Shows
The Perfect RIADiscipline Equals… Money? [Episode 335]In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They explore how discipline leads to freedom and the importance of building a psychology of winning through small successes. The conversation emphasizes the necessity of practice, creating daily victories, and eliminating decision fatigue to enhance productivity. They also address the cost of lack of discipline and provide practical steps for listeners to improve their discipline and take actionable steps towards their goals. Discipline Equals… Money? [Episode 335] Resources in today's episode: - Micah Sh...
2025-11-1727 min
The Perfect RIAUnlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significance of due diligence, the role of matchmaking in finding the right buyer, and the value of professional representation in negotiations. Listeners gain insights into setting expectations and understanding the true worth of their practices in today's market. Unlocking the Secrets of Practice Valuation With...
2025-11-0327 min
The Perfect RIARevolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation highlights the importance of integrating AI tools into daily operations to enhance client relationships and improve outcomes. They also touch on the future of Jump AI and the growing trend of AI adoption among financial advisors. Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332] Resources...
2025-10-2728 min
The Perfect RIAThe Importance of Risk Management in Financial Planning With Justin SmithIn this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with clients. They emphasize the need for financial advisors to engage in discussions about life insurance, estate planning, and the significance of proactive client communication. The conversation covers strategies for overcoming the discomfort associated with these topics, the importance of visualizing insurance needs, and the necessity of annual reviews to ensure clients' policies remain relevant. Additionally, they highlight the role of pre-underwriting in securing the best insurance options for...
2025-10-2330 min
The Perfect RIADemolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve personal and professional growth. Art shares his experiences and insights on how to overcome self-doubt, the significance of commitment, and the role of coaching in demolishing comfort zones. The conversation emphasizes the need for continuous growth and the impact of comfort zones not only on individuals but also on those around them. Demolishing Comfort Zones: A Path to Growth With Art Turock Resources...
2025-10-2034 min
The Perfect RIAEncore Episode: Client Relationships And Connections With Guest David GowIn this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question. Encore Episode: Client Relationships And Connections With Guest David Gow Resources in today's episode: – Matt Jarvis: Website | LinkedIn – David Go...
2025-10-1724 min
The Perfect RIAThe Shift from Cash Flow to Wealth with John PooleIn this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of transitioning from a cash flow mindset to one focused on wealth creation, emphasizing the need for objective financial analysis and understanding the true value of a business. The conversation also covers the tax implications of M&A transactions, identifying weaknesses in financial practices, and the role of advisors in fostering business growth. John shares insights on how to prepare for M&A and the importance of accountability in...
2025-10-1630 min
The Perfect RIANavigating the Future of Financial Planning With Seth Streeter [Episode 330]In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore how advisors can deepen client relationships through understanding life transitions, the significance of inspired living, and the role of scale in providing comprehensive services. Seth emphasizes the shift towards a wisdom economy, where the focus is on meaningful connections and guiding clients towards fulfilling lives beyond just financial metrics. Navigating the Future of Financial Planning With Seth Streeter [Episode 330] Resources in today's episode: ...
2025-10-1325 min
The Perfect RIAEncore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty 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 Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He'll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor. Listen in as Matthew Daugherty discusses the steps that he takes, from bringing on a new team...
2025-10-1023 min
The Perfect RIANavigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials for a successful exit. The conversation also delves into common pitfalls in deal structures, financing strategies, and the realities of M&A reports, emphasizing the need for advisors to be well-informed and prepared in a competitive market. Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329] Resources...
2025-10-0630 min
The Perfect RIA100 Reasons Prospects Say No [Episode 326]In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the importance of integrity, setting expectations, and the need for advisors to track their data to improve their practices. The conversation also highlights the difference between handling objections and answering questions, advocating for a coaching mindset to foster trust and success in client relationships. 100 Reasons Prospects Say No [Episode 326] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
2025-09-1523 min
The Perfect RIAThe Importance of De-risking Your Practice With Ted JenkinIn this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, and the importance of de-risking practices. They explore the misconceptions around payouts, the risks associated with market fluctuations, and the necessity for advisors to understand their own financial planning and wealth gaps. The conversation emphasizes the value of selling practices and the potential for growth when leveraging talent effectively. Ted shares insights on how advisors can navigate their careers and make informed decisions about their practices. ...
2025-09-1128 min
The Perfect RIANavigating Oil & Gas Alternatives for High-Income Clients with Steve BlackwellIn this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares insights from his career shift after the 2008 financial crisis and explains how high-income earners can benefit from oil and gas through tax deductions and bonus depreciation. They discuss key risks, the importance of transparency, and why advisors must understand alternatives to better serve and retain clients. Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steve...
2025-08-2133 min
The Perfect RIANavigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtual assistants. They discuss the challenges posed by AI in the hiring process, the importance of training and onboarding, and how to build strong relationships with assistants. Julie shares insights on identifying red flags in candidates, preparing for turnover, and knowing when to part ways with an assistant. The conversation emphasizes the need for effective communication, trust, and the right talent to ensure success in the virtual assistance space. Navigating the New Age...
