwe from 2023-09-20T07:00
Matthew Jarvis welcomes Libby Greiwe from The Efficient Advisor to share her wealth of knowledge drawn from successfully managing a million-dollar practice while w...
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Common Assistant (Team) Myths [Episode 222] from 2023-09-18T07:00
Matt and Micah are tackling the art of delegation and team leadership. From the pitfalls of assuming assistants can work magic to the critical importance of clear ...
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Surge Success, Epic Adventures, And Humility from 2023-09-15T07:00
In this recap, we’ll start by breaking down the myths around surge schedules, the importance of maintaining a set calendar, and invaluable tips on communicating wi...
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Curious ?'s from 2023-09-14T07:00
Jamie emphasizes the significance of beginning your career journey at the grassroots level, debunking the prevalent notion that instant success is attainable right...
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Journey Beyond The Doorstep Mile With Guest Charlie Walker from 2023-09-13T07:00
Matt dives into the incredible journey of adventurer and author Charlie Walker from the UK, who shares his lessons on curiosity, courage, and taking the first step...
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Wait? Surge Again? Hell Yeah! [Episode 221] from 2023-09-11T07:00
Surge is around the corner, and Matt and Micah are diving ...
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Decoding Value, Compliance Insights, and Leadership Guidance from 2023-09-08T07:00
Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tasks and why you need clear, concise, and impa...
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You May Be The Problem from 2023-09-07T07:00
In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to ...
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Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley from 2023-09-06T07:00
Matt is joined by Chris Stanley from Beach Street Legal, a specialized law firm and compliance consultancy exclusively dedicated to Registered Investment Advisers ...
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STOP Delivering Value! [Episode 220] from 2023-09-04T07:00
In today’s episode, Matt and Micah dive into a critical distinction between internal team language and client communication when discussing value. Drawing from the...
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Tax Projections, Crushing the Noise, and Mastering Client Onboarding from 2023-09-01T07:00
Using software for tax projects can’t replace the expertise of a skilled financial planner or human touch and understanding. The craftsman behind the tools matters...
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Dude, You Started It! from 2023-08-31T07:00
Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivere...
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Cutting Through the Noise With Guest Matt Halloran from 2023-08-30T07:00
In today’s episode, Matt is joined by Matt Halloran from ProudMouth to explore the concept of unapologetically being yourself in your content. This authenticity is the accelerator for influence ...
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You Can’t Do A Tax Projection Without Software…Or Can You? [Episode 219] from 2023-08-28T07:00
In today’s episode, Matt and Micah talk about the intricacies of tax projections and financial planning and the vital role of human expertise and critical thinking...
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Prospecting, Overcoming Fears, and Sharing Your Voice from 2023-08-25T07:00
In today’s recap, we’ll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of taki...
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Stop Being A Failure from 2023-08-24T07:00
Jamie delves into the power of fear and how it holds us back from achieving greatness. She encourages reflection on moments of uncertainty and discomfort in their ...
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Your Money Tribe: Uniting Forces&Creating Content with Guest Philip Taylor from 2023-08-23T07:00
Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup for personal f...
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You Thought It Would Be Easy…[Episode 218] from 2023-08-21T07:00
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress t...
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DIYers, Navigating Challenges and Delivering Value in Client Interactions from 2023-08-18T07:00
Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelines and delive...
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Fricken DIY’ers from 2023-08-17T07:00
Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering individuals w...
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Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima from 2023-08-16T07:00
Amyr Rocha Lima joins today’s episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It’s time that y...
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Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217] from 2023-08-14T07:00
Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY investors. Th...
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Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick! from 2023-08-11T07:00
Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking chances?...
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No One Wants To Talk To You from 2023-08-10T07:00
Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey what sets yo...
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Unleashing the Power of Virtual Assistants with Guest Karen Stewart from 2023-08-09T07:00
In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen emphasizes t...
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Conquer or Crumble: How's Your Prospecting Going? [Episode 216] from 2023-08-07T07:00
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Small Details, Custodians, and What To Say from 2023-08-04T07:00
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Say This from 2023-08-03T07:00
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Disrupting Giants With Guest Jason Wenk from 2023-08-02T07:00
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It's Nothing, Right? No! The Little Things Are What Matter [Episode 215] from 2023-07-31T07:00
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Rockstar Teams, Trainings, and Career Enterprise Value from 2023-07-28T07:00
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My Team S*&!S from 2023-07-27T07:00
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Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond from 2023-07-26T07:00
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How To Train Your Team [Episode 214] from 2023-07-24T07:00
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Success Strategies, Client Value, and Niche Mastery from 2023-07-21T07:00
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Niche Slapping Time from 2023-07-20T07:00
Jamie explores the question of whether it's better to be an expert in one subject or have knowledge in multiple subjects. Becoming an expert in one subject has man...
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Unlocking Advisor Success&Adding Six Figures With Guest Sten Morgan from 2023-07-19T07:00
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Top 7 Things You Have To Stop Doing To Be Successful [Episode 213] from 2023-07-17T07:00
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10Xing, Technology, and Toxic Charity from 2023-07-14T07:00
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Charity Is Toxic? from 2023-07-13T07:00
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Leveraging Technology With Guest Ben Goss from 2023-07-12T07:00
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Trying To 10X? Just Do The Work! [Episode 212] from 2023-07-10T07:00
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Laziness, Continuous Practice, and Keeping Your Routines from 2023-07-07T07:00
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God Didn’t Make Tables! from 2023-07-06T07:00
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Improving Through Mentorship And Practice With Brady Bassford from 2023-07-05T07:00
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Stop Being Lazy [Episode 211] from 2023-07-03T07:00
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Too Many Clients, Core Values, and Bad Leaders from 2023-06-30T07:00
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Leaders You Shouldn't Follow from 2023-06-29T07:00
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Core Values With Guest Ross Welte from 2023-06-28T07:00
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Why Are 50 Clients Too Many? [Episode 210] from 2023-06-26T07:00
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Creating Content, Simplifying Taxes, and Why Words Matter from 2023-06-23T07:00
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Words Matter from 2023-06-22T07:00
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Making Taxes Easy with Guest Steven Jarvis from 2023-06-21T07:00
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Creating Valuable Content [Episode 209] from 2023-06-19T07:00
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Financial Undressing, Team Building, and Taking Criticism from 2023-06-16T07:00
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Taking Criticism from 2023-06-15T07:00
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Team Building For Financial Advisors With Guest Christine Timms from 2023-06-14T07:00
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Why Financial Undressing Matters [Episode 208] from 2023-06-12T07:00
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Stacking The Odds, Writing Legacy Letters, and Continuous Team Training from 2023-06-09T07:00
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You Didn’t Hire Idiots from 2023-06-08T07:00
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The Value Of Writing A Legacy Letter With Guest Blake Brewer from 2023-06-07T07:00
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Stacking The Odds In Your Favor [Episode 207] from 2023-06-05T07:00
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Prospect Process, Forcing Mechanisms, and Unlimited Access from 2023-06-02T07:00
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How You Can Offer Unlimited Access from 2023-06-01T07:00
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Unique Forcing Mechanisms with Guest Dave Zaegel from 2023-05-31T07:00
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Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206] from 2023-05-29T07:00
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Walls, Right Fits, And What Will Get You Fired from 2023-05-26T07:00
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What Gets You Fired from 2023-05-25T07:00
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The Right Value And The Right Clients with Guest Jason Speciner from 2023-05-24T07:00
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Wall, What Wall? [Episode 205] from 2023-05-22T07:00
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Surge Abandonment, Content Marketing and Amateur Hour from 2023-05-19T07:00
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Amateur Hour from 2023-05-18T07:00
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Content Marketing With Guest Dave Zoller from 2023-05-17T07:00
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Did Surge Abandon You? [Episode 204] from 2023-05-15T07:00
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Follow Up Friday - The Office Will Burn Down If You Go On Vacation from 2023-05-12T07:00
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Worlds to Conquer - When #$@# Goes Wrong from 2023-05-11T07:00
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What Works Wednesday - The Seller’s Journey With Guest Denise Logan from 2023-05-10T07:00
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The Office Will Burn Down If You Go On Vacation [Episode 203] from 2023-05-08T07:00
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Follow Up Friday - Do You Even Have Credibility? from 2023-05-05T07:00
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Worlds To Conquer - Chasing Money VS. Delivering Massive Value from 2023-05-04T07:00
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What Works Wednesday - Working Past Limitations With Guest David Edmisten from 2023-05-03T07:00
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Do You Even Have Credibility? [Episode 202] from 2023-05-01T07:00
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Follow Up Friday - Why Aren’t You Delegating To A Virtual Assistant? from 2023-04-28T07:00
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Worlds to Conquer - Client Events and Executive Assistants from 2023-04-27T07:00
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What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino from 2023-04-26T07:00
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Why Aren’t You Delegating To A Virtual Assistant? [Episode 201] from 2023-04-24T07:00
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Follow Up Friday - F*ing WORK! from 2023-04-21T07:00
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Worlds to Conquer - Executive Assistants And Email Delegation from 2023-04-20T07:00
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What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis from 2023-04-19T07:00
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F*ing WORK! [Episode 200] from 2023-04-17T07:00
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Follow Up Friday - Delegation 101 from 2023-04-14T07:00
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Worlds to Conquer - Do You Need An Executive Or Virtual Assistant? from 2023-04-13T07:00
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What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein from 2023-04-12T07:00
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Delegation 101 [Episode 199] from 2023-04-10T07:00
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Follow Up Friday - What To Do When You're Out Of The Office from 2023-04-07T07:00
Once surge is done, do you feel you need to keep your same intensity level or do you have a plan for that transition? Have you considered ways to add value to your clients by asking about educat...
