The Perfect RIA
Episodes
Follow Up Friday - Roth Conversions
01 Jul 2022
Contributed by Lukas
How to stop yourself from overcomplicating things, especially when it comes to Roth conversions. https://bit.ly/3QFk8Gl
Tips from the Trenches - Taxes
29 Jun 2022
Contributed by Lukas
Tips for figuring out a client's taxes. https://bit.ly/3bhIB4a
Roth Conversions [Episode 158]
27 Jun 2022
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...
Follow Up Friday - What Are You Gaining From Conferences?
24 Jun 2022
Contributed by Lukas
Recapping the key takeaways from Monday's episode. https://bit.ly/39yhMrX
What Works Wednesday With Guest Libby Greiwe
22 Jun 2022
Contributed by Lukas
Working fewer hours is a goal for many advisors. Working fewer hours and getting higher pay is even more sought after. However, for many advisors, thi...
What Are You Gaining From Conferences? [Episode 157]
20 Jun 2022
Contributed by Lukas
In today's episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and...
Follow Up Friday - If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks!
17 Jun 2022
Contributed by Lukas
Diving deeper into one of the key tenants of The Perfect RIA. https://bit.ly/3NFFVvJ
Tips from the Trenches - Buckets In A Volatile Market
15 Jun 2022
Contributed by Lukas
What to do when your client is retiring during a downturn in the market. https://bit.ly/3NBvedu
If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]
13 Jun 2022
Contributed by Lukas
This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In t...
Follow Up Friday - Doing What Works
10 Jun 2022
Contributed by Lukas
Action items following Monday's episode. https://bit.ly/3taLrhl
Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success
08 Jun 2022
Contributed by Lukas
The winning formula for networking. https://bit.ly/3tbZ1Bb
Doing What Works [Episode 155]
06 Jun 2022
Contributed by Lukas
Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what w...
Follow Up Friday - Stop Talking Yourself Out Of The Sale!
03 Jun 2022
Contributed by Lukas
How the way you're talking could actually be working against you. https://bit.ly/3lOdsHN
Tips from the Trenches - Following Your Own Advice
01 Jun 2022
Contributed by Lukas
The importance of looking at your own financial situation. https://bit.ly/3GkJ159
Stop Talking Yourself Out Of The Sale! [Episode 154]
30 May 2022
Contributed by Lukas
It'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 t...
Follow Up Friday - How Did I Lose $50,000 This Month!?!
27 May 2022
Contributed by Lukas
The importance of clear communication with your clients, even in times of turmoil. https://bit.ly/3LlPLk4
Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails
25 May 2022
Contributed by Lukas
Matthew shares how to get clients through networking. https://bit.ly/39mnJrz
How Did I Lose $50,000 This Month!?! [Episode 153]
23 May 2022
Contributed by Lukas
After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their acco...
Follow Up Friday - You Said What In A Client Meeting?!
20 May 2022
Contributed by Lukas
How to ensure your clients see the value in working with you. https://bit.ly/3vUY0zg
Tips from the Trenches - Getting The Right Clients And The Three P's - Personable, Profitable, and Productive
18 May 2022
Contributed by Lukas
How to make sure your clients are an ideal fit. https://bit.ly/3kuCryW
You Said What In A Client Meeting?! [Episode 152]
16 May 2022
Contributed by Lukas
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 ...
Follow Up Friday - Why Don't I Have More Prospects?!?
13 May 2022
Contributed by Lukas
Action items that can directly result in you having more prospects. https://bit.ly/3Kwv1pt
Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations
11 May 2022
Contributed by Lukas
How to set the stage for communicating what really matters. https://bit.ly/38CsVHo
Why Don't I Have More Prospects?!? [Episode 151]
09 May 2022
Contributed by Lukas
Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, d...
Follow Up Friday - Show Me The Beef!
