The Perfect RIA

著者： Matthew Jarvis CFP® & Micah Shilanski CFP®
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  • サマリー

  • 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.
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あらすじ・解説

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.
ビジネス・キャリア 個人ファイナンス 政治・政府 経済学
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エピソード
  • Entitlement vs. Intention

    Entitlement vs. Intention
    2025/01/10

    In this week’s recap, Amber Kuhn highlights the significance of setting intentions for the new year. On Monday, Matt and Micah tackled the delicate balance between the new year's ambitions and business entitlement. While January presents a fresh start for financial advisors, they warned against the dangerous mindset of entitlement that can creep in after achieving success. They emphasized that no advisor is automatically entitled to premium fees or flexible schedules – these perks are earned through intentional business building and consistent value delivery.

    Resources in today's episode:

    - Episode Website
    - What You Are Entitled To In 2025 [Episode 290]
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    5 分
  • What You Are Entitled To In 2025 [Episode 290]

    What You Are Entitled To In 2025 [Episode 290]
    2025/01/06

    In this episode, Matt and Micah kick off 2025 with an episode that's less about champagne toasts and more about making your financial advisory practice pop like a cork. They dive into the art of intention-setting, reminding listeners that success in the financial world isn't served on a silver platter – it's earned through good old-fashioned elbow grease.

    In this candid conversation, they tackle the elephant in the room: the entitlement mindset that's become the silent practice-killer for many advisors. They share their battle-tested wisdom on building sustainable businesses that stand the test of time, emphasizing that client relationships are more than just numbers on a spreadsheet – they're the heartbeat of a thriving practice.

    What You Are Entitled To In 2025 [Episode 290]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    23 分
  • Soft Skills, Hard Truths

    Soft Skills, Hard Truths
    2025/01/03

    In this week’s recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far more about emotional intelligence than technical prowess. In this week’s episode she shares how Matt and Micah unpacked the critical soft skills that transform client interactions from transactional to transformative. The key insight? Technical expertise can actually hinder initial client connections if not balanced with genuine relationship building. The overarching message is clear: successful financial advising is about connection, empathy, and genuine care.

    Resources in today's episode:

    - Episode Website
    - Don’t Worry, I Can Skip The Soft Stuff [Episode 289]
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    6 分

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