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Worlds to Conquer - 10X Your Practice - A Financial Advisor’s Perfect Week from 2023-04-06T07:00
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What Works Wednesday - Education Planning With Guest Fred Amrein from 2023-04-05T07:00
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What To Do When You're Out Of The Office [Episode 198] from 2023-04-03T07:00
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Follow Up Friday - 10X Your Practice By Going Old School from 2023-03-31T07:00
Do you assume that if someone is successful and things look easy for them or do you realize they’ve been putting the reps in? Do you consider yourself a proactive ...
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Worlds To Conquer - What Is BackStage Pass? from 2023-03-30T07:00
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What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat from 2023-03-29T07:00
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10X Your Practice By Going Old School [Episode 197] from 2023-03-27T07:00
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Follow Up Friday - Moving The Needle from 2023-03-24T08:00
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Worlds to Conquer - Stop Being A Slacker from 2023-03-23T08:00
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What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA from 2023-03-22T08:00
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Moving The Needle [Episode 196] from 2023-03-20T08:00
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Follow Up Friday - 10X Your Practice from 2023-03-17T08:00
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Worlds to Conquer - Change Happens When Four Things Occur In Your Life from 2023-03-16T08:00
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What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet from 2023-03-15T08:00
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10X Your Practice [Episode 195] from 2023-03-13T08:00
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Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse from 2023-03-10T08:00
Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be pro...
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Worlds to Conquer - Are You Ready To 10X Your Practice? from 2023-03-09T08:00
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What Works Wednesday - Finding Fulfillment With Coach Brett Baughman from 2023-03-08T08:00
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Lifestyle Is Worth Less Than Wirehouse [Episode 194] from 2023-03-06T08:00
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Follow Up Friday - What Is Too Much Value? from 2023-03-03T08:00
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Worlds to Conquer - Your Surge Questions Answered from 2023-03-02T08:00
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What Works Wednesday - Client Events With Chad Hufford from 2023-03-01T08:00
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What Is Too Much Value? [Episode 193] from 2023-02-27T08:00
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Follow Up Friday - We Don’t Need Surge, We Need Prospects from 2023-02-24T08:00
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Worlds to Conquer - A Detailed Look At Surge from 2023-02-23T08:00
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What Works Wednesday - Creating A Surge Process That Works For You With John Mason from 2023-02-22T08:00
When implementing surge, it’s important to be intentional about your time and schedule, and understand what you’re solving for. On today’s episod...
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We Don’t Need Surge, We Need Prospects [Episode 192] from 2023-02-20T08:00
Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerfu...
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Follow Up Friday - Your Q1 Surge Plan from 2023-02-17T08:00
Implementing surge is beneficial for you, but it also creates a better experience for your client. However, surge takes work and requires prepara...
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Worlds to Conquer - Surge And Questions For Your Team from 2023-02-16T08:00
You can’t assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today’s ...
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What Works Wednesday - The Advisor Path With Ben VerWys from 2023-02-15T08:00
If you’re good at what you do, it’s understandable that there can be endless opportunities available to you. On today’s episode, Matt is joined b...
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Your Q1 Surge Plan [Episode 191] from 2023-02-13T08:00
With Spring Surge around the corner, what are you doing to prepare now so that you are creating an incredible meeting experience for your clients...
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Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks from 2023-02-10T08:00
Are you doing whatever you can to improve the client experience? Do you practice getting comfortable with being uncomfortable? Are you trying to create your own s...
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Worlds to Conquer - Surge: Schedules and Teams from 2023-02-09T08:00
You do not need to reinvent the wheel to implement surge. On this episode, Jamie shares a proven surge schedule based on years of experience and ...
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What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris from 2023-02-08T08:00
There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to mak...
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Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190] from 2023-02-06T08:00
It’s possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond w...
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Follow Up Friday - What If You HAD To Double Your Productivity?!? from 2023-02-03T08:00
What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you...
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Worlds to Conquer - Defining Value With Your Team from 2023-02-02T08:00
Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In t...
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What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman from 2023-02-01T08:00
Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. ...
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What If You HAD To Double Your Productivity?!? [Episode 189] from 2023-01-30T08:00
We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those h...
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Follow Up Friday - The Goal Of The Perfect RIA from 2023-01-27T08:00
Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you whe...
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Worlds to Conquer - Getting Uncomfortable With Your Goals from 2023-01-26T08:00
Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today’s episode...
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What Works Wednesday - Deal Structures and Trends In The M&A Market from 2023-01-25T08:00
What happens when a senior advisor is looking to sell their practice to a junior advisor, but there’s a large gap between the firm’s valuation and the advisor’s i...
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The Goal Of The Perfect RIA [Episode 188] from 2023-01-23T08:00
Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and...
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Follow Up Friday - Why Is Playing Office Such An Evil?!? from 2023-01-20T08:00
How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recen...
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Worlds to Conquer - Goals And Productivity from 2023-01-19T08:00
Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do yo...
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What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau from 2023-01-18T08:00
When making a move to start your own RIA, what will help you determine what type of practice you want to have and who you want to work with? In t...
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Why Is Playing Office Such An Evil?!? [Episode 187] from 2023-01-16T08:00
Do you think playing office means that you’re at your desk playing solitaire? We all need downtime, and we all play office, but what’s more impor...
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Follow Up Friday - Tax Planning In 2023 from 2023-01-13T08:00
What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and...
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Worlds to Conquer - Goal Setting: Email And Chat from 2023-01-12T08:00
Instant messaging is an all-day meeting with random people invited and no agenda. Does this help you to be productive and meet your goals, and do...
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What Works Wednesday - Creating Systems and Processes With Cameo Roberson from 2023-01-11T08:00
As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. O...
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Tax Planning In 2023 [Episode 186] from 2023-01-09T08:00
Willpower is not enough! If you’re familiar with this statement, then what is your plan to make 2023 your best year ever? On today’s episode, Mat...
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Follow Up Friday - You Are Playing Office, Here’s How To Tell from 2023-01-06T08:00
How often do you find yourself saying that you’re at capacity and how realistic are the numbers you associate with your practice? How do you hand...
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Worlds to Conquer - Goal Setting from 2023-01-05T08:00
When looking at your next goals, do you have a plan in place and think about all the actionable steps to meet your goal, or is it just a wish? On...
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What Works Wednesday - Focusing On Positivity With Rich Chen from 2023-01-04T08:00
Each one of us has challenges that we face throughout our lives, and it’s easy to get swept up in the negativity and head trash. On today’s episode, Matt is joine...
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You Are Playing Office, Here’s How To Tell [Episode 185] from 2023-01-02T08:00
It’s easy to say and assume that you’re at capacity, because what else are you doing with all your time? But if you’re claiming that you’re resea...
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Follow Up Friday - Was 2022 Your Best Year Ever? from 2022-12-30T08:00
When you look to your goals for the next year, are you being specific and intentional about them? ...
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Worlds to Conquer - Family Offices Q&A from 2022-12-29T08:00
In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational pract...
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What Works Wednesday - Leading Advisors With Dustin Corrente from 2022-12-28T08:00
How do you translate lessons that you learn into day-to-day strategies? On this What Works Wednesday, Matt is joined by Dustin Corrente, the Mana...
