Podcast
The Perfect RIA
Hosted by Matthew Jarvis, CFP® & Micah Shilanski, CFP® · EN
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.
36episodes
Episodes
Newest firstAll episodes
Fees Are Never The Issue [Episode 356]
Yesterday00:27:07Tap to summarizeIn this episode, Micah and Matt discuss the critical relationship between fees and the value provided in financial planning. They emphasize the importance of understanding client needs and ensuring a good fit before discussing fees. The conversation highlights the significance of a structured prospect process that builds value before price, maintaining consistency in client interactions, and the necessity of following established processes to achieve successful outcomes. The hosts also stress the importance of transparency and the need for clients to understand the value they receive for the fees they pay. Fees Are Never The Issue [Episode 356] - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
Transcribe →
The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
5d ago00:28:34Tap to summarizeIn this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights from the Carson Group regarding M&A trends, the importance of partnerships, and common missteps in valuation and deal structuring. The conversation highlights the significance of accurate financial representation, the impact of market conditions on business valuation, and the risks associated with middle market aggregators. The hosts emphasize the need for advisors to be prepared for potential sales and the evolution of Carson Group's business model in the advisory space. The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn- Liam Heffernan: Website | LinkedIn- Michael Belluomini: Website | LinkedIn- Download the evaluation framework Carson uses to assess RIA growth!- Learn More about our Coaching Programs
Transcribe →
Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
1w ago00:22:03Tap to summarizeIn this episode, Micah and Jarvis discuss the critical relationship between perceived value and fees in financial advising. They explore the concept of 'head trash'—the negative thoughts that can undermine an advisor's confidence in their value proposition. The conversation emphasizes the importance of conviction in one's value, strategies to enhance client relationships, and the necessity of maintaining a positive mindset. They also highlight the significance of a morning success ritual and the impact of surrounding oneself with the right influences. The episode concludes with a call to action for advisors to focus on delivering value rather than getting caught up in fee discussions. Head Trash: Overcoming Mental Barriers in Advising [Episode 355] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
Transcribe →
Building a Collaborative Financial Firm With Matthew Daugherty
2w ago00:30:49Tap to summarizeIn this episode, Matthew Daugherty shares his journey in financial planning, highlighting the impact of masterminds on his growth. He discusses the evolution of his practice, the importance of collaboration, and the shift in client dynamics as he moved from taking on any client to focusing on those who align with his firm's values. The conversation emphasizes accountability, personal growth, and the transformative power of coaching and peer support. In this conversation, Jarvis and Matthew discuss the transformative power of masterminds, the importance of accountability, and the commitment to personal and professional growth. They explore the challenges and successes of building a strong team, the role of coaching in achieving goals, and the significance of fostering relationships within mastermind groups. Matthew shares insights on launching a podcast, hiring a coach, and developing a training program for his team, emphasizing the value of investing in growth and learning. Building a Collaborative Financial Firm With Matthew Daugherty Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Matthew Daugherty: Website | LinkedIn - Learn More about our Coaching Programs
Transcribe →
Why One Percent Is For Discount Advisors? [Episode 354]
2w ago00:27:07Tap to summarizeIn this episode, Matt and Micah discuss the critical importance of understanding and communicating value in the financial advisory industry. They explore the common issue of advisors undervaluing their services and the integrity required in pricing. Through real-life examples and personal anecdotes, they emphasize the need for advisors to establish clear fee structures and maintain consistency in their pricing strategies. The conversation also highlights the significance of aligning team members with the firm's value proposition and the dangers of competing solely on price. Why One Percent Is For Discount Advisors? [Episode 354] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
Transcribe →
Unlocking M&A Secrets with Ted Jenkin
3w ago00:29:36Tap to summarizeIn this episode of the TPR podcast, Matthew Jarvis and Ted Jenkin discuss the evolving landscape of financial advisory, focusing on M&A deals, the importance of hard work, and effective marketing strategies. They emphasize the need for advisors to adapt to market changes, leverage creative marketing, and understand the value of their clients' businesses. The conversation also highlights the significance of building strong relationships with clients and the role of advisors in guiding business owners through the sale process. Unlocking M&A Secrets with Ted Jenkin Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here - Learn More about our Coaching Programs
Transcribe →
Back By Popular Demand [Episode 353]
3w ago00:26:31Tap to summarizeIn this episode, Micah and Jarvis delve into the intricacies of real estate investment, emphasizing the importance of effective communication in financial advising. They discuss the necessity of aligning client goals with financial strategies, the significance of maintaining adequate cash reserves, and the role of guided discovery in client conversations. The hosts also explore the evaluation of real estate opportunities, planning for future exits, and understanding tax implications. Throughout the discussion, they highlight the value of role-playing to prepare for client interactions and ensure successful outcomes. Back By Popular Demand [Episode 353] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
Transcribe →
The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
4w ago00:36:11Tap to summarizeIn this episode, Matthew Jarvis, Derek Notman, and H. Adam Holt discuss the themes of fatherhood, entrepreneurship, and the importance of intentional presence in parenting. They share insights from their new book, 'The REBL Dad Book,' and explore the challenges fathers face in balancing their careers and family life. The conversation highlights the significance of creating a supportive community for dads to share their experiences and learn from one another. In this conversation, the hosts explore the challenges of modern parenting, the importance of finding balance between work and family, and the journey of writing a book aimed at helping dads. They discuss the significance of community, sharing experiences, and actionable tips for improving relationships with children. The conversation emphasizes the need for vulnerability and connection in parenting, as well as practical steps that dads can take to enhance their family life. The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt Resources in today's episode: - Matt Jarvis: Website | LinkedIn - H. Adam Holt - Website | LinkedIn - Derek Notman - Website | LinkedIn - Buy the Book! - Learn More about our Coaching Program
Transcribe →
Process Over Guesswork: The Path to Master Prospecting [Episode 352]
4w ago00:31:25Tap to summarizeIn this episode of the TPR podcast, co-hosts Micah Shilanski and Matthew Jarvis break down the common pitfalls financial advisors face when managing and converting prospective clients. They tackle the "head trash" that leads advisors to constantly alter their sales processes for either highly wealthy or non-ideal prospects, showing how deviating from a standard process heavily diminishes the value delivered. The duo highlights the critical importance of a structured prospect pipeline, defining ideal clients through their Three Ps (Personable, Productive, Profitable) framework. They share how adding strategic friction such as introducing a fee for the initial consultation can weed out uncommitted prospects, boost show rates, and maximize "at-bats" for actual growth. Ultimately, they argue that true organic growth requires rigorous tracking of real performance metrics over emotional guesswork. Process Over Guesswork: The Path to Master Prospecting [Episode 352] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
Transcribe →
Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan
May 2800:30:37Tap to summarizeIn this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from the Carson Group to discuss their recent acquisitions, the intricacies of deal approvals, and the importance of cultural fit in acquisitions. They delve into the structure of acquisition payments, the significance of maintaining a full pipeline, and the financial discipline required in the M&A landscape. The conversation also covers the importance of growth metrics in valuation and the tax implications for advisors considering a partnership with larger firms. Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Download the evaluation framework Carson uses to assess RIA growth! - Learn More about our Coaching Programs
Transcribe →