2025-08-1823 min
The Perfect RIAValuations in a Changing Market With Scott DiGiammarinoIn this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and client communications. They explore how historical market events can inform current practices, the importance of maintaining client relationships during turbulent times, and the evolving landscape of financial advisory practices. The conversation delves into the significance of talent in determining valuations, the necessity of developing the next generation of advisors, and the role of culture and environment in mergers and acquisitions. The episode concludes with insights on the due diligence process in M&A and the importance...
2025-08-1432 min
The Perfect RIAThe Power of Relationships in Wealth Management with Scott Danner [Episode 320]In this episode of the TPR podcast, Matthew Jarvis interviews Scott Danner, a seasoned financial advisor and author of 'Freedom Street.' They discuss Scott's journey in the financial advisory industry, emphasizing the importance of building relationships over transactions. Scott shares his life model, which focuses on love, impact, faith, and energy, and how it guides his professional and personal life. The conversation also explores the intersection of wealth and impact, highlighting the misconception that one must choose between financial success and making a difference. Finally, they address the importance of evaluating growth strategies, whether organic or through strategic...
2025-08-0435 min
The Perfect RIAThe Philosophy of Financial Planning with Peter Tiboris [Episode 319]In this episode Matthew Jarvis interviews Peter Tiboris, a successful financial advisor who has scaled his practice to over $3.2 billion in assets under management. They discuss Peter's journey from cold calling to professionalizing his management team, the importance of philosophy in financial planning, and how to build sustainable client relationships. Peter shares the significance of simplicity and transparency in investment approaches, and the ideal characteristics of advisors for growth. The conversation emphasizes the need for a strong organizational culture and the importance of focusing on client objectives rather than just returns. The Philosophy of Financial Planning with...
2025-07-2828 min
The Perfect RIAThe M&A Playbook for Financial Advisors with Ted JenkinIn this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore strategies for advisors to retain assets under management (AUM) by positioning themselves as essential partners in the M&A process. The conversation covers the nuances of business valuation, effective marketing strategies, negotiation tactics, and the significance of cultural fit in client relationships. Ted shares valuable insights on how advisors can add value to their practices and navigate the complexities of business sales, emphasizing the need for expertise and strategic partnerships.
2025-07-1728 min
The Perfect RIAProspecting That Works [Episode 317]In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of personal experience in financial advising and the need for advisors to believe in their value. Prospecting That Works [Episode 317] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
2025-07-1425 min
The Perfect RIAEncore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin In this encore episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations, including the oft-overlooked elements of culture, money management prowess, and brand equity. He also sheds light on the pivotal role of cash flow velocity and stock growth trajectories, elements that can make or break a potential sale. Whether you're a financial advisor contemplating...
2025-07-0426 min
The Perfect RIAFrom Business to Freedom With Jerome Myers [Episode 315]In this episode of the Perfect RIA Podcast, Matthew Jarvis and Jerome Myers delve into the complexities of business exits, exploring the psychological aspects of attachment styles and their impact on financial advisors. They discuss the inevitability of exiting a business, whether through selling, giving away, or closing it, and emphasize the importance of having a post-exit plan. Jerome introduces his concept of the 'Five Scars of Success,' which highlights the emotional and psychological challenges faced by entrepreneurs. The conversation underscores the need for advisors to understand their attachment styles and how these influence their business decisions and...
2025-06-3030 min
The Perfect RIAEncore episode - Why Don't I Have More Prospects?!?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 value, and more that really affect your prospect numbers. Matthew and Micah share specifically how they 'put in reps' and how that, along with not playing office and other important aspects, has allowed them to develop a solid flow of prospects. Listen in to hear about how important it is to be diligent with your time and ensure you're using it to build and not stagnate. Matthew and Micah give examples of...
2025-06-2720 min
The Perfect RIAUnlocking Value in M&A Transactions With Steven Jarvis [Episode 314]In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and acquisitions (M&A) deals. They discuss the importance of accurate financial reporting, the nuances of EBITDA, and the potential red flags that can arise during the due diligence process. Steven emphasizes the need for financial advisors to maintain clean books and be transparent about their financials, as this can significantly impact the valuation of their practice during a sale. The conversation also touches on the buyer's perspective, the consequences of misleading information, and...
2025-06-2329 min
The Perfect RIAEncore Episode: You Said What In A Client Meeting?!One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment especially when it comes to meetings with clients where we aim to deliver massive value. You will hear about the importance of the words you use in meetings as well as what you should be doing to avoid miscommunication with clients. Matthew and Micah also share tips on how to set expectations in ways that are clear and making way for success. They share detailed examples and insight into h...
2025-06-2030 min
The Perfect RIANavigating the New Era of Financial Advisory With Peter VelardiIn this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They explore the shift from traditional independent practices to a more consolidated model, emphasizing the importance of understanding the true value of financial practices and the necessity of risk management. The conversation highlights the current market dynamics, the need for advisors to adapt to changing conditions, and the importance of seeking professional guidance in navigating these complexities. Navigating the New Era of Financial Advisory With Peter Velardi
2025-06-1229 min
The Perfect RIANavigating The M&A Landscape With Jessica Polito [Episode 310]In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory space. They discuss the current trends in M&A, the importance of understanding deal terms, and the emotional journey of selling a business. The conversation highlights the significance of context in business valuation, the challenges of succession planning, and the need for advisors to be proactive in their approach to potential buyers. Listeners are encouraged to maintain transparency and best practices in their business operations, regardless of their plans to sell. ...
