Shows
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 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
HUM Curated PodcastsValue Beyond The Meeting [Episode 305] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Value Beyond The Meeting [Episode 305]Pub date: 2025-04-21Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance of cash flow conversations, and leveraging your...
2025-05-0125 min
The Perfect RIARanking Value Adds: Easy Wins and Game Changers [Episode 304]In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to complex - where it might require a few extra cups of coffee. They reveal how these reports can transform client comprehension from confused head-scratching to confident nods of approval. The conversation ventures through the often-neglected territory of survivor income planning, the delicate art of long-term care discussions, and the absolute necessity of keeping beneficiary information current. Th...
2025-04-1426 min
The Perfect RIAWhy Or When To Fire A Client [Episode 302]In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They challenge the very notion that advisors can simply "fire" clients, arguing instead that you must first earn that right through consistent value delivery. They explore the fascinating psychology behind client-advisor tensions, revealing how unmet expectations are at the root of most relationship breakdowns. "All disappointment," they remind us, "comes when expectations collide with reality." They offer a nuanced take on distinguishing between clients who question advice (healthy) versus those who consistently igno...
2025-03-3127 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 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 RIAThe Fees Are Only Up Because The Market Is Up… [Episode 297]In this episode of The Perfect RIA podcast, Matt and Micah tackle the ever-present elephant in the room: advisor fees and the true value behind those dollar signs. They discuss how clients, naturally protective of their hard-earned wealth, often wrestle with the age-old question: "What am I really getting for my money?" Matt and Micah advocate for advisors to own their worth confidently and stress that having a crystal-clear value proposition isn't just nice to have – it's as essential as coffee on a Monday morning. They make a compelling case against the industry's tendency to race to th...
2025-02-2425 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 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 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 RIAIs This The Grind?Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the illusion of progress and the pitfalls of comparison in our digital age. Jamie exposes the hidden costs of our attachment to electronic devices and the illusion of others cracking the code. She shares her personal success filters and introduces the game-changing CHER test, a powerful tool to cut through the noise and focus on what truly matters in the long run. Is This The Grind?
2024-10-1729 minHUM Curated PodcastsUnlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]Pub date: 2024-09-30Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn 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 i...
2024-10-0135 min
The Perfect RIAHire or Fire?In this episode of The Perfect RIA podcast, Jamie Shilanski dishes out some hard-earned wisdom from Shilanski and Associates about empowering team members and making smart hiring choices. Recognizing a critical role that needed to be filled, Jamie shared the mistakes made in the hiring process, leading to the wrong person being hired and causing disruptions in the organization. The takeaway? Be picky with your hires, set clear expectations, and don't be afraid to show problematic employees the door. Hire or Fire?
2024-09-2630 min
The Perfect RIAAnnuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]In this episode of the Perfect RIA podcast, Matthew is joined by Brian Smith, from Foundation Income Associates, an expert in annuities and insurance products. Brian and Matt explore the ins and outs of annuities, debunking myths and highlighting the importance of these often-misunderstood products in financial planning. They touch on the tax implications that can make even seasoned advisors scratch their heads, and stress the need to stay informed or risk becoming the cautionary tale at the next industry conference. They discuss the importance of understanding and utilizing annuities in financial planning, as well as the...
2024-09-2335 min
The Perfect RIAI Have No TimeIn this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsibilities. She emphasizes the critical importance of intentional time management and forward planning. Jamie also shares her nuanced strategy for conference attendance, which involves a thoughtful blend of in-person events and online courses, allowing for continuous learning while maintaining a presence at key industry gatherings. Recognizing the complexities of managing family obligations alongside career growth, Jamie offers practical advice for professionals. Perhaps most crucially, she underscores the importance of open, honest communication with spouses about career goals...
2024-09-1928 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 minHUM Curated PodcastsCrafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]Pub date: 2024-09-02Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn 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 fro...
