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.
    Show More Show Less
Episodes
  • Power Moves: Smart Business Planning and Savvy Hiring
    Nov 8 2024

    In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top talent.

    On Monday, Matt and Micah emphasized that delivering massive value doesn't happen by chance. They advocated for dedicated business planning sessions that involve four key areas: analyzing current performance with accurate data, setting short and long-term goals, aligning these goals with your ideal life vision, and establishing measurable action steps.

    On Thursday, Jamie offered a fresh perspective on hiring in today's competitive job market. She suggested creating a thorough hiring process to identify candidates truly invested in a career change rather than just seeking a job. Jamie provided valuable information on the roles she's consistently hiring for and shared insights on compensation ranges for various positions, from entry-level to senior roles.

    Resources in today's episode:

    - Episode Website
    - A Failure to Plan is a Plan to Fail [Episode 281]
    - What Are We Paying Employees?

    Show More Show Less
    8 mins
  • What Are We Paying Employees?
    Nov 7 2024

    In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in unexpected places. But it's not just about getting top talent through the door - it's about keeping them from walking out.

    Transparency takes center stage as Jamie makes a compelling case for open compensation talks. She argues that laying all the cards on the table isn't just fair play; it's a great plan for building unshakeable trust with your team.

    What Are We Paying Employees?

    Resources in today's episode:

    - Janine Driver
    - Ritz Carlton Training
    - Udemy
    - Dale Carnegie Training

    Show More Show Less
    38 mins
  • A Failure to Plan is a Plan to Fail [Episode 281]
    Nov 4 2024

    In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're headed, arguing that this clarity is the compass for any successful journey in finance.

    Matt and Micah also emphasize aligning your professional goals with your dream lifestyle because what's the point of success if you're not living your best life? They advocate for measuring progress with actionable metrics and creating a game plan that turns lofty ambitions into tangible results. Their message is clear: in the fast-paced world of financial advising, standing still is moving backward.

    A Failure to Plan is a Plan to Fail [Episode 281]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn

    Show More Show Less
    29 mins

What listeners say about The Perfect RIA

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.