The Perfect RIA
Episodes
Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss
21 Oct 2020
Contributed by Lukas
https://bit.ly/33Beaj7
When Clients Don't Transfer Assets [Episode 92]
19 Oct 2020
Contributed by Lukas
Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you're reall...
Reading Time with Jarvis - Love and Logic for Advisors
14 Oct 2020
Contributed by Lukas
https://bit.ly/33hmIvy
Implementing Surge Meetings with Taylor Schulte
12 Oct 2020
Contributed by Lukas
Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years...
Tips from the Trenches - Guided Discovery
07 Oct 2020
Contributed by Lukas
https://bit.ly/3mQI4ro
Why Isn't This Working? [Episode 91]
05 Oct 2020
Contributed by Lukas
Very often, it takes failure to learn the necessary lessons—and multiple no's to reach the right yes. Micah and Matthew have both gone through their...
Reading Time with Jarvis - Lessons from Jocko
23 Sep 2020
Contributed by Lukas
https://bit.ly/2R9v5Ct
When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]
21 Sep 2020
Contributed by Lukas
After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn't waste his tim...
Tips from the Trenches - Work Life Balance
16 Sep 2020
Contributed by Lukas
https://bit.ly/3hHrRB0
Am I Charging Too Much?!? [Episode 89]
14 Sep 2020
Contributed by Lukas
What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decid...
Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning
09 Sep 2020
Contributed by Lukas
https://bit.ly/31pOVPV
How Do I Fire A Client? [Episode 88]
07 Sep 2020
Contributed by Lukas
We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So toda...
Tips from the Trenches - PPP
19 Aug 2020
Contributed by Lukas
https://bit.ly/3axvI1n
What Are My Prospects Thinking About… [Episode 87]
17 Aug 2020
Contributed by Lukas
One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due...
Tips from the Trenches - Making Assumptions
12 Aug 2020
Contributed by Lukas
https://bit.ly/2DI9jlY
Am I A Good Enough Advisor? [Episode 86]
10 Aug 2020
Contributed by Lukas
Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your pri...
I Screwed Up. Now What? [Episode 85]
03 Aug 2020
Contributed by Lukas
Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you've probably made your fair share. And the truth ...
5 Delegation Mistakes [Episode 84]
17 Jul 2020
Contributed by Lukas
What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourse...
Is Lifestyle Code for Lazy? [Episode 83]
10 Jul 2020
Contributed by Lukas
In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it's easy to get defensiv...
Taxes Part 2 [Episode 82]
03 Jul 2020
Contributed by Lukas
Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax re...
The Rosetta Stone to Delivering Massive Value [Episode 81]
19 Jun 2020
Contributed by Lukas
Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in reti...
Go To Work Naked [Episode 80]
12 Jun 2020
Contributed by Lukas
We've all heard the phrase "dressing for success," but do you really believe that how you dress matters? If your answer is no—or if you're on the fe...
With Guest John Barron [Episode 79]
05 Jun 2020
Contributed by Lukas
Hearing rejection time and time again can be a soul-crushing experience. In today's episode, business coach John Barron stops by to share his approach...
I HATE Matt & Micah [Episode 78]
22 May 2020
Contributed by Lukas
When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? ...
Surge Meetings [Episode 77]
15 May 2020
Contributed by Lukas
Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a...
LTC Planning [Episode 76]
08 May 2020
Contributed by Lukas
Today's topic is one that can be a bit of a hot button, but it's something that needs to be discussed: long-term care. In this episode, Matthew and Mi...
Fee Compression My ________ [Episode 75]
01 May 2020
Contributed by Lukas
There's a lot of misinformation and confusion circulating right now, and Matthew and Micah are here to set the record straight. They are pretty fired ...
When YOU Haven't Demonstrated Value [Episode 74]
17 Apr 2020
Contributed by Lukas
Sitting down with a potential client who is reluctant or doesn't see your value from the start is something that can mess with you if you don't have a...
Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
10 Apr 2020
Contributed by Lukas
Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will s...
Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]
03 Apr 2020
Contributed by Lukas
Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podc...