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Was 2022 Your Best Year Ever? [Episode 184] from 2022-12-26T08:00
When you look back at this past year, are you questioning if you even did anything, or are you a victim of drinking your own kool-aid and celebra...
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Follow Up Friday - Surge - What If It Works? from 2022-12-23T08:00
Is your head trash what’s stopping you from implementing surge and finding ways to deliver more value to your clients? If you’re going to impleme...
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Worlds to Conquer - Growing Up In A Family Office With Lane Wild from 2022-12-22T08:00
On week three of our series of working in a family firm, Jamie is joined by her son Lane Wild as he shares what it’s like to be the grandchild of...
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What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace from 2022-12-21T09:25
Making changes within your practice can be a difficult decision to make, especially when that involves bringing in a partner or making the leap t...
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Surge - What If It Works? [Episode 183] from 2022-12-19T08:00
We all have the same 24 hours in a day, but what sets up the good from the great is how that time is used. This is where surge meetings come into...
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Follow Up Friday - Why Are Value Adds Amazing?! from 2022-12-16T08:00
If you aren’t yet implementing value adds, you’re missing an opportunity to help your clients achieve their goals. But it’s important to make sur...
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Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski from 2022-12-15T08:00
Hire family or don’t hire family? This might depend on who you’re asking. In the second part of this series, Jamie is joined by her father, the l...
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What Works Wednesday - Small Business Planning With Steven Jarvis, CPA from 2022-12-14T08:00
When discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they’re solving for? Micah...
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Why Are Value Adds Amazing?! [Episode 182] from 2022-12-12T08:00
Value adds aren’t a catchphrase; they’re a way to provide specific, actionable advice to clients. But as with anything you choose to implement in...
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Follow Up Friday - Value Adds: Buckets and Guardrails from 2022-12-09T08:00
When the markets are down, are you discussing investments and portfolios, or are you providing clients with a si...
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Worlds to Conquer - Family Offices from 2022-12-08T08:00
When you hear that an advisor works for their parent, does that immediately conjure an idea that the advisor doesn’t necessarily deserve to be in...
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What Works Wednesday - Creating Habits With Lindsay Picone from 2022-12-07T08:00
Have you thought about the impact of using the word ‘should’ and is it has a positive or negative meaning? On this What Works Wednesday, Matt is ...
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Value Adds: Buckets and Guardrails [Episode 181] from 2022-12-05T08:00
When you meet with your clients, how much time are you spending discussing the markets and investments versus providing them with ...
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Follow Up Friday - When Value Adds Go Wrong from 2022-12-02T08:00
When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a proce...
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Worlds to Conquer - Training Your Team from 2022-12-01T08:00
When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate wi...
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What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty from 2022-11-30T08:00
If you haven’t taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today’s What Works Wednesday, Matthew ...
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When Value Adds Go Wrong [Episode 180] from 2022-11-28T08:00
At The Perfect RIA, we’re all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incr...
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Follow Up Friday - The Retirement Income Timeline from 2022-11-25T08:00
Does talking to your clients about their gross numbers create clarity for them or just confuse them? What if, instead, you focused...
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Worlds to Conquer - Helping Team Members Set Priorities from 2022-11-24T08:00
Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how...
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What Works Wednesday - Working With International Clients With Ashley Murphy from 2022-11-23T08:00
Having a focus and niche in your practice, to the point where your niche immediately triggers your name with someone, is fabulous. But just becau...
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The Retirement Income Timeline [Episode 179] from 2022-11-21T08:00
When a client is getting close to retirement, how confident do they feel, and are they mentally spending money that they may not actually see? Ma...
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Follow Up Friday - TPR Live Event Recap from 2022-11-18T07:00
Have you gone through the practice analyzer to take a deep dive into your practice to see where you’re spending your time and energy? Have you th...
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Worlds to Conquer - Career Pathways from 2022-11-17T07:00
Most employees leave their current employer because they feel there isn’t any place for them to go. What if you create an environment where your ...
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What Works Wednesday - Financial Literacy with Daniele Beasley from 2022-11-16T07:00
On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty C...
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TPR Live Event Recap [Episode 178] from 2022-11-14T07:00
What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most ...
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Follow Up Friday - Why Don't You Graduate Clients? from 2022-11-11T07:00
Do you have your line in the sand that you know you won’t cross with your clients? What happens if they cross that line or if they don’t take you...
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Worlds To Conquer - Who Are Your Prospects? from 2022-11-10T07:00
What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospect...
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What Works Wednesday - Planning For Aging Clients With Lisa Mayfield from 2022-11-09T07:00
How do you talk with your aging clients about planning for future care or for a change in their health? On today’s What Works Wednesday, Matthew ...
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Why Don’t You Graduate Clients? [Episode 177] from 2022-11-07T07:00
When clients aren’t the right fit, or when they aren't open to your advice, do keep them on, hoping they’ll just listen? Or, do you have a set of...
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Follow Up Friday - What Is A Lifestyle Practice? from 2022-11-04T07:00
Are you guilty of spending hours in the office, just to be there? Or are you being hyper intentional about your time so you can de...
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Worlds To Conquer - Dealing With Head Trash from 2022-11-03T07:00
Are you afraid that you’re going to lose all your clients and income once you implement something new? Everyone has doubts and insecurities but t...
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What Works Wednesday - Business Planning with Scott Rusnak from 2022-11-02T07:00
Designing your life and your business is something that everyone should focus on. However, sometimes it’s hard to find in yourself what you need ...
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What Is A Lifestyle Practice? [Episode 176] from 2022-10-31T07:00
A lifestyle practice is one that delivers massive value to clients and follows a surge meeting concept so that more value is being delivered in a...
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Follow Up Friday - Delegation: When It Works And When It Doesn’t from 2022-10-28T07:00
Do you realize that you're already delegating the majority of items in your life? Have you paid attention to how you're talking to...
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Worlds To Conquer - Client Onboarding: Referrals from 2022-10-27T07:00
If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically ...
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What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick from 2022-10-26T07:00
Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today's episode, Justin Fitzpatrick...
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Delegation: When It Works And When It Doesn’t [Episode 175] from 2022-10-24T07:00
It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn’t always go as planned. ...
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Follow Up Friday - Your Client Onboarding Process from 2022-10-21T07:00
Key takeaways from this week's episodes.
Having systems in p...
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Worlds To Conquer - Client Onboarding - Creating A Solid Foundation from 2022-10-20T07:00
Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do durin...
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Your Client Onboarding Process [Episode 174] from 2022-10-17T07:00
Do you feel that you should create a new and unique system with each and every client and truly believe that doing so provides value? What if, in...
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Follow Up Friday - What Do You Do Once The Prospect Says ‘Yes!’? from 2022-10-14T07:00
What you need to know about onboarding.
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Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide from 2022-10-13T07:00
What we expect prospects to give us prior to the initial conversation with them, how we prepare for the initial meeting, and more.
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What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales from 2022-10-12T07:00
If you are an investor wanting to avoid the larger wirehouses, you are probably in the market for an independent financial planner or advisor who doesn’t work at o...
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What Do You Do Once The Prospect Says ‘Yes!’? [Episode 173] from 2022-10-10T07:00
Your prospect just said 'yes'—now what? Don’t panic! Micah and Matthew have tips, strategies, and answers for you. One of the key ways that they recommend navigati...
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Follow Up Friday - How To Communicate Your Value To Clients from 2022-10-07T07:00
Key takeaways from this week's episodes.
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Worlds To Conquer - New Client Onboarding - Setting Expectations from 2022-10-06T07:00
Beginning a month-long series all about onboarding brand new clients.
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What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte from 2022-10-05T07:00
Building a practice that can run successfully without you being there for extended periods of time can be hard work, but it is entirely worth it. Taking time off a...
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How To Communicate Your Value To Clients [Episode 172] from 2022-10-03T07:00
Every advisor knows that they need to be meeting with clients regularly, but most of them don’t know what to say in a client meeting. If you are still having troub...
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Follow Up Friday - Helping Team Members Triage Client Requests from 2022-09-30T07:00
Helping your team to help you.
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Worlds To Conquer - The Importance Of A Team from 2022-09-29T07:00
What young advisors need to know in order to grow their practices.
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What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario from 2022-09-28T07:00
Having a clear target market can earn you true validation as a financial advisor. As many successful advisors know, having a specific niche that you focus on allow...
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Helping Team Members Triage Client Requests [Episode 171] from 2022-09-26T07:00:20
Is it possible to delegate all initial client emails, tasks, and communications—and expect your team to run it like you would? Matthew and Micah sit down ...