2025-05-2628 min
The Perfect RIAThe Art of Taking Time Off [Episode 309]In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five common mistakes advisors make when planning time off, including not setting expectations, failing to communicate effectively, and neglecting to have an emergency plan. The discussion also highlights the value of having a structured approach to client meetings and the necessity of creating a checklist for time away from the office. Ultimately, they stress the importance of balancing work and personal life to enhance overall effectiveness and satisfaction. The...
2025-05-1927 min
The Perfect RIABonus Episode: The Numbers Behind Financial SuccessMatthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice valuation and sales. They explore common misconceptions among advisors regarding their knowledge of financial metrics, the impact of market growth on practice valuation, and the challenges faced by generational transitions in the industry. The conversation highlights the need for advisors to be well-informed about their business details to avoid pitfalls during practice sales and to ensure successful equity events. The Numbers Behind Financial Success Resources in today's episode: - Matt Jarvis: Website | L...
2025-05-1525 min
The Perfect RIAThe Hard Truths of Success [Episode 307]In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving success. They explore the hard truths behind success, the necessity of practice, and the value of networking. The conversation also highlights the significance of continuous learning, measuring success through key metrics, and living intentionally to balance work and family life. The episode concludes with actionable items for growth and accountability. The Hard Truths of Success [Episode 307] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
2025-05-0528 min
The Perfect RIAAnnuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the importance of streamlined licensing and paperwork. The conversation also highlights the ongoing support provided to advisors and the common challenges they face in the annuity process. Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] Resources in today's episode: - Matt Jarvis...
2025-04-2829 min
The Perfect RIASelling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarinoIn this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to unprecedented heights—often doubling previous appraisals. They dive into the minds of today's buyers, revealing that the landscape is dominated by private equity firms operating as either integrators or aggregators, each with distinct approaches to acquisitions. Contrary to popular belief, many advisors selling practices aren't ready for retirement rocking chairs. Instead, they're often younger professionals seeking new opportunities while remaining involved post-sale—a critical factor for both the advisor's peace of mind and the buyer's return on i...
2025-04-1732 min
The Perfect RIAThe S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts through the complexity of S-Corp structures and tax planning, offering practical wisdom for professionals looking to optimize their financial approach. Catherine brings her expertise to the forefront, challenging traditional thinking about retirement planning and business investment. The discussion reveals how financial advisors can make more strategic decisions about compensation, business structure, and tax optimization. Rather than following conventional wisdom, they explore how reinvesting in one's business can potentially create...
2025-04-0725 min
The Perfect RIABookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice. The conversation reveals the psychological tug-of-war many advisors experience—feeling they should handle their own books while simultaneously drowning in tasks that pull them away from revenue-generating activities. Duff expertly dismantles common objections around security concerns and the "I can do it myself" mentality that keeps advisors chained to...
2025-03-2429 min
The Perfect RIAThe 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250 million before joining Modera is nothing short of inspirational. Jenny shares wisdom that goes beyond numbers, revealing how meaningful connections shaped her success story. She unpacks the secret of effective succession planning (hint: it's not just about retirement) and why creating the right firm culture can make or break your practice. Jenny offers refreshing insights on why women advisors bring distinctive strengths to the table that boost bottom lines and how finding your niche can transform...
2025-03-1728 min
The Perfect RIAExit Strategy Excellence: Building a Practice Worth Buying With Guest Ted JenkinIn this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the financial advisory industry. They expose the gap between self-proclaimed M&A "experts" and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a mediocre deal into a goldmine—and why having a professional negotiator in your corner might be the best investment you'll ever make. They tackle the uncomfortable truth that many advisors don't actually know their practice's real revenue numbers (hint: it's probably not what you think).
2025-03-1329 min
The Perfect RIAYou're Not Taylor Swift [Episode 299]In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterheads need it. The duo dives into the ecosystem of advisory practices (spoiler alert: not all are created equal) and unpacks the sometimes brutal realities of mergers and acquisitions. Whether your practice is a boutique operation or an industry behemoth, Micah and Matthew insist there's always something to learn from your peers—even if that something is "what not to do." They warn against the "know-it-all" syndrome that plagues many successful advisors and explain wh...
2025-03-1022 min
The Perfect RIAThe Broken Dealer's Guide to Independence (And When to Stay Put)Summary: In this week's Follow Up Friday, Amber Kuhn highlights one advisor's journey going independent. On Monday, Matthew Jarvis welcomed Carmine Corino, CEO of Cornerstone Planning Group and author of the Amazon bestseller "Broken Dealer." Their conversation dove deep into the complexities of transitioning from traditional broker-dealer channels to independence in the financial advisory world. The discussion offered crucial insights for advisors contemplating independence and an inquiry that can serve as a compass for advisors evaluating their current situation, regardless of their channel. Resources in today's episode: - Episode Website - The R...
2025-03-0705 min
The Perfect RIAThe Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]Summary: Ever wonder what happens when a seasoned financial advisor finally breaks free from the broker-dealer world? In this episode of the Perfect RIA podcast, Matthew Jarvis interviews Carmine Corino, author of 'Broken Dealer' and CEO of Cornerstone Planning Group. Carmine shares his compelling transition from the broker-dealer world to founding his own RIA, offering a candid look at the challenges and revelations that shaped his journey. The conversation reveals how a 21-year career path, culminating in an enlightening 19-day safari with his family, led Carmine to reassess his professional relationships and ultimately choose independence. T...
