The Perfect RIA
Episodes
Why Advisors Lose Clients
01 Aug 2024
Contributed by Lukas
In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationshi...
All Investment Management is Playing Office [Episode 267]
29 Jul 2024
Contributed by Lukas
Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus fro...
Dodging IRA Disasters and Fostering Team Synergy
26 Jul 2024
Contributed by Lukas
In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistak...
Employees: Following Up or Nagging? Is There a Difference?
25 Jul 2024
Contributed by Lukas
In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. D...
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
22 Jul 2024
Contributed by Lukas
In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that c...
Understanding Annuities and the Characteristics of Successful Leaders
19 Jul 2024
Contributed by Lukas
In this Follow-up Friday episode, host Amber recaps key takeaways from this week's episodes. Monday, Matthew Jarvis was joined by Tracy Lownsberry fr...
How to Achieve Success in 2 Steps
18 Jul 2024
Contributed by Lukas
In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success com...
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
15 Jul 2024
Contributed by Lukas
Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth ma...
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
12 Jul 2024
Contributed by Lukas
In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah...
You Are Only Cheating Yourself [Episode 264]
08 Jul 2024
Contributed by Lukas
Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventiona...
Why Authenticity Matters and Family Financial Dynamics
05 Jul 2024
Contributed by Lukas
In this recap episode, Amber first highlights the Matt and Kevin's Thompson's discussion on Monday. Matt and Kevin talked about the importance of prov...
When You Earn More Than Your Spouse - Navigating Income Disparity
04 Jul 2024
Contributed by Lukas
Jamie Shilanski takes a dive into the intricate dynamics of income disparity within households. With a keen eye on the challenges faced by financial a...
The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
01 Jul 2024
Contributed by Lukas
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 ju...
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
28 Jun 2024
Contributed by Lukas
In this recap episode, we're revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY ...
Your Vocation Should Pay For Your Avocations
27 Jun 2024
Contributed by Lukas
Jamie Shilanski challenges the conventional wisdom that our jobs should be the sole source of fulfillment and happiness. Instead, she advocates for a ...
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
24 Jun 2024
Contributed by Lukas
Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delega...
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice
21 Jun 2024
Contributed by Lukas
Amber takes you behind the scenes to recap the strategies for financial advisors to attract and retain high-net-worth clients, as well as mastering th...
Marketing. What Works For Financial Advisors?
20 Jun 2024
Contributed by Lukas
Jamie unveils the secrets to crafting a winning marketing strategy that drives real results. Forget one-size-fits-all approaches – the key to succes...
Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]
17 Jun 2024
Contributed by Lukas
Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challen...
Maximizing Valuations and Smart Business Planning
14 Jun 2024
Contributed by Lukas
In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods oft...
How Your LLC Fails
13 Jun 2024
Contributed by Lukas
In this episode, Jamie Shilanski is shedding light on business structuring and long-term planning strategies. She explains why selecting the right leg...
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
10 Jun 2024
Contributed by Lukas
In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the com...
Overcoming Head Trash and Building Lucrative CPA Relationships
07 Jun 2024
Contributed by Lukas
In this recap episode, Amber shared strategies for financial advisors to conquer their insecurities and build a referral-generating powerhouse through...
Encore Episode: Dealing with Head Trash
06 Jun 2024
Contributed by Lukas
Jamie Shilanski tackles the all-too-common insecurities that hold financial advisors back from reaching their full potential. With candor and wisdom, ...
Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]
03 Jun 2024
Contributed by Lukas
Matthew Jarvis is joined by Steven Jarvis, CPA, from Retirement Tax Servies to lift the veil on the challenges financial advisors face when seeking re...
It's All About That Prospect: Being Intentional and Gathering Information
31 May 2024
Contributed by Lukas
In this recap episode, Amber shares strategies from Matt and Micah to help financial advisors laser-focus their efforts on landing more prospects. Dis...
Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide
30 May 2024
Contributed by Lukas
Are You Struggling to Convert Promising Prospects into Loyal Clients? In this Encore Worlds to Conquer episode, Jamie Shilanski reveals the secret to ...