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Follow Up Friday - Do I Need To Fire My Team? from 2022-09-23T07:00
Action items from this week's episodes.
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Worlds To Conquer - How To Fire An Employee from 2022-09-22T07:00
The right way to terminate someone you know shouldn't be on your staff.
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What Works Wednesday With Josh Raab from 2022-09-21T07:00
If you have expertise and knowledge to share beyond what you share with your clients as an advisor, writing a book has probably crossed your mind—and rightly so. A...
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Should I Fire My Team? [Episode 170] from 2022-09-19T07:00:06
There’s a classic honeymoon period where you hire someone and think they’re going to solve all your problems. But what happens when that’s over and you realize all...
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Follow Up Friday - Working With Family from 2022-09-16T07:00
Recapping the pros and cons of working with family.
Worlds To Conquer - Should I Hire A Family Member? from 2022-09-15T07:00
Settling the debate over whether it's a good idea to hire family members.
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What Works Wednesday With Louis Diamond from 2022-09-14T07:00
Many advisors reach a point in their careers when they wonder if the firm where they’re working is the best place for them to serve their clients and find their de...
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Working With Family [Episode 169] from 2022-09-12T07:00:48
Don’t hire your family members—just don’t do it. Matthew and Micah jump on today to discuss the dilemma of hiring family members and why it's a bad idea 99% of the...
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Follow Up Friday - Running An Effective Team When You're Out Of The Office from 2022-09-09T07:00
Action items for making sure your practice doesn't burn down when you're away.
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Worlds To Conquer - Adding To Your Team - Hiring and Interviewing from 2022-09-08T07:00
Tips for finding, screening, and hiring candidates.
What Works Wednesday With Brendan Frazier from 2022-09-07T07:00
As an advisor, if you don’t have the behavioral part of financial planning dialed in, nothing else will matter. This aspect of financial planning comes down to goo...
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Running An Effective Team When You're Out Of The Office [Episode 168] from 2022-09-05T07:00:15
If nothing gets done when you leave the office, is it because you don’t have a rockstar—or is it because you suck as a leader? In this episode, Matthew and Micah a...
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Follow Up Friday - How Surge Works For New Relationships And Clients from 2022-09-02T07:00
Recapping this week's episodes and action items to implement right away.
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Worlds To Conquer - When I Surge, You Surge, We Surge from 2022-09-01T07:00
How surge works with family units and dynamics.
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What Works Wednesday with Aaron Walker from 2022-08-31T07:00
We all have goals and desires, but which objectives are musts in your life? The pursuits we choose to invest time in are a reflection of our standards, an...
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How Surge Works For New Relationships And Clients [Episode 167] from 2022-08-29T07:00:06
If you’re new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can’t see you for 6 mon...
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Follow Up Friday - The Challenge! Who Delivers More Value? from 2022-08-26T07:00
Action items from this week's episodes.
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Worlds To Conquer - Tips And Tricks For A Harmonious Surge from 2022-08-25T07:00
How to make surge as efficient as possible.
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What Works Wednesday with Guest Jeff Rattiner from 2022-08-24T07:00
The CFP® designation has been the standard of excellence for financial planners for decades—and it’s easy to see why. The highest designation in financial planning...
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The Challenge! Who Delivers More Value? [Episode 166] from 2022-08-22T07:00:23
Is discounted service really a value? Matthew and Micah are diving into the world of discounted service vs. massive value, and the hypothetical fists are flying. M...
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Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison from 2022-08-19T07:00
The differences in how Matt and Micah run surge.
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Worlds To Conquer - Managing Value Adds In Surge from 2022-08-18T07:00
The importance of figuring out your value adds.
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What Works Wednesday With Guest Rich Chen from 2022-08-17T07:00
When starting and then running your own practice, it is essential that you seek legal advice to ensure everything is done correctly. Having an attorney you can com...
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A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165] from 2022-08-15T07:00:15
The focus this month is on surge meetings because they are such a critical part of an office. Today Matthew and Micah talk about how they do surge differently in t...
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Follow Up Friday - Surge Meeting Mistakes from 2022-08-12T07:00
What to avoid when planning surge.
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Worlds To Conquer - Calendaring Surge from 2022-08-11T07:00
What to know about running surge.
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What Works Wednesday with Guests Steven Jarvis and Leila Shaver from 2022-08-10T07:00
As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financia...
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Surge Meeting Mistakes [Episode 164] from 2022-08-08T07:00:01
If you jump headfirst into the pool of surge meetings, you’re going to hit your head! This week, Matthew and Micah tackle the topic of surge meetings and share the...
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Follow Up Friday - Estate Planning and Fall Surge from 2022-08-05T07:00
How traveling and being out of the office is like cruise control on a car, dealbreakers, and more.
What Works Wednesday with Guest Alan Moore from 2022-08-03T07:00
Entrepreneurship and building a business can be a long, hard and lonely journey. Many advisors want to learn what they need to do in order to be the best advisors ...
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Estate Planning and Fall Surge [Episode 163] from 2022-08-01T07:00
In this episode, Matthew and Micah touch on the importance of being able to put systems in place, delegate, and put our practices on autopilot successfully. They s...
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Follow Up Friday - What Does Family First Mean To You? from 2022-07-29T07:00
Where advisors struggle with prioritizing business AND family.
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What Works Wednesday with Guest Joe Curry from 2022-07-27T07:00
Financial advisors spend most of their time helping their clients achieve their financial goals, but in order to ensure the long-term success of the practice, it i...
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What Does Family First Mean To You? [Episode 162] from 2022-07-25T07:00
Why is it so important to be effective with your time when it comes to business practices and personal life? Often, because it allows you the time and energy to sh...
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Follow Up Friday - EVERYONE Charges A Premium Fee from 2022-07-22T07:00
Highlights from Monday's podcast.
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What Works Wednesday with Guest Michael Henley from 2022-07-20T07:00
Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication a...
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EVERYONE Charges A Premium Fee [Episode 161] from 2022-07-18T07:00
Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what is ...
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Follow Up Friday - Kitces Office Hours Teaser from 2022-07-15T07:00
Why saying "no" is actually a good thing.
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What Works Wednesday with Guest Benjamin Brandt from 2022-07-13T07:00
As the cost of living—food, gas, taxes, and everything in between—goes up, it makes sense that advisors increase their fees, as well. However, many advisors feel h...
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Kitces Office Hours Teaser [Episode 160] from 2022-07-11T07:00
Today the legend, Michael Kitces, joins the show to share insight and wisdom from his massive experience in the financial and business worlds. You will hear about ...
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Follow Up Friday - Discount Fee - Then Discount Advisor! from 2022-07-08T07:00
Revisiting the key takeaways from Monday's episode.
What Works Wednesday with Guest Dustin Frost from 2022-07-06T07:00
Technology has developed significantly in the past several years, helping advisors grow their businesses, keep track of many moving parts, and—of course—provide mo...
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Discount Fee - Then Discount Advisor! [Episode 159] from 2022-07-04T07:00
The power of financial undressing and the mastermind experience is incredible and effective when advisors are looking to upgrade their practices. In this episode, ...
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Follow Up Friday - Roth Conversions from 2022-07-01T07:00
How to stop yourself from overcomplicating things, especially when it comes to Roth conversions.
Roth Conversions [Episode 158] from 2022-06-27T07:00
Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they ...
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Follow Up Friday - What Are You Gaining From Conferences? from 2022-06-24T07:00
Recapping the key takeaways from Monday's episode.
What Works Wednesday With Guest Libby Greiwe from 2022-06-22T07:00
Working fewer hours is a goal for many advisors. Working fewer hours and getting higher pay is even more sought after. However, for many advisors, this feels too f...
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What Are You Gaining From Conferences? [Episode 157] from 2022-06-20T07:00
In today’s episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they take so...
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Follow Up Friday - If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! from 2022-06-17T07:00
Diving deeper into one of the key tenants of The Perfect RIA.
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Tips from the Trenches - Buckets In A Volatile Market from 2022-06-15T07:00
What to do when your client is retiring during a downturn in the market.
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If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156] from 2022-06-13T07:00
This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In this episode, ...
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Follow Up Friday - Doing What Works from 2022-06-10T07:00
Action items following Monday's episode.
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Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success from 2022-06-08T07:00
The winning formula for networking.
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Doing What Works [Episode 155] from 2022-06-06T07:00
Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and wha...
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Follow Up Friday - Stop Talking Yourself Out Of The Sale! from 2022-06-03T07:00
How the way you're talking could actually be working against you.