Head Trash with Coach Joe Lukacs [Episode 71]
27 Mar 2020
Contributed by Lukas
This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you're in a good headspace that will allow you to effect...
Lessons from the Slopes [Episode 70]
20 Mar 2020
Contributed by Lukas
Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. F...
Corona Virus [Episode 69]
13 Mar 2020
Contributed by Lukas
When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them fe...
Team Work Makes the Dream Work [Episode 68]
06 Mar 2020
Contributed by Lukas
Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen ...
Getting the First Appointment - Part 2 [Episode 67]
21 Feb 2020
Contributed by Lukas
Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, toda...
Getting Past the First Prospect Meeting [Episode 66]
14 Feb 2020
Contributed by Lukas
Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk...
Real Estate and the Secure Act [Episode 65]
07 Feb 2020
Contributed by Lukas
Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a simple...
RMD Value Adds [Episode 64]
31 Jan 2020
Contributed by Lukas
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, ...
Million Dollar Ideas Are Worthless [Episode 63]
24 Jan 2020
Contributed by Lukas
Advisors get stuck on great ideas all the time. What's so bad about great ideas? Today Matt and Micah are going to share why these so-called "million ...
Beating The Markets [Episode 62]
17 Jan 2020
Contributed by Lukas
Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investm...
Distributions While Out of Office [Episode 61]
10 Jan 2020
Contributed by Lukas
When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TP...
It's A New Year [Episode 60]
03 Jan 2020
Contributed by Lukas
As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a cha...
Increasing Massive Value [Episode 59]
27 Dec 2019
Contributed by Lukas
Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So...
How to Choose a Coaching Program [Episode 58]
20 Dec 2019
Contributed by Lukas
Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this e...
Managing Distractions [Episode 57]
13 Dec 2019
Contributed by Lukas
The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and...
Business Planning [Episode 56]
06 Dec 2019
Contributed by Lukas
As 2020 approaches, it's important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to...
Measure the Real Stuff [Episode 55]
29 Nov 2019
Contributed by Lukas
As the new year approaches, it's easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah wil...
Do I Need A Coach? [Episode 54]
22 Nov 2019
Contributed by Lukas
Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himse...
Working On Your Business, In Your Business, and With Your Business [Episode 53]
15 Nov 2019
Contributed by Lukas
Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in you...
Massive Value - Investments [Episode 52]
08 Nov 2019
Contributed by Lukas
A lot of advisors see investments as a sore spot in their practices, but it doesn't have to be that way. Today Micah and Matt are going to talk about ...
Is This You? [Episode 51]
31 Oct 2019
Contributed by Lukas
All entrepreneurs make mistakes sometimes, so today Micah and Matt are discussing what to do if you make an error in your practice. They will share ex...
How To Get Ready For A 3 Month Vacation [Episode 50]
25 Oct 2019
Contributed by Lukas
There's a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that differenc...
Running a Virtual Team [Episode 49]
18 Oct 2019
Contributed by Lukas
How do you run a virtual team? Today Jamie Shilanski (Micah's sister) joins the show to share how she does such a phenomenal job managing a virtual of...
Surge Week - How to Add Value to Your Meetings [Episode 48]
11 Oct 2019
Contributed by Lukas
Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your c...
Is This Marketing? [Episode 47]
04 Oct 2019
Contributed by Lukas
Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and not just for the heck of it. T...
Making It Look Easy [Episode 46]
27 Sep 2019
Contributed by Lukas
Many people look at the way others run big businesses and think, "I can do that, it looks so easy!" Is it truly that easy to start up and run your own...
Family Time [Episode 45]
20 Sep 2019
Contributed by Lukas
Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitab...
Mailbag [Episode 44]
13 Sep 2019
Contributed by Lukas
Micah and Matt are back with another mailbag episode answering your questions! Today they share tips and tricks for building your firm and providing m...
Effective Delegation - with Gina Cotner [Episode 43]
06 Sep 2019
Contributed by Lukas
As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for the important things? Today the...
Getting Your TEAM On Board [Episode 42]
30 Aug 2019
Contributed by Lukas
When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board...