2024-09-0227 min
The Perfect RIAThe Power of Personal Growth,Value Adds and Freedom in Your PracticeIn this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron also shares his personal journey to sobriety, sparking a discussion on industry challenges like addiction and work-life balance. Thursday's episode, led by Jamie, explores the transition from the growth stage to the freedom stage in an advisor's career. Key concepts include client selectivity, overcoming the "shopkeeper mentality," and implementing effective...
2024-08-2307 min
The Perfect RIASeamlessly Integrating Estate Planning and Building Client TrustIn this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussions without crossing legal boundaries. Financial advisors are encouraged to view estate planning as an essential component of any comprehensive financial plan. On Thursday, Jamie emphasized the importance of the "authority principle" in building client trust. This approach can be particularly valuable when...
2024-08-0905 minHUM Curated PodcastsAll Investment Management is Playing Office [Episode 267] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: All Investment Management is Playing Office [Episode 267]Pub date: 2024-07-29Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationMicah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the five-year rule and 5% distribution rule, which empower clients to act...
2024-08-0130 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
The Perfect RIAHow To Take A HitIn this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences with criticism, which led to this episode, and offers strategies for delivering and receiving constructive feedback. How To Take A Hit Resources in today's episode: - The Perfect RIA Podcast on Apple
2024-04-1835 min
The Perfect RIAYou Can't Say That!In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mindset as you, as well as be open to improvement and constructive criticism. You Can't Say That! Resources in today's episode: - Delivering Massive Value
2024-04-1126 min
The Perfect RIAValue Sledgehammer or Volume Sucker Punch? [Episode 233]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 their 1099 Value Add and its origin, they caution against overwhelming clients with information and the importance of starting small when implementing Value Adds. Matt and Micah provide practical advice on creating a systematic process, setting deadlines, and involving the team in the implementation of Value Add initiatives. They'll also discuss and advocate for proactive planning because putting in that work in advance allows advisors to choose...
2023-12-0427 min
The Perfect RIAProspect Objections, Consistency, and Effective MarketingOn 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 advisors. They stress that with client and prospect meetings, you want to approach them with curiosity and focus on delivering value and that effective communication outweighs technical skills. In the middle of the week, Evan Mayer of Fortuna Wealth and the For Advisors By Advisors podcast joined Matt to discuss the multifaceted aspects of financial advising. Evan shared his journey, highlighting the pivotal role of adding v...
2023-11-0310 minHUM Curated PodcastsMy Investments Are Bigger Than Yours [Episode 223] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: My Investments Are Bigger Than Yours [Episode 223]Pub date: 2023-09-25Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn 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 pitfalls of fixating too much on investments, a common trap that many advisors fall into, and assert that clients don't hire you for your investment expertise alo...
2023-10-0228 minHUM Curated PodcastsYou Thought It Would Be Easy…[Episode 218] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: You Thought It Would Be Easy…[Episode 218]Pub date: 2023-08-21Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationMatt 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 the significance of setting realistic expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They’ll share how they make sure to draw a...
2023-09-0131 minHUM Curated PodcastsTop 7 Things You Have To Stop Doing To Be Successful [Episode 213] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]Pub date: 2023-07-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization What do you need to pay the most attention to in order to grow, and have you considered the little things that you do that are stopping you from becoming successful? In today’s episode, Matt and Micah tackle 7 things you need to stop doing in order for you to get to that next level...
2023-08-0134 minHUM Curated PodcastsStacking The Odds In Your Favor [Episode 207] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Stacking The Odds In Your Favor [Episode 207]Pub date: 2023-06-05Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization Picture this: You have a new prospect meeting, they step into your office, you go to shake their hand and are met with yours, which feels as though it just came out of an ice bath. Do they now assume you are just a cold-hearted advisor or are you prepared for just about anything and address this with hum...
2023-06-2439 minHUM Curated PodcastsDo You Even Have Credibility? [Episode 202] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Do You Even Have Credibility? [Episode 202]Pub date: 2023-05-01Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization You know that with your clients, everything you do either helps or it hurts - everything counts! On today’s episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it’s more than likely a lack of credibility. But then what do you do? Top advisors are alw...