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Tips from the Trenches - Following Your Own Advice from 2022-06-01T07:00
The importance of looking at your own financial situation.
Stop Talking Yourself Out Of The Sale! [Episode 154] from 2022-05-30T07:00
It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to ad...
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Follow Up Friday - How Did I Lose $50,000 This Month!?! from 2022-05-27T07:00
The importance of clear communication with your clients, even in times of turmoil.
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Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails from 2022-05-25T07:00
Matthew shares how to get clients through networking.
How Did I Lose $50,000 This Month!?! [Episode 153] from 2022-05-23T07:00
After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down ...
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Follow Up Friday - You Said What In A Client Meeting?! from 2022-05-20T07:00
How to ensure your clients see the value in working with you.
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Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive from 2022-05-18T07:00
How to make sure your clients are an ideal fit.
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You Said What In A Client Meeting?! [Episode 152] from 2022-05-16T07:00
One of our core tenets and values at The Perfect RIA is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environm...
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Follow Up Friday - Why Don’t I Have More Prospects?!? from 2022-05-13T07:00
Action items that can directly result in you having more prospects.
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Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations from 2022-05-11T07:00
How to set the stage for communicating what really matters.
Why Don’t I Have More Prospects?!? [Episode 151] from 2022-05-09T07:00
Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering val...
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Follow Up Friday - Show Me The Beef! from 2022-05-06T07:00
What makes an effective communicator.
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Tips from the Trenches - Show Up For Surge from 2022-05-04T07:00
What it means to show up for surge and why it's so important.
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Show Me The Beef! [Episode 150] from 2022-05-02T07:00
As an advisor, you get the opportunity to transform someone’s life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. S...
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Follow Up Friday - How Do I Actually Get Tax Returns From Clients? from 2022-04-29T07:00
How delivering massive value relates to tax returns.
Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators from 2022-04-27T07:00
The importance of key performance indicators.
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How Do I Actually Get Tax Returns From Clients? [Ep 149] from 2022-04-25T07:00
As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive valu...
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Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” from 2022-04-22T07:00
Action items for dramatically improving your prospect process.
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Tips from the Trenches - Tales From Tax Season from 2022-04-20T07:00
Steven Jarvis joins this episode to share a real-life experience with tax planning.
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Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148] from 2022-04-18T07:00
Having issues in prospect meetings? It’s incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smooth...
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Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate? from 2022-04-15T07:00
Why you don't need to get a prospect scheduled right away.
Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones from 2022-04-13T07:00
The fatal flaw in most advice for creating a business plan.
Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147] from 2022-04-11T07:00
What happens when a prospect says, “I have time tomorrow at 2 pm”? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu choke...
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Follow Up Friday - Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA from 2022-04-08T07:00
The most important action items from this week's episode.
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Tips from the Trenches - Your Team As Teachers from 2022-04-06T07:00
How to train your team to make sure you're always on the same page.
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Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146] from 2022-04-04T07:00
In today’s episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA’s life a living hell. Steve...
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Follow Up Friday - Guest Star Reese Harper from 2022-04-01T07:00
Action items for delivering massive value.
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Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan? from 2022-03-30T07:00
The value of the one-page plan.
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Guest Star Reese Harper [Episode 145] from 2022-03-28T07:00
Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn’...
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Follow Up Friday - But I Don't Have Time For That from 2022-03-25T07:00
Action items for finding time in your practice.
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Tips from the Trenches - Value Adds in Surge from 2022-03-23T07:00
What to do before surge—and any other value-adds.
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But I Don't Have Time For That [Episode 144] from 2022-03-21T07:00
That’s a great idea…but I don’t have time. Someday I’ll have time. Have you caught yourself saying either of these things? If so, make sure to tune in to ...
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Follow Up Friday - Can I Get A Discount? from 2022-03-18T07:00
The negative impacts of giving a discount.
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Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter from 2022-03-16T07:00
How to invest money for your clients.
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Can I Get A Discount? [Episode 143] from 2022-03-14T07:00
All advisors and practice owners feel fear at some point. It’s a natural part of growing your practice. And unless you are completely certain of the value you are ...
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Follow Up Friday - Giving Out My Cell Phone Is How I Add Value from 2022-03-11T08:00
Action items to help you deliver massive value—without giving out your cell phone number.
Tips from the Trenches - Tax Projections and Medicare IRMAA from 2022-03-09T08:00
Learn why it's so important to take a client's entire situation into consideration when giving advice.
Giving Out My Cell Phone Is How I Add Value [Episode 142] from 2022-03-07T08:00
There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—or is it actuall...
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Follow Up Friday - THE Floyd Shilanski from 2022-03-04T08:00
Action items following our special episode featuring a rare guest.
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Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars from 2022-03-02T08:00
Why you need a team you can trust if you want to deliver massive value.
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THE Floyd Shilanski [Episode 141] from 2022-02-28T08:00
Providing your clients with massive value is something that is talked about often on The Perfect RIA, but it’s also important to ensure you have time for ...
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Follow Up Friday - What Is The Perfect RIA? from 2022-02-25T08:00
Action items and key lessons from Monday's episode.
Tips from the Trenches - Post Surge Meetings from 2022-02-23T08:00
Key things to think about with surge meetings.
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What Is The Perfect RIA? [Episode 140] from 2022-02-21T08:00
How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on...
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Follow Up Friday - Client Segmentation from 2022-02-18T08:00
Why client segmentation is generally a bad idea—and what to do instead.
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Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach from 2022-02-16T08:00
Learn how you should be thinking about raising your fees.
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Client Segmentation [Episode 139] from 2022-02-14T08:00
Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve th...
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Follow Up Friday - You Drank a Soda in a Client Meeting?!? from 2022-02-11T08:00
Proven action items for you to take this week.
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Tips from the Trenches - Having Your Team Run Meetings from 2022-02-09T08:00
How to make your meetings more effective.
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You Drank a Soda in a Client Meeting?!? [Episode 138] from 2022-02-07T08:00
There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to ho...
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Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash from 2022-02-02T08:00
What you need to know about charging the right level of fees.
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Tips from the Trenches - Value Adds On A Security Breach from 2022-01-26T08:00
A real-life story of a massive security breach—and how it was handled.
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Follow Up Friday - Asking Questions That Matter For Estate Planning from 2022-01-21T08:00
Follow-up items to focus on regarding rockstar questions.
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Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success from 2022-01-19T08:00
Tips for finding even greater success with your prospecting and onboarding process.
Asking Questions That Matter For Estate Planning [Episode 137] from 2022-01-17T08:00
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they...
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Follow Up Friday - The Godfather: Michael Kitces from 2022-01-14T08:00
Four things you need to do in order to transform your practice.
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Tips from the Trenches - Facial Expressions from 2022-01-12T08:00
Learn what you need to be paying attention to in client meetings.
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The Godfather: Michael Kitces [Episode 136] from 2022-01-10T08:00
Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew’s guest today is someone who...
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Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$ from 2022-01-07T08:00
Action items for streamlining your process and delivering the same massive value in less time.
Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client from 2022-01-05T08:00
How to avoid wasting your client's time—and your own.
It Took Me XX Hours And Is Therefore Worth $$ [Episode 135] from 2022-01-03T08:00
Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you focus too much o...
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Tips from the Trenches - Getting Rona During Surge from 2021-12-29T08:00
How to make sure you're a top performer—no matter what.
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Follow Up Friday - But I'm At Capacity from 2021-12-24T08:00
How to get out of the victim mindset.
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Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little from 2021-12-22T08:00
Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it.
But I'm At Capacity [Episode 134] from 2021-12-20T08:00
How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are at capacity a...
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Follow Up Friday - How To Break Your Fee Process from 2021-12-17T08:00
Action items for raising your fees.
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Tips from the Trenches - Asset Transfers with Value from 2021-12-15T08:00
What you need to know about communicating with clients regarding asset transfers.
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How To Break Your Fee Process [Episode 133] from 2021-12-13T08:00
Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for learning...
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Follow Up Friday - Which Coaching Program Should I Join? from 2021-12-10T08:00
Four action items to get you on the right track with personal development.
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Tips from the Trenches - Performance from 2021-12-08T08:00
How to make sure you're giving it your all in every meeting—even during surge.
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Which Coaching Program Should I Join? [Episode 132] from 2021-12-06T08:00
Matthew and Micah have spoken in depth about surrounding yourself with and learning from people who are at a point in their career that you want to get to, and sig...
