The Perfect RIA

De: Matthew Jarvis CFP® & Micah Shilanski CFP®
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  • Resumen

  • Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
    2024 by The Perfect RIA. All rights reserved.
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Economía Finanzas Personales Política y Gobierno
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Episodios
  • Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]

    Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
    Apr 28 2025

    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: LinkedIn | Website
    - Brian Smith - LinkedIn | Website
    - William Wade - LinkedIn | Website
    - theperfectria.com/fia
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    30 m
  • Relationship Currency: Converting Cash Flow Conversations into Client Loyalty

    Relationship Currency: Converting Cash Flow Conversations into Client Loyalty
    Apr 25 2025

    In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth.

    On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments when clients recognize your impact. Those testimonials become psychological lifelines during those inevitable days when you question your contributions. Micah shared a powerful dinner conversation where a client confessed they couldn't have survived life's darkest moments without him a reminder that what feels like everyday work to you can be profoundly transformative for clients. The conversation flowed into cashflow planning as a cornerstone value-add. As the guys emphasized, cash flow is the heartbeat of retirement, influencing every decision, and value-adds aren't just services they're the building blocks of client relationships that can last decades.

    Resources in today's episode:

    - Episode Website
    - Value Beyond The Meeting [Episode 305]
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    7 m
  • Value Beyond The Meeting [Episode 305]

    Value Beyond The Meeting [Episode 305]
    Apr 21 2025

    In 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 own financial journey to build unshakeable client confidence. They unpack the emotional dimensions of money management while emphasizing that broad-stroke cash flow planning trumps tedious line-item budgeting every time. Throughout their conversation, they reveal how strategic accountability keeps clients engaged and on track toward their financial goals, ultimately transforming the advisor-client relationship.

    Value Beyond The Meeting [Episode 305]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    26 m
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The Gilmore girls of finance

While being full of powerful content I love the witty banter that is shared between you guys. Always fun!

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