The Perfect RIA Podcast Por Matthew Jarvis CFP® & Micah Shilanski CFP® arte de portada

The Perfect RIA

The Perfect RIA

De: Matthew Jarvis CFP® & Micah Shilanski CFP®
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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.2024 by The Perfect RIA. All rights reserved. Economía Finanzas Personales Política y Gobierno
Episodios
  • Encore Episode: What Are Prospects ACTUALLY Saying

    Encore Episode: What Are Prospects ACTUALLY Saying
    Jul 18 2025

    In this encore episode Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They’re sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they’re reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation.

    Encore Episode: What Are Prospects ACTUALLY Saying

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    26 m
  • The M&A Playbook for Financial Advisors with Ted Jenkin

    The M&A Playbook for Financial Advisors with Ted Jenkin
    Jul 17 2025

    In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore strategies for advisors to retain assets under management (AUM) by positioning themselves as essential partners in the M&A process. The conversation covers the nuances of business valuation, effective marketing strategies, negotiation tactics, and the significance of cultural fit in client relationships. Ted shares valuable insights on how advisors can add value to their practices and navigate the complexities of business sales, emphasizing the need for expertise and strategic partnerships.

    The M&A Playbook for Financial Advisors with Ted Jenkin

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Ted Jenkin: LinkedIn | Website
    - Get your practice valuation here
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    28 m
  • Prospecting That Works [Episode 317]

    Prospecting That Works [Episode 317]
    Jul 14 2025

    In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of personal experience in financial advising and the need for advisors to believe in their value.

    Prospecting That Works [Episode 317]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    Más Menos
    26 m
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While being full of powerful content I love the witty banter that is shared between you guys. Always fun!

The Gilmore girls of finance

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