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Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis from 2021-12-01T08:00
Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches.
Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis from 2021-11-24T08:00
Learn why all clients are not necessarily good clients.
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Follow Up Friday - Surge Meetings Can't Work from 2021-11-19T08:00
Action items to help you implement surge meetings.
Tips from the Trenches - To Delegate or Not To Delegate from 2021-11-17T08:00
How to balance delegating tasks with doing the work that YOU need to be doing.
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Surge Meetings Can't Work [Episode 131] from 2021-11-15T08:00
If you’re like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings s...
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Follow Up Friday - What Did You Read This Month? from 2021-11-12T08:00
Action items for staying on top of your personal development.
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Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis from 2021-11-10T08:00
Hear a snippet from Matthew's book, Delivering Massive Value.
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What Did You Read This Month? [Episode 130] from 2021-11-08T08:00
When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become avail...
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Follow Up Friday - Client Graduation from 2021-11-05T07:00
Three action items to help ensure you only serve your ideal clients.
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Tips from the Trenches - Team Training from 2021-11-03T07:00
Important considerations for keeping your team at the top of their game.
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Client Graduation [Episode 129] from 2021-11-01T07:00
The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if ...
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Reading Time with Jarvis - The Bet by Paul Sabin from 2021-10-27T07:00
Get key takeaways from one of Matthew's favorite books.
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Follow Up Friday - How Do I Get Referrals From CPAs? from 2021-10-22T07:00
What you can do today to put yourself in a better position in regards to tax planning.
Tips from the Trenches - Holding Your Value from 2021-10-20T07:00
How to stick to your guns when it comes to charging what you're worth.
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How Do I Get Referrals From CPAs? [Episode 128] from 2021-10-18T07:00
Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change th...
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Follow Up Friday - I'll Do It Later from 2021-10-15T07:00
Action items to close out the week.
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Reading Time with Jarvis - Delivering Massive Value - Chapter 9 from 2021-10-13T07:00
Highlighting key insights from Matthew's book.
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I'll Do It Later [Episode 127] from 2021-10-11T07:00
You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you’re goin...
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Follow Up Friday - Double Your Practice from 2021-10-08T07:00
Major action items to implement now.
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Tips from the Trenches - Christmas in October from 2021-10-06T07:00
Why we want to think about Christmas before December.
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Double Your Practice [Episode 126] from 2021-10-04T07:00
How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinp...
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Reading Time with Jarvis - Deep Work by Cal Newport from 2021-09-29T07:00
Learn what damages your productivity and focus time.
Follow Up Friday - Team Won't Implement from 2021-09-24T07:00
Action items for the upcoming week to help your practice succeed.
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Tips from the Trenches - Assuming on a Client Plan from 2021-09-22T07:00
Learn our steps for a successful financial planning process.
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Team Won’t Implement [Episode 125] from 2021-09-20T07:00
None of us are exempt from looking around and finding the nearest scapegoat from time to time. It’s easy, it preserves our ego, and it gives us a reason for why we...
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Follow Up Friday - It's Not Just Matt and Micah That Surge from 2021-09-17T07:00
Action items for quadrupling your income and the time you spend out of your office.
Reading Time with Jarvis - Nerd's Eye View by Michael Kitces from 2021-09-15T07:00
Learn about one of Matt's favorite resources for advising advice.
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It's Not Just Matt and Micah That Surge [Episode 124] from 2021-09-13T07:00
Financial advisors generally meet with clients year-round, resulting in wasted time not only preparing for the meetings, but also in the meetings themselves. Howev...
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Follow Up Friday - Is There A Wannabe Doctor On Board? from 2021-09-10T07:00
Learn why it's important to learn from people who have actually done what you want to do.
Tips from the Trenches - The Power of One Page from 2021-09-08T07:00
Learn the value of one-page planning documents.
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Is There A Wannabe Doctor On Board? [Episode 123] from 2021-09-06T07:00
The amount of trust your clients put in you is a big deal. Just as you wouldn’t seek medical advice from someone who isn’t a certified doctor, others will not want...
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Reading Time with Jarvis - The Rich Barber Method by Chuka Torres from 2021-09-01T07:00
Learn how business tips from a barber apply to all entrepreneurs.
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Tips from the Trenches - Follow The Process from 2021-08-25T07:00
How to communicate with clients about the value of following a process of success.
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Follow Up Friday - Being The Best from 2021-08-20T07:00
When you have too much going on to do what it takes to be the best.
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Reading Time With Jarvis - Mr. Money Mustache from 2021-08-18T07:00
Learn valuable takeaways from the Mr. Money Mustache blog.
Being The Best [Episode 122] from 2021-08-16T07:00
Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you’...
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Follow Up Friday - When You Make Too Many Exceptions from 2021-08-13T07:00
Getting over the head trash that comes with "graduating" clients.
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Tips from the Trenches - Team Experience from 2021-08-11T07:00
Learn what experience you can give your employees to empower them.
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When You Make Too Many Exceptions [Episode 121] from 2021-08-09T07:00
When you are seeing the same problems in your business consistently show up, chances are there are some foundational issues that need to be looked at. Without foll...
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Follow Up Friday - The Power Factor from 2021-08-06T07:00
What you can do today to move the needle forward in your business.
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Reading Time With Jarvis - Total Money Makeover by Dave Ramsey from 2021-08-04T07:00
Learn why Matt recommends you read this book every year.
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The Power Factor [Episode 120] from 2021-08-02T07:00
You know that your prospecting is not as strong as it should be or your profitability is a little low, but what do you do with that information? Today Micah and Ma...
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Tips from the Trenches - Breaking the Process from 2021-07-28T07:00
Learn the problem with not following the systems that have been put in place.
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Follow Up Friday - How to Delegate Email from 2021-07-23T07:00
Action items for how to delegate email and reclaim your freedom.
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Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler from 2021-07-21T07:00
Learn the importance of planning for end-of-life scenarios.
How to Delegate Email [Episode 119] from 2021-07-19T07:00
There is an enormous amount of societal pressure to be available to answer emails every second of every day. However, for most busy entrepreneurs or firm owners, t...
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Tips from the Trenches - Check-in Time When We're Gone from 2021-07-14T07:00
Learn how to put systems in place to give you more free time.
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Which Industry Studies or Benchmarks Should I Be Using? [Episode 118] from 2021-07-12T07:00
There have been many studies done over the years showcasing what the industry standards are and where you should be in your practice. However, how are you supposed...
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Follow Up Friday - What Happens When You Make A Mistake from 2021-07-09T07:00
Lessons learned from a recent TPR mistake.
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Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell from 2021-07-07T07:00
Learn what really puts top performers across industries ahead of everyone else.
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Mid-Year Review [Episode 117] from 2021-07-05T07:00
The second half of the year won’t be any better than the first half of the year if you’re doing the same thing. That's why Matt and Micah always make sure to do a ...
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Tips from the Trenches - Head Trash from 2021-06-30T07:00
An example of how to add massive value—even while on vacation.
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Follow Up Friday - What Happens When You Don't Know The Answer? from 2021-06-25T07:00
How to respond when clients ask questions and you don't know the answer.
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Reading Time With Jarvis - Hell Yeah or No by Derek Sivers from 2021-06-23T07:00
Learn what to consider when looking at opportunities and making decisions.
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What Happens When You Don't Know The Answer? [Episode 116] from 2021-06-21T07:00
Giving a back-of-the-napkin answer when a client throws out a question you’re unsure about can be a dangerous game to play. In this episode, Matt and Micah share h...
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Follow Up Friday - Prospect Lessons from 2021 from 2021-06-18T07:00
Figuring out your success formula for articulating your value to prospective clients.
Wisdom Wednesday - DMV on Identity Theft from 2021-06-16T07:00
How to deliver massive value to a client whose identity has been stolen.
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Prospect Lessons from 2021 [Episode 115] from 2021-06-14T07:00
Matthew and Micah have each met with prospects and brought them on board in 2021 by delivering massive value. How? This episode will answer that question and cover...
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Weekly Wrap Up - Head Trash from 2021-06-11T07:00
Learn the keys to getting out of your own way to reach success.
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Reading Time With Jarvis - Skin in the Game by Nassim Taleb from 2021-06-09T07:00
Learn about the importance of only taking advice from people who have "skin in the game."
Head Trash [Episode 114] from 2021-06-07T07:00
Is it possible to get to a place where you no longer need to deal with head trash and self-doubt? In this episode, Matthew and Micah tackle the subject of head tra...