2023-05-0135 minHUM Curated Podcasts10X Your Practice By Going Old School [Episode 197] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: 10X Your Practice By Going Old School [Episode 197]Pub date: 2023-03-27Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization Do you assume that for someone successful that things just come easy to them, or do you realize that they’re likely putting in the reps? On today’s episode, Matt and Micah talk about how it’s easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Li...
2023-04-0329 min
The Perfect RIA10X Your Practice By Going Old School [Episode 197] Do you assume that for someone successful that things just come easy to them, or do you realize that they're likely putting in the reps? On today's episode, Matt and Micah talk about how it's easy to get distracted by new and shiny objects; however, by doing simple things…repeatedly, you can start to improve. Listen in as they share what you need to do to set yourself up for success and why you need to visualize your client meetings and positive outcomes. https://theperfectria.com/podcast/197 The Perfect RIA Nation Power Session - March 29, 2023...
2023-03-2729 min
The Perfect RIAMoving The Needle [Episode 196] How are you starting your day? Are you checking your email, commenting on others' social media posts, and ultimately being reactive, or are you planning your days weeks in advance and being proactive? On today's episode, Matt and Micah discuss different areas where advisors get caught playing office instead of doing the activities and work that are hyper-intentional and moving the needle. We all play office, but once you realize you're not focused, what are you doing to get back into the necessary space to keep you on your right path? https://theperfectria.com/podcast/196 ...
2023-03-2032 min
The Perfect RIA10X Your Practice [Episode 195] Do you have big aspirational goals? Elon Musk's goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones needed in order to get there, or do you think there's some silver bullet? On today's episode, Matt and Micah talk about how in order to hit your goals and 10x your practice, you need to actually be doing things to move that needle. That means the reps, the personal development, and choosing to do things differently than you've done before. The Perfect RIA Nation Power Session - March 29, 2023...
2023-03-1333 min
The Perfect RIALifestyle Is Worth Less Than Wirehouse [Episode 194] Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today's episode, Matt and Micah look at practice valuation and share the importance of looking at real numbers. If you're interested in selling your practice, you must pay close attention to actual numbers, not just what someone assumes is happening. But what if you have no interest in selling your practice? Listen in as Matt and Micah discuss why, no matter what, you need to look at your real data and pay attention to what...
2023-03-0630 minHUM Curated PodcastsWhat Is Too Much Value? [Episode 193] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: What Is Too Much Value? [Episode 193]Pub date: 2023-02-27Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization When you imagine value as a sledgehammer, does that seem positive or negative to you? On today’s episode, Matt and Micah talk through what it means to deliver value and how it can never be too much. However, it’s important to understand what is considered valuable and what isn’t (such as calling a client just to say ‘hi’...
2023-03-0129 minHUM Curated PodcastsWhat If You HAD To Double Your Productivity?!? [Episode 189] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: What If You HAD To Double Your Productivity?!? [Episode 189]Pub date: 2023-01-30Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWe 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 hours and choose to double productivity and crush the day. In this episode, Matt and Micah discuss their top recommendations for how you can improve your productivity. It’s eas...
2023-01-3128 min
The Perfect RIAThe Goal Of The Perfect RIA [Episode 188]Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was created to share that message and encourage advisors to be authentic and transparent. On today's episode, Matt and Micah discuss the mission of The Perfect RIA and the importance of surrounding yourself with others who aren't just there to pat you on the back. Listen in as they share how even through creating this weekly podcast, it forces them to be open a...
2023-01-2325 min
The Perfect RIAWhen Value Adds Go Wrong [Episode 180]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 incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well. Matt and Micah will share the sometimes embarrassing mistakes that they've made while creating and sharing value adds. They'll share not only their experiences with what went wrong...
2022-11-2824 minHUM Curated PodcastsHow To Communicate Your Value To Clients [Episode 172] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: How To Communicate Your Value To Clients [Episode 172]Pub date: 2022-10-03Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationEvery 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 trouble knowing what to say and how to add value to your meetings, this is the episode for you. Matthew and Micah jump in to share some...