Massive Value - Fees [Episode 41]
23 Aug 2019
Contributed by Lukas
Today Micah and Matt are breaking down fees and how much you should be charging your clients. While there is no perfect way to set a fee and no ideal ...
Networking: The Good, The Bad, The Ugly [Episode 40]
16 Aug 2019
Contributed by Lukas
There's a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain ...
Mailbag [Episode 39]
09 Aug 2019
Contributed by Lukas
Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure yo...
Bad Ideas [Episode 38]
02 Aug 2019
Contributed by Lukas
Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when...
Compliance [Episode 37]
26 Jul 2019
Contributed by Lukas
Although many people complain about compliance and see it as a burden, this episode is all about changing your attitude so you start to see it as an o...
Mid Quarter Review [Episode 36]
19 Jul 2019
Contributed by Lukas
Today Matt and Micah discuss the importance of tracking your numbers. While doing his mid-year review, Matt found that he had come in lower in hours t...
Staffing - How to Hire the RIGHT Person [Episode 35]
12 Jul 2019
Contributed by Lukas
How do you know if it's time to hire a new employee? And how can you be sure that employee will fit in and become a valuable part of your team instead...
Ground Zero Prospecting [Episode 34]
05 Jul 2019
Contributed by Lukas
It can be really hard to know where to begin when you're building your practice from the ground up, so today's episode covers the basics on how to sta...
Mailbag [Episode 33]
28 Jun 2019
Contributed by Lukas
This episode is dedicated to opening up that mailbag and answering your questions. Many listeners asked about how Matt and Micah set up calls, meeting...
Marketing Mistakes & How to Avoid Them [Episode 32]
21 Jun 2019
Contributed by Lukas
If you think Matt and Micah's journeys to building successful practices were easy, think again. They made just about every mistake along the way, and ...
Staffing [Episode 31]
14 Jun 2019
Contributed by Lukas
Regardless of the company, staffing issues happen, and it's up to us as leaders to investigate these problems with a curious mindset. In this episode,...
Profitability [Episode 30]
07 Jun 2019
Contributed by Lukas
When it comes to generating positive revenue, it's easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into...
How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
31 May 2019
Contributed by Lukas
Adding valuable services to your practice that benefit your clients is simple, but in order for things to run smoothly, it's important to understand t...
How to Provide High-Value Services - with Ed Slott [Episode 28]
24 May 2019
Contributed by Lukas
What does it take to provide true value to your clients? Today we have financial expert and advisor Ed Slott on the show to answer that question and ...
Stop Lying to Yourself [Episode 27]
17 May 2019
Contributed by Lukas
There's something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It's easy to inflate the numbers in you...
Appointments Outside of the Surge [Episode 26]
10 May 2019
Contributed by Lukas
When it comes to client meetings, we've talked a lot about why grouping appointments is beneficial to you, your team, and the people you serve. But wh...
Luck of the Draw [Episode 25]
03 May 2019
Contributed by Lukas
Too often, people hang onto the idea that anyone who is successful must be lucky. Worse yet, those same people decide that a similar type of success i...
Let's Talk About Taxes! Part 2 [Episode 24]
26 Apr 2019
Contributed by Lukas
Key Links [Link Needed for QCD/Tax preparation document Report that Matthew generates for clients. He references that if someone emails Colleen, we c...
Let's Talk About Taxes! [Episode 23]
12 Apr 2019
Contributed by Lukas
Key Links Micah's appearance on Michael Kitces' podcast: Adapting the 4-hour work week ---- Matthew and Micah are of the opinion that an expertise ...
To Fee, or Not to Fee? [Episode 22]
29 Mar 2019
Contributed by Lukas
Key Links Micah's appearance on Michael Kitces' podcast: Adapting the 4-hour work week Joe Lukacs' website: http://practicepower.net/ ---- Some com...
Account Minimums as a Metric for Finding Ideal Clients [Episode 21]
15 Mar 2019
Contributed by Lukas
Every advisor doesn't necessarily need to establish a clear-cut account minimum for their clients. In fact, Micah Shilanski doesn't have one in his pr...