What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
27 May 2024
Contributed by Lukas
Craving a six-pack of clients? In this power-packed episode, experts Matt and Micah reveal the jaw-dropping parallels between sculpting a shredded mid...
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes
24 May 2024
Contributed by Lukas
In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set...
Encore Episode: Client Onboarding - Creating A Solid Foundation
23 May 2024
Contributed by Lukas
In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and...
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]
20 May 2024
Contributed by Lukas
In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-perfo...
Enhancing Client Communication and Interactions
17 May 2024
Contributed by Lukas
In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advis...
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters
16 May 2024
Contributed by Lukas
In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of build...
Bad Ways to Answer Clients [Episode 256]
13 May 2024
Contributed by Lukas
In this episode of The Perfect RIA, Micah and Matt dive deep into the art of effective client communication for financial advisors. They stress the cr...
Crafting Your Investments and Marketing Communication
10 May 2024
Contributed by Lukas
Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of priorit...
When Marketing Works
09 May 2024
Contributed by Lukas
Join Jamie in this episode of The Perfect RIA, where she dives deep into the dynamic world of marketing for financial advisors. Discover why keeping t...
How Investments Work With Your Clients [Episode 255]
06 May 2024
Contributed by Lukas
Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive plan...
Strategic Client Onboarding and Enhancing Tax-Related Value
03 May 2024
Contributed by Lukas
In this Follow-Up Friday episode, Amber is recapping this week's highlights and action items, focusing on optimizing client meetings, communication, a...
Creating Value Adds from the Tax Return
02 May 2024
Contributed by Lukas
In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advoca...
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
29 Apr 2024
Contributed by Lukas
In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven stra...
How Relationships Fuel Growth and The Role of Accountability
26 Apr 2024
Contributed by Lukas
In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving busine...
How Are You Accountable When You Make a Client Mistake?
25 Apr 2024
Contributed by Lukas
In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The convers...
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
22 Apr 2024
Contributed by Lukas
In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life ...
Upgrade Opportunities and Lessons in Criticism
19 Apr 2024
Contributed by Lukas
In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business ...
How To Take A Hit
18 Apr 2024
Contributed by Lukas
In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resili...
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
15 Apr 2024
Contributed by Lukas
In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to t...
Communicating Through Uncertainty and Filtering Advice
12 Apr 2024
Contributed by Lukas
In this episode, Amber recaps this week's highlights. She reminds us why critical thinking and pushback are important in the financial industry and wh...
You Can't Say That!
11 Apr 2024
Contributed by Lukas
In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value o...
Economic Commentary
08 Apr 2024
Contributed by Lukas
In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discu...
Standout Prospect Meetings and Documentation for the Win
05 Apr 2024
Contributed by Lukas
In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importa...
Not Documented, Not Done
04 Apr 2024
Contributed by Lukas
In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shi...
Throwback: Show Me The Beef! [Episode 250]
01 Apr 2024
Contributed by Lukas
As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely a...
Relationship Building and Preventing Failures with Surge
29 Mar 2024
Contributed by Lukas
In this episode, Amber discusses the key takeaways from a recent podcast episode with a special guest, David Gow. David and Matt explored the role of ...
How Surge Fails
28 Mar 2024
Contributed by Lukas
In this episode, Jamie shares how Surge can go off the rails. She emphasizes how advisors must deliver massive value to clients, be intentional with t...
Client Relationships And Connections With Guest David Gow [Episode 249]
25 Mar 2024
Contributed by Lukas
In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the si...
Communicating Roth Conversions and The Best Time for Surge
22 Mar 2024
Contributed by Lukas
In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then ...
The Perfect Surge Dates
21 Mar 2024
Contributed by Lukas
In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a ...
Throwback: Roth Conversions [Episode 248]
18 Mar 2024
Contributed by Lukas
Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah sh...
Genuine Communication and Prospecting Pitfalls
15 Mar 2024
Contributed by Lukas
In this episode, we're recapping this week's discussion on sales and communication in the financial advisory industry and how effective communication ...