2022-11-0132 min
The Perfect RIAWhat Is A Lifestyle Practice? [Episode 176]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 smaller period of time. As with anything at The Perfect RIA, you need to be hyper-intentional about this, especially your time. If you're at the office just to be there and you're not moving the needle for your clients, or working to up your game, then you're just playing office. Listen in as Matt, Micah, and Orion Matthews talk about how to be intentional about prospecting and personal development and why...
2022-10-3132 minHUM Curated PodcastsEVERYONE Charges A Premium Fee [Episode 161] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: EVERYONE Charges A Premium Fee [Episode 161]Pub date: 2022-07-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationCould 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 helping, what is hurting, and how to move past a sticky area that is holding you back. This is your chance to re-evaluate that head trash and finally take it out...
2022-08-0130 minHUM Curated PodcastsDoing What Works [Episode 155] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Doing What Works [Episode 155]Pub date: 2022-06-06Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationToday Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and what didn’t work. They also talk about the best ways to learn from the success of others in the field and where to be cautious when implementing changes. You can find show notes and mor...
2022-06-2827 minHUM Curated PodcastsStop Talking Yourself Out Of The Sale! [Episode 154] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Stop Talking Yourself Out Of The Sale! [Episode 154]Pub date: 2022-05-30Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIt'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 adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the...
2022-06-0120 min
The Perfect RIAYou Said What In A Client Meeting?! [Episode 152]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 environment – especially when it comes to meetings with clients where we aim to deliver massive value. This episode is full of visuals on the whiteboard so be sure to check out the video version of the podcast so you can get a better understanding of the concepts. You can find show notes and more information by clicking here: https://bit.ly/377pUP6
2022-05-1631 minHUM Curated PodcastsShow Me The Beef! [Episode 150] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Show Me The Beef! [Episode 150]Pub date: 2022-05-02Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAs 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. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings. You can find show no...
2022-05-0334 minHUM Curated PodcastsCan I Get A Discount? [Episode 143] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Can I Get A Discount? [Episode 143]Pub date: 2022-03-14Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAll 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 providing to your clients, it can be uncomfortable discussing your fees and articulating your fee structure. But if you downplay your fees or make excuses for them, you’re far mor...
2022-04-0130 minHUM Curated PodcastsAsking Questions That Matter For Estate Planning [Episode 137] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Asking Questions That Matter For Estate Planning [Episode 137]Pub date: 2022-01-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThis 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, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value ite...
2022-01-2838 minHUM Curated PodcastsBeing The Best [Episode 122] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Being The Best [Episode 122]Pub date: 2021-08-16Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationHard 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’re delivering massive value to your clients, what mindset do you have? In this episode, Micah and Matthew will be discussing the importance of believing that you truly are the best in the busine...
2021-08-2825 minHUM Curated PodcastsHow Do I Deliver Massive Value? [Episode 105] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: How Do I Deliver Massive Value? [Episode 105]Pub date: 2021-03-01Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIf 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 quarterly to make a difference, this episode is for you. Today Matt and Micah are talking about client meetings, how to ensure you are delivering massive value, and so much more...
2021-03-2530 minHUM Curated PodcastsWhy Is the Fee Conversation SO Hard!? [Episode 104] Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Why Is the Fee Conversation SO Hard!? [Episode 104]Pub date: 2021-02-15Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationListen: 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 playing that game. Instead, play the value game. You can find show notes and more information by clicking here: https://bit.ly/3pQmDriTh...
2021-02-2837 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 RIAInspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and AssistantKey Links Athena Executive Services | Website | Facebook Page --------------------------------------- In this installment of the Perfect RIA podcast, CEO and Founder of Athena Executive Services joins us in the studio and shares her wisdom on why hiring an executive assistant can and should be an enriching and ultimately game-changing decision in one's professional life. By giving clear-cut examples in her interview, Gina establishes the importance of "inspecting instead of expecting" results from your executive assistant. In brief, when an executive has done their due diligence and inspected adequately, then proper delegation of tasks is possible.
2018-07-2049 min