The Perfect RIA
Episodes
Burnout Is For Wimps
21 Dec 2023
Contributed by Lukas
In the latest Worlds To Conquer episode, Jamie takes on language and tools that are crucial for success. She deconstructs trendy terms like "work-life...
Wholesaler Who Saw The Light With Guest Anthony Zanetti
20 Dec 2023
Contributed by Lukas
In this episode of Confessions from a Former Wholesaler, Matt is joined by Anthony Zanetti from Mardin Capital Group to share his experience in wholes...
Do NOT Say That To A Client [Episode 235]
18 Dec 2023
Contributed by Lukas
In today's episode of The Perfect RIA, Matt and Micah are getting real about client communication because the words you choose have the power to eithe...
Impactful Meetings, Wholesaler Perspectives, and Client Retention
15 Dec 2023
Contributed by Lukas
In this recap episode, we're sharing how Monday, Matt and Micah emphasized the crucial role of financial advisors in their clients' lives, focusing on...
Are You Sticky?
14 Dec 2023
Contributed by Lukas
Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RI...
Confessions Of A Wholesaler with Guest Greg Goin
13 Dec 2023
Contributed by Lukas
Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equita...
Two Most Important Parts of a Surge Meeting [Episode 234]
11 Dec 2023
Contributed by Lukas
Matt and Micah are unraveling the intricacies of client meetings and the pivotal role financial advisors play in their clients' lives. They're explori...
Value Delivery, Transformative Coaching, and Navigating Legal Challenges
08 Dec 2023
Contributed by Lukas
On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advic...
Stupid Games = Stupid Prizes
07 Dec 2023
Contributed by Lukas
Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the...
The Power of Coaching With Guest Scott Rusnak
06 Dec 2023
Contributed by Lukas
Matthew Jarvis welcomes back Scott Rusnak, an EOS implementor and Matt's personal coach, to explore the pivotal role of coaching in personal and profe...
Value Sledgehammer or Volume Sucker Punch? [Episode 233]
04 Dec 2023
Contributed by Lukas
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 Valu...
Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth
01 Dec 2023
Contributed by Lukas
On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust wit...
Acts Of Service
30 Nov 2023
Contributed by Lukas
Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service pe...
The Complexity Curve with Guest Paul Saganey
29 Nov 2023
Contributed by Lukas
Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners ha...
Throwback: Asking Questions That Matter For Estate Planning
27 Nov 2023
Contributed by Lukas
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensur...
Mastering Communication, Delegation Secrets, and Personal Growth
24 Nov 2023
Contributed by Lukas
On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills...
Showin' Up For A Fight
23 Nov 2023
Contributed by Lukas
Jamie discusses the importance of recognizing when to step away from unnecessary conflicts in our lives, emphasizing that not every fight requires our...
Delegating for Success with Guest Karen Stewart
22 Nov 2023
Contributed by Lukas
Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance ...
How To Get More At-Bats [Episode 231]
20 Nov 2023
Contributed by Lukas
Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the ...
Transparency, Energy Awareness, and Practicing Value Adds
17 Nov 2023
Contributed by Lukas
In today's recap, we're first revisiting Monday's episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled wi...
Trust But Verify
16 Nov 2023
Contributed by Lukas
Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She's outlining Surge and how it revolves aro...
Event Planning and Energy Mastery with Guest Kat Eletskikh
15 Nov 2023
Contributed by Lukas
In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP b...
So Is This What You Do In YOUR Practice? [Episode 230]
13 Nov 2023
Contributed by Lukas
Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. T...
Mastering Time, Evolving Beliefs, and Conference Connections
10 Nov 2023
Contributed by Lukas
On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. ...
Jiving With Jennifer
09 Nov 2023
Contributed by Lukas
Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a seren...
The Power Of Beliefs With Guest Wayne Firebaugh
08 Nov 2023
Contributed by Lukas
Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having wel...
Mastering Time with Guest Michael Kitces [Episode 229]
06 Nov 2023
Contributed by Lukas
On today's episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this spec...
Prospect Objections, Consistency, and Effective Marketing
03 Nov 2023
Contributed by Lukas
On 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...
It Takes 6 Months Bruh
02 Nov 2023
Contributed by Lukas
It's time to talk about marketing as Jamie discusses its effectiveness. She's dispelling the misconception that small marketing efforts instantly will...
