The Perfect RIA

By: Matthew Jarvis CFP® & Micah Shilanski CFP®
  • Summary

  • 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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Episodes
  • Leveling Up Leadership and Letting Go of Limits
    Nov 22 2024

    In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to focus on higher-level tasks. The discussion also addressed the all-too-relatable "head trash" that can hold advisors back from fully embracing delegation and the importance of letting go of the need for perfection.

    On Thursday, Jamie shared her sage advice on navigating the challenging transition from growth to freedom as an advisor. She emphasized the need to carefully curate your social circle, cutting ties with those who may feel entitled to your success. Jamie also stressed the value of giving team members the skills to have difficult conversations rather than shielding them from hard truths. It's in those moments of discomfort, she argues, that true growth can occur.

    Resources in today's episode:

    - Episode Website
    - Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283]
    - Whose Table Do You Want a Seat At?

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    7 mins
  • Whose Table Do You Want a Seat At?
    Nov 21 2024

    In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly in the context of professional success and emotional intelligence. Jamie delves into the challenges of balancing work and family life, especially during intense 'surge' periods, and reflects on the changes in relationships and social dynamics that accompany the journey from personal freedom to building an empire. She advocates for a 'no BS' culture in professional settings, where open feedback and accountability thrive, and leaders push their team members towards greatness.

    Whose Table Do You Want a Seat At?

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    49 mins
  • Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283]
    Nov 18 2024

    In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and efficiency. The discussion explores the unique needs of financial advisors when hiring virtual assistants, offering practical tips for effective delegation and the importance of empowering team members. Lisa encourages viewing delegation as an opportunity for growth and emphasizes the significance of understanding the value of one's time. The conversation also addresses the challenges in delegation, managing turnover, and the crucial importance of documenting processes to ensure seamless transitions, highlighting that mistakes are inevitable, but how we handle them truly matters.

    Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283]

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Lisa Seal: Website | LinkedIn
    -Text RIA to 55123 to get a copy of BELAY’s guide to delegation

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    30 mins

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