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Tips from the Trenches - Conference Room Mistakes from 2021-06-02T07:00
Learn why every little thing can help - or hurt - your business.
https://bit.l...
Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis from 2021-05-26T07:00
Learn about the ins and outs of social security.
https://bit.ly/3nXXk6x...
Weekly Wrap Up - I'm Done with Surge...Now What? from 2021-05-21T07:00
Learn about the importance of having fun and leaving time for your family.
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Tips from the Trenches - The Dishwasher Rule from 2021-05-19T07:00
How to ensure your clients are aware of the work that you do and the value that you provide.
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I'm Done With Surge...Now What? [Episode 113] from 2021-05-17T07:00
When you do a surge schedule, it’s such an intense time and then you have so much time after – what do you do? Matt and Micah share why they choose to schedule tri...
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Weekly Wrap Up - Why Advisors Fail from 2021-05-14T07:00
Learn why advisors fail and the importance of following a success process.
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Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate from 2021-05-12T07:00
Learn why tax planning is so difficult and how to show your level of expertise in this field.
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Why Advisors Fail [Episode 112] from 2021-05-10T07:00
In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they ...
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Tips from the Trenches - Prospect Process from 2021-05-05T07:00
Learn how to improve your office experience so that your clients are even more comfortable to work with you.
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It’s Just An Email [Episode 111] from 2021-05-03T07:00
When you are talking to prospective clients, everything counts. Whether it’s phone calls, meetings or yes, even emails, you have a chance to show how much value yo...
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Reading Time With Jarvis - The War of Art by Steven Pressfield from 2021-04-28T12:00
Matt shares how to avoid procrastination and the importance of working towards your goals.
Tips from the Trenches - When the Sales Process Goes Wrong from 2021-04-21T12:00
Learn how to avoid making mistakes that will ruin your chances with a prospective client.
Finding Good Talent with Yosef Colish [Episode 110] from 2021-04-19T12:00
Have you ever asked yourself why it’s so hard to find good advisor talent? Yosef Colish is the Founder and Managing Director of Leah Yosef International, a leader ...
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Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport from 2021-04-14T12:00
Matt shares important takeaways from a book he wishes he'd read early in his career.
The “Perfect” Way to Rollover a 401(k) [Episode 109] from 2021-04-12T12:00
Any time there needs to be some sort of communication with another firm and there is a rollover or a transfer in process, it is important to take into consideratio...
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Tips from the Trenches - Buckets from 2021-04-07T12:00
Learn why you must communicate your allocation strategy to your clients.
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The Right Size Financial Plan [Episode 108] from 2021-04-05T12:00
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will ...
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Reading Time with Jarvis - Solve for Happy by Mo Gawdat from 2021-03-31T12:00
Learn key takeaways from one of the most powerful books Matt has read in the last five years.
Tips from the Trenches - Delivering Massive Value from 2021-03-24T12:00
Hear about an important lesson Micah learned when meeting with a client's daughter.
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Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller from 2021-03-17T12:00
Learn how to handle having employees who aren't a good fit for your company.
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How Long Does it Take You to Create a Tax Plan? [Episode 107] from 2021-03-15T12:00
It’s easy to get caught up in playing office and feeling guilty for having more in-office time, but how much time should things actually take? In this episode, Mat...
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Tips from the Trenches - Clients' Kids' Accounts from 2021-03-10T13:00
Learn why it's not always a good idea to bring on clients' family members.
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Why Do You Complain vs Improve? [Episode 106] from 2021-03-08T13:00
When you hear of another financial advisor charging high fees, do you attack them—or do you try to figure out what they're doing right and how you can reach that s...
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Reading Time with Jarvis - Never Split the Difference by Chris Voss from 2021-03-03T13:00
Discover powerful negotiation strategies.
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How Do I Deliver Massive Value? [Episode 105] from 2021-03-01T13:00
If you’re dealing with the head trash around delivering something truly valuable for clients, or you’re concerned about whether you’re doing what you need to do qu...
Listen
Tips from the Trenches - Fees from 2021-02-24T13:00
Get over your head trash and figure out what value you provide doing financial planning.
Reading Time with Jarvis - Influence by Robert Cialdini from 2021-02-17T13:00
Learn powerful strategies for influence.
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Why Is the Fee Conversation SO Hard!? [Episode 104] from 2021-02-15T13:00
Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So stop pla...
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Tips from the Trenches - 2nd Opinion from 2021-02-10T17:00
How to handle when a client asks for a second opinion on your work.
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How Long Does It Take To Create a Financial Plan? [Episode 103] from 2021-02-08T13:00
Time is money, and if you’re taking more than 15 hours to create a financial plan, you’re doing it wrong. Stop looking at Parkinson’s Law with a glass half emp...
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Tips from the Trenches - Client Email from 2021-02-03T13:00
Empower your team to answer client questions.
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What If I Don't Want a Lifestyle Practice? [Episode 102] from 2021-02-01T13:00
There’s a question Matt and Micah get more often than you might think: What do you do if you don’t want a lifestyle practice? Today the guys are answering this que...
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Reading Time with Jarvis - Tools of Titans by Tim Ferriss from 2021-01-27T13:00
Key takeaways from one of Matt's favorite books.
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Tips from the Trenches - Interviewing Attorneys from 2021-01-20T13:00
Questions to ask and things to look out for when interviewing attorneys.
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Why Am I Not Getting More Referrals? [Episode 101] from 2021-01-18T13:00
We might be jaded, but those referral success stories you hear from advisors? Well, they’re probably a bunch of B.S. In fact, if you are relying solely on referral...
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Reading Time with Jarvis - Measure What Matters by John Doerr from 2021-01-13T13:00
Key takeaways from one of Matt's favorite books.
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How Much Should I Be Charging? [Episode 100] from 2021-01-11T13:00
At some point, all advisors struggle with how much to charge. Matt and Micah share how they navigated their fee-setting struggles and discuss why it is such a big ...
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Should I Leave My Broker Dealer This Year? [Episode 99] from 2021-01-04T13:00
“Should I leave my broker dealer this year?” is a question Matthew and Micah get rather frequently, so in this episode, you can expect a full answer to that. They ...
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Tips from the Trenches - Paying Your House off in Retirement from 2020-12-23T13:00
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Sten Morgan Interview [Episode 98] from 2020-12-21T13:00
Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it’s also about the way you deliver it. ...
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Professing Our Love for Kitces [Episode 97] from 2020-12-14T13:00
Getting away from the head trash and going into client meetings in the right mindset is so important. So today Matt and Micah discuss some really incredible insigh...
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Tips from the Trenches - Pay Raises in Retirement from 2020-12-09T13:00
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John Lee Dumas Interview [Episode 96] from 2020-12-07T13:00
While we, like many financial advisors, take pride in doing 30-40 surge meetings in a week, John Lee Dumas does 20 podcast interviews in one day. And tha...
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Tips from the Trenches - What if X Happens When I Retire? from 2020-11-25T13:00
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FPA Presentation [Episode 95] from 2020-11-16T13:00
What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today they'll be...
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Tips from the Trenches - Convincing Clients They Can Retire from 2020-11-11T13:00
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How Do I Start a Mastermind Group? [Episode 94] from 2020-11-09T13:00
Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details of how you can...
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Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes from 2020-11-04T13:00
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How Do Advisors Deal With Concentrated Stock Positions? [Episode 93] from 2020-11-02T13:00
What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with this very si...
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When Clients Don't Transfer Assets [Episode 92] from 2020-10-19T12:00
Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you’re really doing is comp...
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Reading Time with Jarvis - Love and Logic for Advisors from 2020-10-14T12:00
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Implementing Surge Meetings with Taylor Schulte from 2020-10-12T12:00
Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor ...
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Why Isn't This Working? [Episode 91] from 2020-10-05T12:00
Very often, it takes failure to learn the necessary lessons—and multiple no's to reach the right yes. Micah and Matthew have both gone through th...
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When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90] from 2020-09-21T12:00
After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn’t waste his time. So in this...
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Am I Charging Too Much?!? [Episode 89] from 2020-09-14T12:00
What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit dow...
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How Do I Fire A Client? [Episode 88] from 2020-09-07T12:00
We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So today Matt and Mica...
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What Are My Prospects Thinking About… [Episode 87] from 2020-08-17T12:00
One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear or un...
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Am I A Good Enough Advisor? [Episode 86] from 2020-08-10T12:00
Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities firml...
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I Screwed Up. Now What? [Episode 85] from 2020-08-03T12:00
Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you’ve probably made your fair share. And the truth is, how you h...