When Prospecting Goes Wrong
14 Mar 2024
Contributed by Lukas
In this episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the i...
Communication, Not Sales [Episode 247]
11 Mar 2024
Contributed by Lukas
Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning pract...
Talent Acquisition and Profitable Prospect Meetings
08 Mar 2024
Contributed by Lukas
In this episode, Amber first reviews the key takeaways from Monday's episode where Jonathan Reynolds shared his key tips to helping your team members ...
Charging For Prospect Meetings
07 Mar 2024
Contributed by Lukas
In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates,...
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
04 Mar 2024
Contributed by Lukas
Jonathan Reynolds, CEO of Titus Talent, joins Matt to discuss the importance of not only finding employees, but how to keep them long term. Jonathan s...
Prospecting and Pregame Strategies
01 Mar 2024
Contributed by Lukas
In this episode, we're recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a...
Prospecting That Works for Advisors
29 Feb 2024
Contributed by Lukas
Looking for prospecting help? Jamie's ready to share guidance on marketing and how to identify the right fit for your services. Discover the importanc...
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
26 Feb 2024
Contributed by Lukas
Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experien...
Masterminds and Navigating Nepotism in the Workplace
23 Feb 2024
Contributed by Lukas
In this recap episode, we're sharing why Monday's guest, Aaron Walker, believes entrepreneurs need to break out of isolation, seek support from others...
Should I Let My Kids Work For Me?
22 Feb 2024
Contributed by Lukas
In this episode, Jamie discusses the concept of nepo babies and the importance of teaching children the value of hard work, honesty, and kindness. She...
The Power of Masterminds with Guest Aaron Walker [Episode 244]
19 Feb 2024
Contributed by Lukas
In this episode, Aaron Walker joins Matt to discuss the importance of mastermind groups and their transformative power on entrepreneurs' lives. Aaron ...
Crisis Preparedness and Disaster Recovery
16 Feb 2024
Contributed by Lukas
In this episode, Amber recaps Matt and Micah's conversation about being prepared for emergencies and disasters in both personal and professional life ...
Sinking Ships
15 Feb 2024
Contributed by Lukas
In this episode, Jamie shares a story about a boating incident and highlights the importance of preparedness, clear communication, and the dangers of ...
No One Will Fix It For You [Episode 243]
12 Feb 2024
Contributed by Lukas
In this episode, Matt and Micah discuss the importance of being prepared for emergencies in both personal and professional settings. Through an experi...
Navigating the Prospect Process and Employee Compensation Conversations
09 Feb 2024
Contributed by Lukas
In today's episode, we're recapping this week's highlights. We're revisiting the prospect process with Monday's guest, John Barron, and the importance...
How To Negotiate Your Pay
08 Feb 2024
Contributed by Lukas
In this episode, Jamie dives into employee compensation and the hurdles they encounter while negotiating salaries. She emphasizes the significance of ...
Creating a Prospect Process that Works with Guest John Barron [Episode 242]
05 Feb 2024
Contributed by Lukas
In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for ...
Destructive Alerts and The Art of Employee Firings
02 Feb 2024
Contributed by Lukas
In this episode, we're recapping the importance of managing alerts and notifications to improve productivity and mental well-being, as well as explori...
How to Fire Someone
01 Feb 2024
Contributed by Lukas
In this episode, Jamie Shilanski discusses the challenges of firing employees and handling resignations in a professional and respectful manner. Jamie...
Only Fools Get Alerts [Episode 241]
29 Jan 2024
Contributed by Lukas
In this episode, Micah and Matt discuss the destructive nature of alerts and notifications on your productivity and mental well-being. They emphasize ...
Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
26 Jan 2024
Contributed by Lukas
In this recap episode, we're highlighting the backdoor Roth contribution strategy, the importance of correct reporting on tax returns, and the need fo...
Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
25 Jan 2024
Contributed by Lukas
In this podcast episode, Jamie Shilanski is digging into the the power of confirmation bias and its role in becoming a better financial advisor. Using...
Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
24 Jan 2024
Contributed by Lukas
In this episode, Matt is joined by Lewis Schiff from Birthing of Giants. Lewis, a natural entrepreneur, questioned the disparity in outcomes among mid...
Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]
22 Jan 2024
Contributed by Lukas
In this podcast episode, Matt is joined by Steven Jarvis from Retirement Tax Services (RTS) to discuss a commonly misunderstood tax strategy and how y...
Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
19 Jan 2024
Contributed by Lukas
In this episode, we're recapping the critical aspects of maximizing profitability with insights on making your practice not only sustainable but truly...
BS Business Advice About Building Teams
18 Jan 2024
Contributed by Lukas
In this episode, Jamie discusses the intensity surrounding the work her office does nature of work and how her team has fully embraced it. She emphasi...
Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
17 Jan 2024
Contributed by Lukas
In this episode, Matt is joined by Yohance Harrison to discuss the profound importance of estate planning, driven by Yohance's personal experience ass...
What Does Profitability Really Look Like? [Episode 239]
15 Jan 2024
Contributed by Lukas
In this episode, Micah and Matt discuss the importance of profitability in financial advisory practices and why it's needed to ensure financial stabil...
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
12 Jan 2024
Contributed by Lukas
In this episode, we're recapping this week's episodes. We'll cover identifying prospects, setting yourself apart from other advisors, tracking prospec...
Empowering Futures: Goal-Setting Strategies for Young Adults
11 Jan 2024
Contributed by Lukas
In this episode, Jamie Shilanski discusses the importance of goal setting for young people and how to help them establish and work towards their goals...
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
10 Jan 2024
Contributed by Lukas
In this episode, Matthew Jarvis interviews Amy Appleton, the Vice President of Marketing for Belay, about how financial advisors can use virtual assis...
Prospect Process - Why Prospects Say No [Episode 238]
08 Jan 2024
Contributed by Lukas
In this episode, Micah and Matt discuss the key steps and strategies for successful prospecting and client conversion. They emphasize the need to trac...
New Year Goals, High Achiever Coaching, and Team Appreciation Languages
05 Jan 2024
Contributed by Lukas
In this recap episode, we're discussing topics related to personal and professional growth. On Monday's episod, Matt and Micah emphasized the importan...
High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
04 Jan 2024
Contributed by Lukas
In this episode, Jamie Shilanski discusses the importance of emotional intelligence and team appreciation languages. She shares her experience of cond...
Coaching High Achievers with Guest Rhonda Farr
03 Jan 2024
Contributed by Lukas
In this episode, Matthew Jarvis interviews Rhonda Farr, a coach specializing in working with high-achieving men. They discuss the need for coaching, e...
New Year - New You [Episode 237]
01 Jan 2024
Contributed by Lukas
In this episode, Jarvis and Micah discuss setting ambitious New Year's resolutions and the importance of being willing to pay the price to achieve the...
Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers
29 Dec 2023
Contributed by Lukas
In this recap episode, we're sharing the highlights from the week. Monday brought the 12 gifts that you can give yourself and your practice for the ho...
Job Offers
28 Dec 2023
Contributed by Lukas
In this episode, Jamie discusses employee recruitment and retention strategies. She shares her approach to job advertisements, including the use of pl...
Becoming An Inclusive Leader with Guest Kameka McLean
27 Dec 2023
Contributed by Lukas
In this episode, Matthew Jarvis interviews Kameka McLean, an HR professional with over 20 years of experience, about the importance of diversity and i...
The Twelve Days of TPR Christmas [Episode 236]
25 Dec 2023
Contributed by Lukas
In this Christmas special episode, Micah and Matt discuss 12 gifts advisors can give their practice to focus on improving. These gifts include time bl...
Mastering Client Communication, Growth Strategies, and Team Resilience
22 Dec 2023
Contributed by Lukas
On Monday, Matt and Micah focused on the critical importance of communication with clients and the impact of language on client relationships. and str...