2025-03-0328 min
The Perfect RIAFrom Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial advisors' ambitious plans fall short and reveal the key elements that transform good intentions into tangible results. They unpack the four essential pillars of goal achievement: clarity, confidence, courage, and consistency, and share insights on how sustainable success comes from deliberate, incremental progress rather than dramatic overhauls. Kristin introduces her innovative Friday ritual – a practical reflection and planning practice that's helped countless advisors stay on...
2025-02-1731 min
The Perfect RIAWhy Two Advisors Decided to Spill Their SecretsIn this week's Follow Up Friday, Amber Kuhn highlights the origin story of why Matthew Jarvis and Micah Shilanski started The Perfect RIA. Matt and Micah revealed how the landscape of financial advising was once shrouded in mystery, with successful advisors keeping their strategies close to the chest, and they found themselves navigating through well-meaning but often theoretical advice from people who hadn't actually implemented what they were preaching. After years of trial and error, they discovered that their unconventional approach to running their practices, though criticized by industry standards, was working exceptionally well. Their commitment to...
2025-02-1406 min
The Perfect RIABeyond the BS: What Actually Works in Financial Planning [Episode 295 ]In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors everywhere dive into their new year planning, these seasoned pros share what actually drives success in financial planning – and it's not what most Instagram gurus would have you believe. They tackle the real challenges of entrepreneurship in financial services, offering insights that go beyond the typical "top ten tips" you'll find in industry publications. They explore how they've transformed their practices from standard portfolio management shops into businesses that deliver meaningful, life-changing value to clients. ...
2025-02-1029 min
The Perfect RIAA Trust Will Solve All My Problems… [Episode 294]In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mistakenly consider estate planning a simple checkbox task when it actually requires ongoing attention and care. They share invaluable insights from their years of experience, emphasizing that successful financial advisors must actively guide their clients through each step of the estate planning journey. Drawing from their own practices, Matt and Micah discuss the delicate art of managing client expectations, particularly when dealing with complex trust arrangements. They stress the power of personal storytelling, encouraging...
2025-02-0324 min
The Perfect RIABeyond the Numbers: The Human Side of RetiringIn this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirement Stepping Stones." The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony's approach to retirement planning. This devastating experience led Tony to revolutionize his approach to retirement planning where he discovered a critical gap. While financial readiness is essential, it's just one piece of the retirement puzzle. Resources in today's episode: - Episode Website - The Hidden Crisis in Retirement: Finding Purpose After...
2025-01-3106 min
The Perfect RIAThe Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. Sharing the heart-wrenching story of his mother's struggle with mental health after retiring, Tony reveals how this experience transformed his approach to financial advising. He discovered that while managing money is crucial, helping clients discover their post-retirement purpose and legacy is equally vital for their wellbeing. Drawing from his experiences and insights, Tony has developed comprehensive resources including his groundbreaking book, "Retirement Stepping Stones," which offers both advisors and clients practical strategies...
2025-01-2729 min
The Perfect RIAYes, There is One Silver Bullet [Episode 288]In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy of overnight miracles and magical quick fixes. This episode is a no-nonsense dive into the unglamorous—but absolutely essential—reality of building a thriving practice. Spoiler alert: There's no silver bullet waiting to transform your business overnight. Those shiny logo packages, sparkling new websites, and expensive consultants? They're not your golden ticket. The episode challenges financial advisors to stop looking for shortcuts and start inve...
2024-12-2320 min
The Perfect RIAThe Role of History in Financial Advising With Guest Mark Higgins [Episode 287]In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a treasure trove of knowledge, unpacking how understanding the financial past can be your crystal ball for navigating today's economic maze. From the intricate web of national debt to the future of entitlements, the conversation peels back layers of economic complexity that most advisors never explore. Listen in to discover how historical perspective can be your most powerful investment strategy because in the world of finance, those who understand the past are...
2024-12-1629 min
The Perfect RIAPricing Your Worth and a Guide to Year-End PlanningIn this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX to explore the often-overlooked art of billing and fee collection. They revealed that many advisors underestimate their value, leaving money on the table through inconsistent billing practices and fear of raising fees. On Thursday, Jamie recommended taking a strategic approach to year-end business planning. She introduced the "3 Ps" client evaluation method: assessing clients' personability, productivity, and profitability. Jamie broke down essential metrics for financial practices, including pipeline analysis, client account sizes, and...
2024-12-1306 min
The Perfect RIAFee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]In financial advising, leaving money on the table isn't just a rookie mistake—it's a potential career killer. Matthew Jarvis and Lacey Shrum from Smart KX dive deep into the treacherous waters of advisor fee billing, exposing the hidden pitfalls that can sink even the most well-intentioned financial professionals. Imagine this: an advisor ends up behind bars, not for financial fraud, but for a simple Excel billing error. It sounds like a cautionary tale, but it's a real-world warning about the dangers of manual fee calculations. The episode reveals how seemingly innocuous billing practices can lead to si...