06 May 2022
Contributed by Lukas
What makes an effective communicator. https://bit.ly/3vPkuk7
Tips from the Trenches - Show Up For Surge
04 May 2022
Contributed by Lukas
What it means to show up for surge and why it's so important. https://bit.ly/3OJ94Xs
Show Me The Beef! [Episode 150]
02 May 2022
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...
Follow Up Friday - How Do I Actually Get Tax Returns From Clients?
29 Apr 2022
Contributed by Lukas
How delivering massive value relates to tax returns. https://bit.ly/3L8dntf
Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators
27 Apr 2022
Contributed by Lukas
The importance of key performance indicators. https://bit.ly/3uYEKR3
How Do I Actually Get Tax Returns From Clients? [Ep 149]
25 Apr 2022
Contributed by Lukas
As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing...
Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain"
22 Apr 2022
Contributed by Lukas
Action items for dramatically improving your prospect process. https://bit.ly/3xvStjP
Tips from the Trenches - Tales From Tax Season
20 Apr 2022
Contributed by Lukas
Steven Jarvis joins this episode to share a real-life experience with tax planning. https://bit.ly/37OwgTu
Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" [Episode 148]
18 Apr 2022
Contributed by Lukas
Having issues in prospect meetings? It's incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it g...
Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?
15 Apr 2022
Contributed by Lukas
Why you don't need to get a prospect scheduled right away. https://bit.ly/3rdhEDM
Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones
13 Apr 2022
Contributed by Lukas
The fatal flaw in most advice for creating a business plan. https://bit.ly/3KjejdU
Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]
11 Apr 2022
Contributed by Lukas
What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a ji...
Follow Up Friday - Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA
08 Apr 2022
Contributed by Lukas
The most important action items from this week's episode. https://bit.ly/3uFHjpS
Tips from the Trenches - Your Team As Teachers
06 Apr 2022
Contributed by Lukas
How to train your team to make sure you're always on the same page. https://bit.ly/3LxEOg9
Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]
04 Apr 2022
Contributed by Lukas
In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a livin...
Follow Up Friday - Guest Star Reese Harper
01 Apr 2022
Contributed by Lukas
Action items for delivering massive value. https://bit.ly/3Nm7NFh
Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?
30 Mar 2022
Contributed by Lukas
The value of the one-page plan. https://bit.ly/3IxJIaL
Guest Star Reese Harper [Episode 145]
28 Mar 2022
Contributed by Lukas
Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advi...
Follow Up Friday - But I Don't Have Time For That
25 Mar 2022
Contributed by Lukas
Action items for finding time in your practice. https://bit.ly/3IfhoK7
Tips from the Trenches - Value Adds in Surge
23 Mar 2022
Contributed by Lukas
What to do before surge—and any other value-adds. https://bit.ly/3MTFnlB
But I Don't Have Time For That [Episode 144]
21 Mar 2022
Contributed by Lukas
That's a great idea…but I don't have time. Someday I'll have time. Have you caught yourself saying either of these things? If so, make sure to tune ...
Follow Up Friday - Can I Get A Discount?
18 Mar 2022
Contributed by Lukas
The negative impacts of giving a discount. https://bit.ly/37bQeHh
Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter
16 Mar 2022
Contributed by Lukas
How to invest money for your clients. https://bit.ly/3CrpwpP
Can I Get A Discount? [Episode 143]
14 Mar 2022
Contributed by Lukas
All 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 v...
Follow Up Friday - Giving Out My Cell Phone Is How I Add Value
11 Mar 2022
Contributed by Lukas
Action items to help you deliver massive value—without giving out your cell phone number. https://bit.ly/3MoGklH
Tips from the Trenches - Tax Projections and Medicare IRMAA
09 Mar 2022
Contributed by Lukas
Learn why it's so important to take a client's entire situation into consideration when giving advice. https://bit.ly/3vuEJoF
Giving Out My Cell Phone Is How I Add Value [Episode 142]
07 Mar 2022
Contributed by Lukas
There are a lot of advisors who are using their cell phones as a way of instant communication with their clients. Is this delivering massive value—o...