Harnessing Consistency for Success with Guest Evan Mayer
01 Nov 2023
Contributed by Lukas
Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of start...
What Are Prospects ACTUALLY Saying [Episode 228]
30 Oct 2023
Contributed by Lukas
Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when...
Business Planning, Effective Communication, and The Human Element
27 Oct 2023
Contributed by Lukas
On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business...
Talking Sugar Honey Ice Tea
26 Oct 2023
Contributed by Lukas
Did that text really mean what YOU thought it meant? Jamie is digging into the critical importance of effective communication in navigating the divers...
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
25 Oct 2023
Contributed by Lukas
Micah is taking the reigns in today's guest episode as he discusses his journey of bringing on an assistant with Theresa Summerlin from Belay. Theresa...
Location, Location, Location [Episode 227]
23 Oct 2023
Contributed by Lukas
It's October, and Surge is in full swing, but Matt and Micah are sharing that Surge isn't just about meeting clients—it's a litmus test for their st...
Extreme Accountability, Leadership, and Client Relations
20 Oct 2023
Contributed by Lukas
Monday kicked off with an extraordinary coaching session as Matt and Micah welcomed John McKinley from the Invictus program to tackle his head trash r...
You're Pi$$ing Me Off - Part 2
19 Oct 2023
Contributed by Lukas
Jamie is dishing on the finer points of client interactions that really get under her skin. Building on the previous week's discussion about team memb...
Navigating Leadership Waters with Guest Carlos Mendez
18 Oct 2023
Contributed by Lukas
Matthew is joined by the incredible Carlos Mendez from Echelon Front, a company co-founded by the renowned Jocko Willink. Carlos, with an impressive 2...
Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]
16 Oct 2023
Contributed by Lukas
It's coaching time! In today's special episode, Matt and Micah are joined by INVICTUS member John McKinley as he bravely steps into the coaching ring ...
Quantifying Success, Recruitment, and Effective Leadership
13 Oct 2023
Contributed by Lukas
We're recapping Matt and Micah's discussion on measuring what truly matters in your practice, the danger of losing focus, why you need that end-of-yea...
You're Pi$$ing Me Off - Part 1
12 Oct 2023
Contributed by Lukas
Jamie is sharing her frustration when people disregard her instructions, leading to problems she must later resolve, highlighting the scenario where t...
Recruitment Strategies and Talent Retention with Guest Yosef Colish
11 Oct 2023
Contributed by Lukas
Matt is joined by Yosef Colish from Leah Yosef International, an experienced executive recruiter specializing in the financial advisory sector, for a ...
Measure What Really Matters? [Episode 225]
09 Oct 2023
Contributed by Lukas
Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of con...
Exceptions, Mindset, and Owning Who You Are
06 Oct 2023
Contributed by Lukas
We're recapping Micah's true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary...
Own It Already!
05 Oct 2023
Contributed by Lukas
Jamie's tackling identity and ownership and the gritty reality of pursuing your dreams. She shares the need to confront the uncomfortable truth: not e...
Raising Your Gaze and Being Coachable with Guest Nic Yeomans
04 Oct 2023
Contributed by Lukas
Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From ...
A Disturbance In The Force… [Episode 224]
02 Oct 2023
Contributed by Lukas
Micah and Matt are ready for some confessions in today's episode about exceptions to the rules. And how, by having well-defined systems, you can also ...
The Real Deal on Investments, Bookkeeping, and Succession Planning
29 Sep 2023
Contributed by Lukas
We're recapping a topic Matt and Micah rarely discuss: investments. And how their approach has evolved from talking excessively about investments to r...
Succe$$ion
28 Sep 2023
Contributed by Lukas
Jamie is sharing that in a world of financial advisors claiming to be "comprehensive," they've done a terrible job distinguishing what they do and who...
Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld
27 Sep 2023
Contributed by Lukas
In today's episode, Matt is joined by Lisa Zeeveld, CFO of Belay, to discuss the ways delegating bookkeeping can help you elevate your business. In a ...
My Investments Are Bigger Than Yours [Episode 223]
25 Sep 2023
Contributed by Lukas
In 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 ...
Decoding Delegation, Client Themes, and Hiring Wisdom
22 Sep 2023
Contributed by Lukas
Let's talk about the reality of assistant expectations in the world of leadership. We're recapping Matt and Micah's experiences and insights on effect...