2024-12-0933 min
The Perfect RIAMastering the Art of Delegation with BELAY's Lisa Seal [Episdoe 283]In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and efficiency. The discussion explores the unique needs of financial advisors when hiring virtual assistants, offering practical tips for effective delegation and the importance of empowering team members. Lisa encourages viewing delegation as an opportunity for growth and emphasizes the significance of understanding the value of one's time. The conversation also addresses the challenges in delegation, managing turnover, and the crucial importance of documenting processes to ensure seamless transitions, highlighting that mistakes are inevitable, but...
2024-11-1830 min
The Perfect RIAEducation, Independence, and Growth with Guest Ryan Morrissey [Episode 282]From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Matthew Jarvis, Ryan opens up about weathering the 2008 financial storm and making the calculated leap to launch his own RIA. Who says you need a traditional marketing playbook? Ryan reveals how teaching classes and seminars became his secret weapon for client acquisition. He breaks down the productivity-boosting power of Surge meetings, shares his approach to streamlining investment management, and explains how retirement guardrails help clients navigate their spending without losing sleep. Ryan also...
2024-11-1124 min
The Perfect RIAThe Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Together, they unpack the complex and often controversial topic of Bitcoin and its potential impact on financial advisors. The conversation heats up as Matt's skepticism collides with Isaiah's enthusiasm for Bitcoin's possibilities. Is it a revolutionary financial tool or an overhyped digital asset? They explore Bitcoin's various roles - from a store of value to a medium of exchange - and its potential to shake up the financial sector...
2024-10-2851 min
The Perfect RIAFrom Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]In this conversation, Matthew Jarvis and Matt Delzingaro, from Coffee with Delzi and Brighthouse Financial challenge conventional wisdom and urge advisors to rethink their relationships with wholesalers and demand more than just product information. They shine a light on the often-overlooked power of intentionality, revealing how a well-structured day can significantly boost productivity and practice growth. Matt and Delzi don't shy away from addressing the elephant in the room: complacency. They explore how even advisors with large client bases might be missing opportunities for growth. From Good to Great: Challenging the Status Quo in Financial...
2024-10-0729 min
The Perfect RIAUnlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field. Andree emphasizes the critical importance of strategic planning, urging advisors to dedicate a full 30% of their time to activities that propel them toward their goals. She shares insider tips on guarding your precious...
2024-09-3035 min
The Perfect RIADollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]In this episode of The Perfect RIA podcast, Matthew Jarvis and Duff Tucker, Account Services Manager for Belay, discuss the often-overlooked world of bookkeeping for small businesses. Their conversation sheds light on common misconceptions and the genuine value of professional bookkeeping services. Duff emphasizes the importance of business owners focusing on their core competencies while entrusting financial record-keeping to experts. The conversation covers a range of topics, from the time and mental energy saved by hiring a bookkeeper to the crucial role of accurate financial reporting in business management and growth. Matt and Duff also explore how...
2024-09-1627 min
The Perfect RIACrafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory! Dan walks through the "Experience Economy," revealing how advisors can transform their practices from mere service providers to architects of memorable client experiences. The industry is rapidly shifting from a product focus to an experience focus, and Dan emphasizes that modern financial planning should revolve around clients' goals and values rather than just charts and numbers.
2024-09-0227 min
The Perfect RIAThe Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and loyalty. But Aaron's story goes beyond financial strategies. In a candid and inspiring segment, he opens up about his personal triumph over addiction, illustrating the profound impact that personal growth can have on a financial advisor's career trajectory. This raw and honest discussion serves as a testament to the importance of...
2024-08-1931 min
The Perfect RIAStreamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discuss how Wealth.com's cutting-edge technology is simplifying the complex world of estate planning, making it more accessible and efficient for both advisors and clients. Throughout the conversation, you'll hear inspiring accounts of financial advisors who have successfully integrated estate planning into their services, e...
2024-08-0525 min
The Perfect RIADodging IRA Disasters and Fostering Team SynergyIn this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on communication strategies for financial advisors. She highlighted the importance of delegating tasks effectively, prioritizing high-value activities, and establishing clear communication policies within a practice. Jamie emphasized creating an environment where team members can comfortably follow up on tasks and the need for regular team meetings...
2024-07-2608 min
The Perfect RIAIntentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe for disaster, and how to avoid these self-dealing traps. You'll also gain insights into transforming your practice through proactive and intentional tax planning strategies that set you apart from the competition. Don't let tax complexities derail your clients' financial future. Intentional...
2024-07-2228 min
The Perfect RIAUnderstanding Annuities and the Characteristics of Successful LeadersIn this Follow-up Friday episode, host Amber recaps key takeaways from this week's episodes. Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating how expert leadership can enhance both client satisfaction and advisor success. The episode then explores the universal traits of successful individuals, as discussed by Jamie. She emphasizes the importance of optimism, resilience, and strategic goal-setting for financial advisors. Jamie also highlighted the role of constructive criticism in leadership a...
2024-07-1906 min
The Perfect RIAThe Annuity Conversation with Guest Tracy Lownsberry [Episode 265]Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements. Throughout the discussion, Tracy highlights critical strategies for advisors: setting realistic client expectations when incorporating annuities into wealth plans, carefully selecting reputable carriers to ensure long-term financial security, and considering partnerships with insurance specialists to provide comprehensive solutions. Tracy encourages financial advisors to broaden their perspective on annuities, positioning them as valuable...