Tips to Maximize Your Return on Time [Episode 20]
01 Mar 2019
Contributed by Lukas
Key Links Book that Micah references: Digital Minimalism by Cal Newport Time blocking series by Matt and Micah: https://theperfectria.com/time-block...
Stop Pretending to Work [Episode 19]
15 Feb 2019
Contributed by Lukas
Key Links Book referenced in this episode: Eat That Frog! by Brian Tracy ---- Matt and Micah are tired of well-worn assumptions about advising. In ...
Talking Points for True Communication with Clients [Episode 18]
01 Feb 2019
Contributed by Lukas
Key Links Books referenced in the episode: Extreme Ownership || The Dichotomy of Leadership by Jocko Willink and Leif Babin The Five Love Langua...
Coaching Your Clients Off the Ledge [Episode 17]
18 Jan 2019
Contributed by Lukas
The Perfect RIA hosts have a few action items for delicately dealing with clients during rough financial climates and circumstances. [#1 Let Clients F...
5 Business Lessons Learned From Disney World [Episode 16]
04 Jan 2019
Contributed by Lukas
Although Matt and Micah realize that vacation is a time for much needed R&R, they couldn't help but notice the strong business practices of Disney dur...
Confessions of a Wholesaler [Episode 15]
21 Dec 2018
Contributed by Lukas
The content of this episode is anchored in 3 necessary traits for effective financial advising. In addition, Michael provides action items for better ...
When, Why, and How to Fire a Client [Episode 14]
07 Dec 2018
Contributed by Lukas
Let's face it; sometimes partnerships sour. In all vocations, all industries, differences arise between individuals. And for something as valuable as ...
A Roadmap for a Value-Driven Financial Plan [Episode 13]
23 Nov 2018
Contributed by Lukas
Key Links Episode 5: Always Take the High Road -------------------- Financial Planning Software is scrutinized in this episode. But right away, Matt...
Realistic Ruminations on Broker-Dealers [Episode 12]
09 Nov 2018
Contributed by Lukas
This episode is, as the title suggests, all about broker-dealers. And more specifically, Matt and Micah draw from personal experience to allow listene...
Coach Joe Lukacs Revisited [Episode 11]
26 Oct 2018
Contributed by Lukas
Key Links Magellan MasterMind & Network: Page The financial advising program that Matt references: Academy of Preferred Advisors -----------------...
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
12 Oct 2018
Contributed by Lukas
Key Links The financial advising program that Matt references: Academy of Preferred Advisors Joe's free program: PracticePower International Performa...
Don't Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
28 Sep 2018
Contributed by Lukas
Key Links The 'Sleep On It' Jarvis Financial Process Carl Richards Book on the One-Page Financial Plan -------------------- Most financial planners...
The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]
14 Sep 2018
Contributed by Lukas
To start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to il...
The Art of Prospecting & Time-Blocking [Episode 7]
03 Sep 2018
Contributed by Lukas
Key links Episode 2 (featuring Gina Cotner) of The Perfect RIA Gina Cotner's website for virtual assistants: Athena Executive Services The financial...
A Primer for Determining Your Fee Schedule [Episode 6]
17 Aug 2018
Contributed by Lukas
Key Links Math Diagram -------------------------------------- As the title states, this episode is all about determining a fee schedule for clients...
Always Take the High Road [Episode 5]
10 Aug 2018
Contributed by Lukas
Key Links Book Referenced by Matt and Micah: Selling the Invisible ---------- "It takes 20 years to build a reputation and five minutes to ruin it."...
Systems, Perspectives, and Procrastination: Business Coach John Barron's Advice for Entrepreneurs [Episode 4]
03 Aug 2018
Contributed by Lukas
Key Links John Barron's LinkedIn profile --------------------------------------- In this episode, John Barron shares the importance of replacing old...
The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
27 Jul 2018
Contributed by Lukas
Key Links Carl Richard's Website Malcolm Gladwell book which profiles Tom Gau: The Tipping Point --------------------------------------- During the ...
Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
20 Jul 2018
Contributed by Lukas
Key Links Athena Executive Services | Website | Facebook Page --------------------------------------- In this installment of the Perfect RIA po...