You Promised What?!
21 Sep 2023
Contributed by Lukas
In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can genera...
The Power of Working in Themes with Guest Libby Greiwe
20 Sep 2023
Contributed by Lukas
Matthew Jarvis welcomes Libby Greiwe from The Efficient Advisor to share her wealth of knowledge drawn from successfully managing a million-dollar pra...
Common Assistant (Team) Myths [Episode 222]
18 Sep 2023
Contributed by Lukas
Matt and Micah are tackling the art of delegation and team leadership. From the pitfalls of assuming assistants can work magic to the critical importa...
Surge Success, Epic Adventures, And Humility
15 Sep 2023
Contributed by Lukas
In this recap, we'll start by breaking down the myths around surge schedules, the importance of maintaining a set calendar, and invaluable tips on com...
Curious ?'s
14 Sep 2023
Contributed by Lukas
Jamie emphasizes the significance of beginning your career journey at the grassroots level, debunking the prevalent notion that instant success is att...
Journey Beyond The Doorstep Mile With Guest Charlie Walker
13 Sep 2023
Contributed by Lukas
Matt dives into the incredible journey of adventurer and author Charlie Walker from the UK, who shares his lessons on curiosity, courage, and taking t...
Wait? Surge Again? Hell Yeah! [Episode 221]
11 Sep 2023
Contributed by Lukas
Surge is around the corner, and Matt and Micah are diving into this game-changer for financial advisors. Discover how strategic calendar management ...
Decoding Value, Compliance Insights, and Leadership Guidance
08 Sep 2023
Contributed by Lukas
Are you aware that industry jargon might not resonate with prospects and clients? Learn the difference between the true value and a mere volume of tas...
You May Be The Problem
07 Sep 2023
Contributed by Lukas
In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadershi...
Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley
06 Sep 2023
Contributed by Lukas
Matt is joined by Chris Stanley from Beach Street Legal, a specialized law firm and compliance consultancy exclusively dedicated to Registered Investm...
STOP Delivering Value! [Episode 220]
04 Sep 2023
Contributed by Lukas
In today's episode, Matt and Micah dive into a critical distinction between internal team language and client communication when discussing value. Dra...
Tax Projections, Crushing the Noise, and Mastering Client Onboarding
01 Sep 2023
Contributed by Lukas
Using software for tax projects can't replace the expertise of a skilled financial planner or human touch and understanding. The craftsman behind the ...
Dude, You Started It!
31 Aug 2023
Contributed by Lukas
Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and con...
Cutting Through the Noise With Guest Matt Halloran
30 Aug 2023
Contributed by Lukas
In today's episode, Matt is joined by Matt Halloran from ProudMouth to explore the concept of unapologetically being yourself in your content. This au...
You Can't Do A Tax Projection Without Software…Or Can You? [Episode 219]
28 Aug 2023
Contributed by Lukas
In today's episode, Matt and Micah talk about the intricacies of tax projections and financial planning and the vital role of human expertise and crit...
Prospecting, Overcoming Fears, and Sharing Your Voice
25 Aug 2023
Contributed by Lukas
In today's recap, we'll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the impor...
Stop Being A Failure
24 Aug 2023
Contributed by Lukas
Jamie delves into the power of fear and how it holds us back from achieving greatness. She encourages reflection on moments of uncertainty and discomf...
Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor
23 Aug 2023
Contributed by Lukas
Matt is joined by Philip Taylor, also known as PT, the founder of PTmoney.com and FinCon. They dive into the origins of FinCon as a community meetup f...
You Thought It Would Be Easy…[Episode 218]
21 Aug 2023
Contributed by Lukas
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. ...
DIYers, Navigating Challenges and Delivering Value in Client Interactions
18 Aug 2023
Contributed by Lukas
Have you considered the effectiveness of the one-page financial plan in demonstrating value to prospects, especially DIYers? By setting clear guidelin...
Fricken DIY'ers
17 Aug 2023
Contributed by Lukas
Jamie discusses the topic of DIYers (Do-It-Yourselfers) and the challenges they pose to financial professionals. She explains that after encountering ...
Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima
16 Aug 2023
Contributed by Lukas
Amyr Rocha Lima joins today's episode to discuss the importance of doing intentional work and overcoming self-limiting beliefs to achieve success. It'...
Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
14 Aug 2023
Contributed by Lukas
Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, especially when meeting with DIY ...
Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
11 Aug 2023
Contributed by Lukas
Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on delivering value and taking ch...
No One Wants To Talk To You
10 Aug 2023
Contributed by Lukas
Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you go beyond job titles and convey...
Unleashing the Power of Virtual Assistants with Guest Karen Stewart
09 Aug 2023
Contributed by Lukas
In this episode, Matt is joined by Karen Stewart from BELAY to talk about valuable insights on hiring and working with virtual assistants (VAs). Karen...
Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
07 Aug 2023
Contributed by Lukas
Matt and Micah discuss the power of effective sales and prospecting strategies. They'll highlight the importance of being intentional with time, taki...
Small Details, Custodians, and What To Say
04 Aug 2023
Contributed by Lukas
Are you aware of the importance of paying attention to small details in client communications, and how much they can impact the outcome of a meeting...
Say This
03 Aug 2023
Contributed by Lukas
Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, and even family members. She e...
Disrupting Giants With Guest Jason Wenk
02 Aug 2023
Contributed by Lukas
In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportunity Jason sees in launching h...
It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
31 Jul 2023
Contributed by Lukas
In today's episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the little things - because they D...
Rockstar Teams, Trainings, and Career Enterprise Value
28 Jul 2023
Contributed by Lukas
Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you doing them consistently? Have yo...
My Team S*&!S
27 Jul 2023
Contributed by Lukas
Are you struggling with assembling the perfect team? In today's episode, Jamie breaks down creating a team filled with rockstars, from where to place...
Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond
26 Jul 2023
Contributed by Lukas
Matt is joined by Louis Diamond, President of Diamond Consultants, a leading financial advisor recruiting firm. They delve into the often misundersto...
How To Train Your Team [Episode 214]
24 Jul 2023
Contributed by Lukas
In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of i...
Success Strategies, Client Value, and Niche Mastery
21 Jul 2023
Contributed by Lukas
In today's episode, we explore the art of saying "no", setting intentions to prioritize what truly matters, and seven tips that are stopping you from...
Niche Slapping Time
20 Jul 2023
Contributed by Lukas
Jamie explores the question of whether it's better to be an expert in one subject or have knowledge in multiple subjects. Becoming an expert in one su...
Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan
19 Jul 2023
Contributed by Lukas
In today's episode, Matt is joined by Sten Morgan, from Elite Advisor network, to share transformative lessons about delivering value to clients. Ste...
Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]
17 Jul 2023
Contributed by Lukas
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 beco...
10Xing, Technology, and Toxic Charity
14 Jul 2023
Contributed by Lukas
Are you so focused on 10Xing that you forget to do the work needed because you assume that truly will be easier than 2Xing? How are you leveraging t...
Charity Is Toxic?
13 Jul 2023
Contributed by Lukas
As an advisor, you want to help people. You're likely driven to want your clients to succeed and are drawn to the opportunity to help others. But at ...
Leveraging Technology With Guest Ben Goss
12 Jul 2023
Contributed by Lukas
As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical r...
Trying To 10X? Just Do The Work! [Episode 212]
10 Jul 2023
Contributed by Lukas
2Xing is great, so naturally 10X sounds even better, right? But is it actually easier? In today's episode, Matt and Micah talk about how sometimes pe...
Laziness, Continuous Practice, and Keeping Your Routines
07 Jul 2023
Contributed by Lukas
Are you looking for an excuse for why you can't do the hard things? How much practice are you putting in, and are you seeking out those who are excel...
God Didn't Make Tables!
06 Jul 2023
Contributed by Lukas
It's summer, and you're outside of surge. Did you forget about your goals and your routine and that you still need to be intentional? In today's epis...
Improving Through Mentorship And Practice With Brady Bassford
05 Jul 2023
Contributed by Lukas
Advisors who are at the top of their game didn't get there by accident. It's through constant learning, improvement, and putting in the reps that you...
Stop Being Lazy [Episode 211]
03 Jul 2023
Contributed by Lukas
Most advisors would never say that they're bored; instead, the most common reason they claim they're unable to change or improve is that they're too ...
Too Many Clients, Core Values, and Bad Leaders
30 Jun 2023
Contributed by Lukas
Are you setting up limiting beliefs in your practice with how many clients you can serve? Do you maintain a set of values that help guide your busine...