2024-07-1526 min
The Perfect RIAThe Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]Imagine having your faith in the financial system shaken to the core by a devious Ponzi scheme. For Kevin Thompson, this devastating reality wasn't just a wake-up call – it was a defining moment that reshaped his entire approach to serving clients as a financial advisor. In this episode, Matthew Jarvis sits down with Kevin to unpack the hard-won lessons from his traumatic experience. Kevin pulls back the curtain on the dangers that lurk in the shadowy corners of the industry and the red flags every investor must heed. Kevin's story is a testament to the po...
2024-07-0130 min
The Perfect RIAMoving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios. Saganey's profound insights shed light on the necessity for advisors to evolve and ascend the complexity curve, equipping themselves with a comprehensive arsenal of expertise. He emphasizes the critical role of having a clear vision and a team of collaborators who collectively possess a vast array of specialized knowledge. The conversation also highlights the paramount importance of continuous learning and insatiable curiosity—the...
2024-06-1728 min
The Perfect RIAAccelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations, including the oft-overlooked elements of culture, money management prowess, and brand equity. He also sheds light on the pivotal role of cash flow velocity and stock growth trajectories, elements that can make or break a potential sale. Whether you're a financial advisor contemplating an...
2024-06-1027 min
The Perfect RIADecoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]Matthew Jarvis is joined by Steven Jarvis, CPA, from Retirement Tax Servies to lift the veil on the challenges financial advisors face when seeking referrals from CPAs – a pivotal Center of Influence (COI). This episode is a candid exploration of the risks and hurdles CPAs grapple with before referring clients to financial advisors, including the potential downsides and the pressing need to understand the true value advisors bring to the table. They also dive into the art of building relationships with CPAs, offering game-changing strategies like paying for their time to thoroughly grasp your services and ideal cl...
2024-06-0330 min
The Perfect RIAWhat Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]Craving a six-pack of clients? In this power-packed episode, experts Matt and Micah reveal the jaw-dropping parallels between sculpting a shredded midsection and mastering the art of prospecting for financial advisors. They're shattering myths and demolishing excuses, proving that intentional, gut-busting work is the only path to prospecting prowess. Discover how hyper-focused tracking, strategic time investment, and an unshakable commitment can transform your prospecting game from flab to fab. Whether you're a newbie or a seasoned pro, this episode is a genuine game-changer packed with real-world wisdom from the trenches of prospecting. Stop wishing for an endless...
2024-05-2730 min
The Perfect RIARecruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing team. They dive into the art of hiring and share invaluable strategies to attract top talent and create a powerhouse advisory firm. Hiring the right people is a game-changer, but it's easier said than done. Claire and Matthew break down the hiring process, emphasizing the importance of aligning compensation structures with your practice's unique needs. They also explore the immense value an executive assistant can bring to your team. In today's competitive jo...
2024-05-2030 min
The Perfect RIAHow Investments Work With Your Clients [Episode 255]Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive planning for financial advisors. Step away from the typical investment-centered mindset and learn why prioritizing cash flow, risk management, taxes, and income should take the lead. Discover how effective communication can shift the focus from investments to holistic financial wellness. In this engaging discussion, Jarvis and Shilanski shed light on the pitfalls of fixating solely on investment details and the power of messaging in shaping client perceptions. Explore strategies to align investments with clients...
2024-05-0629 min
Retirement Tax Services PodcastYes, we're brothers with Matthew JarvisSummary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share first-hand experiences with helping clients excel and give multiple opportunities to learn more, do more and all around elevate your tax planning game. https://zurl.co/5z1D
2024-04-1529 min
The Perfect RIAClient Relationships And Connections With Guest David Gow [Episode 249]In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question. Client Relationships And Connections With Guest David Gow [Episode 249] Resources in today's episode: - The Complexity Curve with Guest...
2024-03-2525 min
The Perfect RIACreating a Prospect Process that Works with Guest John Barron [Episode 242]In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for prospective clients. John emphasizes the need to differentiate yourself from competitors and educate clients about the unique value you provide. By guiding clients through a safe and pressure-free process, Financial Advisors can build trust and help clients make decisions that align with their values and goals. Creating a Prospect Process that Works with Guest John Barron Resources in today's episode: - Matt Jarvis: Website | LinkedIn - John Barron: LinkedIn | Website
2024-02-0530 min
The Perfect RIATax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]In this podcast episode, Matt is joined by Steven Jarvis from Retirement Tax Services (RTS) to discuss a commonly misunderstood tax strategy and how you can add value to your clients through tax planning. Through talking about a critical tax strategy involving backdoor Roth contributions, they stress the importance of correctly reporting on tax returns and highlight common mistakes, such as errors in the 8606 form and issues when clients change tax preparers. The conversation explores pitfalls in the backdoor Roth process and the need for a proactive advisor. Steven also warns against relying solely on software tools a...