Follow Up Friday - THE Floyd Shilanski
04 Mar 2022
Contributed by Lukas
Action items following our special episode featuring a rare guest. https://bit.ly/3sjyL7P
Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars
02 Mar 2022
Contributed by Lukas
Why you need a team you can trust if you want to deliver massive value. https://bit.ly/3t3XwnW
THE Floyd Shilanski [Episode 141]
28 Feb 2022
Contributed by Lukas
Providing your clients with massive value is something that is talked about often on The Perfect RIA, but it's also important to ensure you have time ...
Follow Up Friday - What Is The Perfect RIA?
25 Feb 2022
Contributed by Lukas
Action items and key lessons from Monday's episode. https://bit.ly/3GVpeIt
Tips from the Trenches - Post Surge Meetings
23 Feb 2022
Contributed by Lukas
Key things to think about with surge meetings. https://bit.ly/351IDdx
What Is The Perfect RIA? [Episode 140]
21 Feb 2022
Contributed by Lukas
How often do you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do...
Follow Up Friday - Client Segmentation
18 Feb 2022
Contributed by Lukas
Why client segmentation is generally a bad idea—and what to do instead. https://bit.ly/3gJ4ZTD
Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach
16 Feb 2022
Contributed by Lukas
Learn how you should be thinking about raising your fees. https://bit.ly/3JdTP5s
Client Segmentation [Episode 139]
14 Feb 2022
Contributed by Lukas
Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you...
Follow Up Friday - You Drank a Soda in a Client Meeting?!?
11 Feb 2022
Contributed by Lukas
Proven action items for you to take this week. https://bit.ly/34x3HYX
Tips from the Trenches - Having Your Team Run Meetings
09 Feb 2022
Contributed by Lukas
How to make your meetings more effective. https://bit.ly/3HqOQhf
You Drank a Soda in a Client Meeting?!? [Episode 138]
07 Feb 2022
Contributed by Lukas
There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you en...
Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash
02 Feb 2022
Contributed by Lukas
What you need to know about charging the right level of fees. https://bit.ly/3IIlMCm
Tips from the Trenches - Value Adds On A Security Breach
26 Jan 2022
Contributed by Lukas
A real-life story of a massive security breach—and how it was handled. https://bit.ly/3GNh99e
Follow Up Friday - Asking Questions That Matter For Estate Planning
21 Jan 2022
Contributed by Lukas
Follow-up items to focus on regarding rockstar questions. https://bit.ly/34RWEdE
Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success
19 Jan 2022
Contributed by Lukas
Tips for finding even greater success with your prospecting and onboarding process. https://bit.ly/3K8ewRu
Asking Questions That Matter For Estate Planning [Episode 137]
17 Jan 2022
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...
Follow Up Friday - The Godfather: Michael Kitces
14 Jan 2022
Contributed by Lukas
Four things you need to do in order to transform your practice. https://bit.ly/3t427b7
Tips from the Trenches - Facial Expressions
12 Jan 2022
Contributed by Lukas
Learn what you need to be paying attention to in client meetings. https://bit.ly/3qPNx4m
The Godfather: Michael Kitces [Episode 136]
10 Jan 2022
Contributed by Lukas
Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today i...
Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$
07 Jan 2022
Contributed by Lukas
Action items for streamlining your process and delivering the same massive value in less time. https://bit.ly/3mNRHsr
Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client
05 Jan 2022
Contributed by Lukas
How to avoid wasting your client's time—and your own. https://bit.ly/3eCXbl3
It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]
03 Jan 2022
Contributed by Lukas
Are you lying to yourself about where you are spending your time? Where you spend time is a key factor in the success of your business, and if you foc...