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5 Delegation Mistakes [Episode 84] from 2020-07-17T12:00
What came first: surge meetings or delegation? There’s no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you co...
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Is Lifestyle Code for Lazy? [Episode 83] from 2020-07-10T12:00
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 i...
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Taxes Part 2 [Episode 82] from 2020-07-03T12:00
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 the...
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The Rosetta Stone to Delivering Massive Value [Episode 81] from 2020-06-19T12:00
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 tax...
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Go To Work Naked [Episode 80] from 2020-06-12T12:00
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 ne...
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With Guest John Barron [Episode 79] from 2020-06-05T12:00
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 approach to the sales...
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I HATE Matt&Micah [Episode 78] from 2020-05-22T12:00
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? Today Micah a...
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Surge Meetings [Episode 77] from 2020-05-15T12:00
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 Pa...
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LTC Planning [Episode 76] from 2020-05-08T12:00
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 ...
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Fee Compression My ________ [Episode 75] from 2020-05-01T12:00
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 up about this...
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When YOU Haven't Demonstrated Value [Episode 74] from 2020-04-17T12:00
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 tod...
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Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73] from 2020-04-10T12:00
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...
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Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72] from 2020-04-03T12:00
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...
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Head Trash with Coach Joe Lukacs [Episode 71] from 2020-03-27T12:00
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 effectively help yo...
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Lessons from the Slopes [Episode 70] from 2020-03-20T12:00
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 year...
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Corona Virus [Episode 69] from 2020-03-13T10:00
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 feel comfortabl...
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Team Work Makes the Dream Work [Episode 68] from 2020-03-06T13:00
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 from Q2 consu...
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Getting the First Appointment - Part 2 [Episode 67] from 2020-02-21T13:00
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, today's episode w...
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Getting Past the First Prospect Meeting [Episode 66] from 2020-02-14T13:00
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 y...
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Real Estate and the Secure Act [Episode 65] from 2020-02-07T13:00
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 simple solution tha...
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RMD Value Adds [Episode 64] from 2020-01-31T13:00
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, or RMDs. But ...
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Million Dollar Ideas Are Worthless [Episode 63] from 2020-01-24T13:00
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 dollar" ideas...
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Beating The Markets [Episode 62] from 2020-01-17T13:00
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 “out...
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Distributions While Out of Office [Episode 61] from 2020-01-10T13:00
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...
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It’s A New Year [Episode 60] from 2020-01-03T13:00
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 yo...
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Increasing Massive Value [Episode 59] from 2019-12-27T13:00
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 mak...
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How to Choose a Coaching Program [Episode 58] from 2019-12-20T13:00
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 episode, Micah...
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Managing Distractions [Episode 57] from 2019-12-13T13:00
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 p...
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Business Planning [Episode 56] from 2019-12-06T13:00
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 to discuss how ...
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Measure the Real Stuff [Episode 55] from 2019-11-29T13:00
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 discussi...
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Do I Need A Coach? [Episode 54] from 2019-11-22T13:00
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 ...
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Working On Your Business, In Your Business, and With Your Business [Episode 53] from 2019-11-15T13:00
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 your business? T...
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Massive Value - Investments [Episode 52] from 2019-11-08T13:00
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 in...
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Is This You? [Episode 51] from 2019-10-31T19:41:43
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 wha...
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How To Get Ready For A 3 Month Vacation [Episode 50] from 2019-10-25T12:00
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? T...
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Running a Virtual Team [Episode 49] from 2019-10-18T12:00
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 ...
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Surge Week - How to Add Value to Your Meetings [Episode 48] from 2019-10-11T12:00
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 ...
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Is This Marketing? [Episode 47] from 2019-10-04T12:00
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 eva...
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Making It Look Easy [Episode 46] from 2019-09-27T12:00
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 own firm? Today ...
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Family Time [Episode 45] from 2019-09-20T12:00
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 effici...
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Mailbag [Episode 44] from 2019-09-13T12:00
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 ...
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Effective Delegation - with Gina Cotner [Episode 43] from 2019-09-06T12:00
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 de...
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Getting Your TEAM On Board [Episode 42] from 2019-08-30T12:00
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 impo...
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Massive Value - Fees [Episode 41] from 2019-08-23T12:00
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 structure for...
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Networking: The Good, The Bad, The Ugly [Episode 40] from 2019-08-16T12:00
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 bad. So in th...
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Mailbag [Episode 39] from 2019-08-09T12:00
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 you still have ...
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Bad Ideas [Episode 38] from 2019-08-02T12:00
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 when something se...
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Compliance [Episode 37] from 2019-07-26T12:00
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. C...
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Mid Quarter Review [Episode 36] from 2019-07-19T12:00
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 expect...
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Staffing - How to Hire the RIGHT Person [Episode 35] from 2019-07-12T12:00
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 bein...
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Ground Zero Prospecting [Episode 34] from 2019-07-05T12:00
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 pract...
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Mailbag [Episode 33] from 2019-06-28T12:00
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 planni...
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Marketing Mistakes&How to Avoid Them [Episode 32] from 2019-06-21T12:00
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 today they di...
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Staffing [Episode 31] from 2019-06-14T12:00
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 Mic...
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Profitability [Episode 30] from 2019-06-07T12:00
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 profitabilit...
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How to Provide High-Value Services Part 2 – The Takeaways [Episode 29] from 2019-05-31T12:00
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 the whole stor...
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How to Provide High-Value Services - with Ed Slott [Episode 28] from 2019-05-24T12:00
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 ...
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Stop Lying to Yourself [Episode 27] from 2019-05-17T12:00
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...
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Appointments Outside of the Surge [Episode 26] from 2019-05-10T12:00
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 wh...
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Luck of the Draw [Episode 25] from 2019-05-03T14:53:52
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 is impossible ...
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Let’s Talk About Taxes! Part 2 [Episode 24] from 2019-04-26T07:00
Key Links
- [Link Needed for QCD/Tax preparation document Report that Matthew generates for clients. He refe... Listen
Let’s Talk About Taxes! [Episode 23] from 2019-04-12T07:00
Key Links
- Micah’s appearance on Michael Kitces’ podcast: Listen
To Fee, or Not to Fee? [Episode 22] from 2019-03-29T07:00
Key Links
- Micah’s appearance on Michael Kitces’ podcast: Listen
Account Minimums as a Metric for Finding Ideal Clients [Episode 21] from 2019-03-15T07:00
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 h...
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Tips to Maximize Your Return on Time [Episode 20] from 2019-03-01T08:00
Key Links
- Book that Micah references: Listen
Stop Pretending to Work [Episode 19] from 2019-02-15T08:00
Key Links
- Book referenced in this episode: Listen
Talking Points for True Communication with Clients [Episode 18] from 2019-02-01T08:00
Key Links
- Books referenced in the episode: Listen
Coaching Your Clients Off the Ledge [Episode 17] from 2019-01-18T08:00
The Perfect RIA hosts have a few action items for delicately dealing with clients during rough financial climates and circumstances.
[#1 Let Clients Frame the Con...
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5 Business Lessons Learned From Disney World [Episode 16] from 2019-01-04T08:00
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 Disney during their ti...
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Confessions of a Wholesaler [Episode 15] from 2018-12-21T08:00
The content of this episode is anchored in 3 necessary traits for effective financial advising. In addition, Michael provides action items for better financial pr...
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When, Why, and How to Fire a Client [Episode 14] from 2018-12-07T09:00
Let’s face it; sometimes partnerships sour. In all vocations, all industries, differences arise between individuals. And for something as valuable as the dynamic ...
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A Roadmap for a Value-Driven Financial Plan [Episode 13] from 2018-11-23T08:00
Key Links
- Episode 5: Listen
Realistic Ruminations on Broker-Dealers [Episode 12] from 2018-11-09T08:00
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 t...
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Coach Joe Lukacs Revisited [Episode 11] from 2018-10-26T07:00
Key Links
- Magellan MasterMind & Network: Listen
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10] from 2018-10-12T07:00
Key Links
- The financial advising program that Matt references: Listen
The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8] from 2018-09-14T07:00
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...
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Always Take the High Road [Episode 5] from 2018-08-10T07:00
Key Links
- Book Referenced by Matt and Micah: Selling t... Listen
The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3] from 2018-07-27T07:00
Key Links
Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2] from 2018-07-20T07:00
Key Links
- Athena Executive Services | We... Listen
What Metrics Should Matter To Your Practice? [Episode 1] from 2018-03-13T04:00
There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more.