2024-01-2229 min
The Perfect RIAVirtual Assistants: Maximizing Marketing Momentum with Guest Amy AppletonIn this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assistants to enhance their marketing efforts. Amy shares her experience of using virtual assistants for marketing at Belay and provides practical tips for advisors. The conversation covers topics such as content repurposing, podcast management, tracking and reporting, networking, and more. Amy emphasizes the importance of consistency in marketing and the value of having a support team to handle various marketing tasks. Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
2024-01-1024 min
The Perfect RIACoaching High Achievers with Guest Rhonda FarrIn this episode, Matthew Jarvis interviews Rhonda Farr, a coach specializing in working with high-achieving men. They discuss the need for coaching, especially for successful individuals who may struggle in other areas of their lives. Rhonda explains that coaching provides a sounding board and helps identify blind spots. They also explore the challenges that high achievers face in personal relationships and how to navigate those challenges. Rhonda shares practical tips for being curious and creating awareness in order to improve relationships. Coaching High Achievers with Guest Rhonda Farr
2024-01-0326 min
The Perfect RIABecoming An Inclusive Leader with Guest Kameka McLeanIn this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and inclusion in the workplace. Kameka shares her personal journey in HR and emphasizes the need for organizations to align their goals and principles with the protective characteristics outlined in the law. She highlights the benefits of investing in employee development and creating an inclusive culture. Kameka also discusses the challenges and misconceptions surrounding diversity and offers advice on how to create a welcoming environment for all individuals. She emphasizes the importance of supporting mental well-being and provides...
2023-12-2730 min
The Perfect RIAThe Power of Coaching With Guest Scott RusnakMatthew 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 his approach to selecting the right coach, focusing on backgrounds, client referrals, and the ability to emulate success. Matt and Scott further explore the dynamics between a coach and a client, shedding light on the "delegate and elevate" checklist as a crucial onboarding tool. Scott also discusses his intentional approach to relationships and as a guiding principle for achieving both personal and professional fulfillment. The Power of Coaching W...
2023-12-0627 min
The Perfect RIAThe Power of Working in Themes with Guest Libby GreiweMatthew Jarvis welcomes Libby Greiwe from The Efficient Advisor to share her wealth of knowledge drawn from successfully managing a million-dollar practice while working just 24 hours a week. Libby emphasizes the importance of deepening client relationships through themed financial planning, continuous client education, and value-added services. Discover how focusing on themes can revolutionize your practice, making it more engaging, educational, and, ultimately, more successful. Tune in to explore the art of providing exceptional value and building a thriving advisory community. https://bit.ly/45I0Reo
2023-09-2018 min
The Perfect RIACutting Through the Noise With Guest Matt HalloranIn 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 - the only marketing that truly resonates in today's world. Matt Halloran emphasizes the shift from selling to connecting and that you must build influence that compels people to want to buy, and to do that, you must embrace your authentic self. Authenticity not only avoids burnout but also solidifies your place within your industry. In a world of information overload, regurgitating generic content is just noise, so...
2023-08-3022 min
The Perfect RIAMaking Taxes Easy with Guest Steven Jarvis When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How about instead, you simplify something that is complex and, in turn, empower your clients to take action? In today's episode, Matt is joined by Steven Jarvis from Retirement Tax Services to discuss why you need to focus on certain areas of tax planning and why explaining tax strategies as simple as possible and being proactive leads to a better understanding and a higher level of trust. https://bit.ly/42tNagP
2023-06-2125 min
The Perfect RIAWhat Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you're doing tax planning!). Listen in as they talk about how working with your client's tax preparer and educating yourself will only help further deliver value to your clients. http://bit.ly/3ZFQvsE
2023-03-2234 min
The Perfect RIAWhat Works Wednesday - Small Business Planning With Steven Jarvis, CPAWhen discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they're solving for? Micah is joined on this What Works Wednesday by Steven Jarvis from Retirement Tax Services to talk about planning with small businesses. They'll discuss some of the myths surrounding LLCs and why you need to be able to explain to your clients how an LLC works. Micah and Steven will discuss why you want to be involved before your client makes a decision on their business structure and ways that you can help your clients...
2022-12-1431 min
The Perfect RIAWhat Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew DaughertyIf 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 Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He'll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor. Listen in as Matthew Daugherty discusses the steps that he takes, from bringing on a new team...
2022-11-3023 min
The Perfect RIATPR Live Event Recap [Episode 178]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 recent TPR live event in this episode. They share how putting together this event takes a lot of time and energy, and yes… head trash! And how they overcome this. Listen in as the guys discuss the practice analyzer and how, by breaking down the number, you can start to truly see where your time is being spent. They'll also discuss why you need to know which tasks are and aren't pl...