Tips from the Trenches - Getting Rona During Surge
29 Dec 2021
Contributed by Lukas
How to make sure you're a top performer—no matter what. https://bit.ly/3Ejeq5C
Follow Up Friday - But I'm At Capacity
24 Dec 2021
Contributed by Lukas
How to get out of the victim mindset. https://bit.ly/3mb6JIo
Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little
22 Dec 2021
Contributed by Lukas
Learn about the catch-22 that had Matt stuck in the early years of his career and how he overcame it. https://bit.ly/3sdjMga
But I'm At Capacity [Episode 134]
20 Dec 2021
Contributed by Lukas
How many clients are too many clients? This is something that varies greatly from person to person. However, if you are telling yourself that you are ...
Follow Up Friday - How To Break Your Fee Process
17 Dec 2021
Contributed by Lukas
Action items for raising your fees. https://bit.ly/3EMvqC6
Tips from the Trenches - Asset Transfers with Value
15 Dec 2021
Contributed by Lukas
What you need to know about communicating with clients regarding asset transfers. https://bit.ly/3GqpCyJ
How To Break Your Fee Process [Episode 133]
13 Dec 2021
Contributed by Lukas
Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room...
Follow Up Friday - Which Coaching Program Should I Join?
10 Dec 2021
Contributed by Lukas
Four action items to get you on the right track with personal development. https://bit.ly/3ElVZOr
Tips from the Trenches - Performance
08 Dec 2021
Contributed by Lukas
How to make sure you're giving it your all in every meeting—even during surge. https://bit.ly/3Ed9fVj
Which Coaching Program Should I Join? [Episode 132]
06 Dec 2021
Contributed by Lukas
Matthew and Micah have spoken in depth about surrounding yourself with and learning from people who are at a point in their career that you want to ge...
Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis
01 Dec 2021
Contributed by Lukas
Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches. https://bit.ly/3oYjzKq
Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis
24 Nov 2021
Contributed by Lukas
Learn why all clients are not necessarily good clients. https://bit.ly/3Ft0qXF
Follow Up Friday - Surge Meetings Can't Work
19 Nov 2021
Contributed by Lukas
Action items to help you implement surge meetings. https://bit.ly/3qxMho8
Tips from the Trenches - To Delegate or Not To Delegate
17 Nov 2021
Contributed by Lukas
How to balance delegating tasks with doing the work that YOU need to be doing. https://bit.ly/3C3WJ8W
Surge Meetings Can't Work [Episode 131]
15 Nov 2021
Contributed by Lukas
If you're like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, havi...
Follow Up Friday - What Did You Read This Month?
12 Nov 2021
Contributed by Lukas
Action items for staying on top of your personal development. https://bit.ly/3qeeQqn
Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis
10 Nov 2021
Contributed by Lukas
Hear a snippet from Matthew's book, Delivering Massive Value. https://bit.ly/3jZG2oX
What Did You Read This Month? [Episode 130]
08 Nov 2021
Contributed by Lukas
When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they...
Follow Up Friday - Client Graduation
05 Nov 2021
Contributed by Lukas
Three action items to help ensure you only serve your ideal clients. https://bit.ly/3vUxMLG
Tips from the Trenches - Team Training
03 Nov 2021
Contributed by Lukas
Important considerations for keeping your team at the top of their game. https://bit.ly/2ZsUfDi
Client Graduation [Episode 129]
01 Nov 2021
Contributed by Lukas
The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice....
Reading Time with Jarvis - The Bet by Paul Sabin
27 Oct 2021
Contributed by Lukas
Get key takeaways from one of Matthew's favorite books. https://bit.ly/2ZbXdwk
Follow Up Friday - How Do I Get Referrals From CPAs?
22 Oct 2021
Contributed by Lukas
What you can do today to put yourself in a better position in regards to tax planning. https://bit.ly/3j6iONy
Tips from the Trenches - Holding Your Value
20 Oct 2021
Contributed by Lukas
How to stick to your guns when it comes to charging what you're worth. https://bit.ly/3BGGwqH
How Do I Get Referrals From CPAs? [Episode 128]
18 Oct 2021
Contributed by Lukas
Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is th...
Follow Up Friday - I'll Do It Later
15 Oct 2021
Contributed by Lukas
Action items to close out the week. https://bit.ly/3Apf5Ag