2022-11-1420 min
The Perfect RIAA Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]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 their respective offices. This is something that many people ask about, so grab your notes and listen in to hear how and why they differ in some key surge procedures and processes. You can find show notes and more information by clicking here: https://bit.ly/3Qbot3p
2022-08-1529 min
The Perfect RIAWhat Works Wednesday with Guests Steven Jarvis and Leila ShaverAs 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 financial planning process. So, what advice can we give without crossing any lines—while still providing the most value to our clients? Steven Jarvis, CPA, and Leila Shaver, attorney, join Micah on this episode to discuss what is okay (and what is not okay) to converse about with your clients. You can find show notes and more information by clicking here: https://bit.ly/3oAKEDX
2022-08-1031 minThe Perfect RIAReading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always FailsMatthew shares how to get clients through networking. https://bit.ly/39mnJrz
2022-05-2507 min
The Perfect RIATax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]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. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better, more mutually-beneficial relationship with them. You can find show notes and more information by clicking here: https://bit.ly/36BhKxw
2022-04-0428 min
The Perfect RIAReading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew JarvisBreaking down why you shouldn't follow the classic (bad) advice about elevator pitches. https://bit.ly/3oYjzKq
2021-12-0110 min
The Perfect RIAReading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew JarvisLearn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF
2021-11-2410 min
The Perfect RIAReading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew JarvisHear a snippet from Matthew's book, Delivering Massive Value. https://bit.ly/3jZG2oX
2021-11-1009 min
The Perfect RIAReading Time with Jarvis - The Bet by Paul SabinGet key takeaways from one of Matthew's favorite books. https://bit.ly/2ZbXdwk
2021-10-2707 min
The Perfect RIAReading Time with Jarvis - Delivering Massive Value - Chapter 9Highlighting key insights from Matthew's book. https://bit.ly/3AcNJ0p
2021-10-1305 min
The Perfect RIAWhen Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]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 episode, the guys will be unpacking how this impacted Matt and his future, as well as what you can do to actually improve your practice rather than just play office. You can find show notes and more information by clicking here: https://bit.ly/2EFN9kQ
2020-09-2126 min
The Perfect RIAAccount Minimums as a Metric for Finding Ideal ClientsEvery advisor doesn't necessarily need to establish a clear-cut account minimum for their clients. In fact, Micah Shilanski doesn't have one in his practice. He has a system of fees in place which function in a very similar way. But for those who do establish account minimums, like Matthew Jarvis, this all-important number will guarantee, at the very least, the growth of your practice. To ensure that you practice what Matt and Micah consider to be one of the most important facets of the industry, they provide some great advice on the topic through these...
2019-03-1527 min
The Perfect RIAConfessions of a WholesalerThe content of this episode is anchored in 3 necessary traits for effective financial advising. In addition, Michael provides action items for better financial practices. ----- Key Links Ken Gau and Tom Unger's Program: The Academy of Preferred Financial Advisors -----According to both Matthew Jarvis and our guest, very accomplished wholesaler Michael Appleby, the most successful advisors have these 3 traits: [Focus] Successful advisors have the concentration to take their practice to the next level. They have garnered enough concentration to understand who their ideal client is (i.e. pursuing...
2018-12-2136 min
The Perfect RIADon't Underestimate Simplicity: Matthew Jarvis on Streamlining Your PracticeKey Links The 'Sleep On It' Jarvis Financial Process Carl Richards Book on the One-Page Financial Plan -------------------- Most financial planners thrive on helping people. In addition to having an affinity for numbers, many CFP's share in common the desire to take in an innumerable amount of clients as a means for bringing more reassurance and financial security to the biggest pool of people as possible. Unfortunately though, there is only a finite amount of clients that one can possibly meet with. In addition, clients also have to bring in enough capital to sustain the...
2018-09-2859 min
The Perfect RIAThe Pitfalls of Busyness: How to Alter Your Shopkeeper MentalityTo start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to illustrate the often erroneous assumption that many business owners make about the amount of time they should devote per day to their practice. Workdays start to become these open-to-close events that are very quantity-over-quality phenomenons. Instead, there is an incessant need to optimize days like a visionary or CEO would; doing things efficiently will ultimately transcend the quantity of hours spent. Micah also points out that having a shopkeeper mentality doesn't make much sense...
2018-09-1425 min
The Perfect RIAThe Art of Prospecting & Time-BlockingKey links Episode 2 (featuring Gina Cotner) of The Perfect RIA Gina Cotner's website for virtual assistants: Athena Executive Services The financial advising program that Matt was enrolled in: Academy of Preferred Advisors The two books referenced in this episode: The Tipping Point by Malcolm Gladwell & The 4-Hour Workweek by Timothy Ferriss Matthew Jarvis's prospecting process -------------------- If you are currently successful, so-so, struggling, in a down quarter, thinking about quitting or unsure of where to turn regarding your practice, Matthew Jarvis has some valuable advice to give. In this episode, he explains to fellow advisor...
2018-09-0352 min
The Perfect RIAAlways Take the High RoadKey Links Book Referenced by Matt and Micah: Selling the Invisible ---------- "It takes 20 years to build a reputation and five minutes to ruin it." This quote from Warren Buffet frames the whole episode. And by using this as a tool for showing just how important reputation can be, hosts Matthew Jarvis and Micah Shilanski chronicle the instances in their lives where reputation has generated large ripples in one way or another. Be it, a firm tarnishes their own reputation because of charging money for "services rendered," even though the "services"...
2018-08-1033 min
The Perfect RIAThe Legitimate Limitations of Speaking Financese and Legalese to ClientsKey Links Carl Richard's Website Malcolm Gladwell book which profiles Tom Gau: The Tipping Point --------------------------------------- During the episode, host Matthew Jarvis supplies us with nine crucial rules to follow regardless of if you are an advisor, CPA, actuary, or if you are just concerned with imparting understanding and reassurance in the minds of clients. These nine rules range from the necessity of practice to the headache-inducing method of trying to shrink a whole financial plan onto a single page. Using the metaphor of speaking a foreign language to someone who doesn't know...
2018-07-2737 min