Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

The Perfect RIA

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اضافه شده در six سال پیش

محتوای ارائه شده توسط Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

State Secrets: Inside The Making Of The Electric State

1
The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

۸ weeks پیش21:04

پخش در آینده

لیست ها

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دوست داشته شد

21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

حدود یک سال پیش 35:26

MP3•خانه قسمت

In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field.

Andree emphasizes the critical importance of strategic planning, urging advisors to dedicate a full 30% of their time to activities that propel them toward their goals. She shares insider tips on guarding your precious time and finding the perfect accountability partner to keep you on track.

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Andree Mohr: Website | LinkedIn - The Complexity Curve with Guest Paul Saganey - Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey - Kitces Interview: Building CPA Alliances To Reach A More Affluent Clientele To Serve, With Paul Saganey - Center Stage: How to Become the Star of Your Practice - Connelly Ruling - The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience

804 قسمت

#Trading #Business News #Business #Financialadvisor #Financialplanner #Growmypractice #Matthew Jarvis & Micah Shilanski #Matthew Jarvis #Micah Shilanski #News #RIA

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

The Perfect RIA

21 subscribers

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

Resources in today's episode:

804 قسمت

#Trading #Business News #Business #Financialadvisor #Financialplanner #Growmypractice #Matthew Jarvis & Micah Shilanski #Matthew Jarvis #Micah Shilanski #News #RIA

همه قسمت ها

The Perfect RIA

1
Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] 29:34

1 day پیش29:34

29:34

In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the importance of streamlined licensing and paperwork. The conversation also highlights the ongoing support provided to advisors and the common challenges they face in the annuity process. Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Brian Smith - LinkedIn | Website - William Wade - LinkedIn | Website - theperfectria.com/fia…

The Perfect RIA

1
Relationship Currency: Converting Cash Flow Conversations into Client Loyalty 7:29

۴ روز پیش7:29

7:29

In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth. On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments when clients recognize your impact. Those testimonials become psychological lifelines during those inevitable days when you question your contributions. Micah shared a powerful dinner conversation where a client confessed they couldn't have survived life's darkest moments without him a reminder that what feels like everyday work to you can be profoundly transformative for clients. The conversation flowed into cashflow planning as a cornerstone value-add. As the guys emphasized, cash flow is the heartbeat of retirement, influencing every decision, and value-adds aren't just services they're the building blocks of client relationships that can last decades. Resources in today's episode: - Episode Website - Value Beyond The Meeting [Episode 305]…

The Perfect RIA

1
Value Beyond The Meeting [Episode 305] 25:48

۸ روز پیش25:48

25:48

In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance of cash flow conversations, and leveraging your own financial journey to build unshakeable client confidence. They unpack the emotional dimensions of money management while emphasizing that broad-stroke cash flow planning trumps tedious line-item budgeting every time. Throughout their conversation, they reveal how strategic accountability keeps clients engaged and on track toward their financial goals, ultimately transforming the advisor-client relationship. Value Beyond The Meeting [Episode 305] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn…

The Perfect RIA

1
The Value-Add Ladder and Exit Strategies of the Ultra-Successful 8:06

11 روز پیش8:06

8:06

In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass on value-add services that'll have you rethinking your client relationships faster than you can say "fiduciary responsibility." They dove into the art of creating one-page documents that showcase your value to clients while somehow managing to keep themselves to just one page each. They ranked these value-adds from "you should be doing this yesterday" to "this might require its own dedicated team.” Remember the "dishwasher rule"? These value-adds aren't just services—they're tangible evidence of the value you're providing. In Thursday's bonus episode, Matt spoke with Scott DiGiammarino from JPTD Partners. Scott shared that with over 40 deals in the past year, his clients see valuations at double or triple the industry norm. For advisors thinking selling means retiring to a beach somewhere, Scott dispelled the myth that sellers have to exit completely. In fact, buyers (particularly those private equity firms) prefer you stick around to keep growing the business—they just want a piece of that lucrative pie. The takeaway from both episodes? Whether you're building value through client services or preparing to cash in on the practice you've built, being proactive, strategic, and clear about your vision is non-negotiable. Resources in today's episode: - Episode Website - Ranking Value Adds: Easy Wins and Game Changers [Episode 304] - Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino…

The Perfect RIA

1
Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino 32:16

12 روز پیش32:16

32:16

In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to unprecedented heights—often doubling previous appraisals. They dive into the minds of today's buyers, revealing that the landscape is dominated by private equity firms operating as either integrators or aggregators, each with distinct approaches to acquisitions. Contrary to popular belief, many advisors selling practices aren't ready for retirement rocking chairs. Instead, they're often younger professionals seeking new opportunities while remaining involved post-sale—a critical factor for both the advisor's peace of mind and the buyer's return on investment. They explore the emotional rollercoaster of selling a practice built over decades, with many advisors discovering that the M&A process itself brings unexpected clarity about their true priorities. Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino: Website | LinkedIn - Get your practice valuation here…

The Perfect RIA

1
Ranking Value Adds: Easy Wins and Game Changers [Episode 304] 26:00

15 روز پیش26:00

26:00

In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to complex - where it might require a few extra cups of coffee. They reveal how these reports can transform client comprehension from confused head-scratching to confident nods of approval. The conversation ventures through the often-neglected territory of survivor income planning, the delicate art of long-term care discussions, and the absolute necessity of keeping beneficiary information current. Their message is crystal clear: implement one value add per quarter, start small, and watch your practice transform. Ranking Value Adds: Easy Wins and Game Changers [Episode 304] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn…

The Perfect RIA

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Navigating Compliance and Cash Flow: The S-Corp Edition 4:58

18 روز پیش4:58

4:58

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for financial advisors. Catherine challenged advisors to move beyond the simple question of "Should I become an S-corp?" and instead dive deeper into the strategic considerations. Matt and Catherine both underscored an essential truth: While there's no magic tax bullet, proactive planning can significantly optimize an advisor's financial growth. Resources in today's episode: - Episode Website - The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]…

The Perfect RIA

1
The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303] 25:58

22 روز پیش25:58

25:58

In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts through the complexity of S-Corp structures and tax planning, offering practical wisdom for professionals looking to optimize their financial approach. Catherine brings her expertise to the forefront, challenging traditional thinking about retirement planning and business investment. The discussion reveals how financial advisors can make more strategic decisions about compensation, business structure, and tax optimization. Rather than following conventional wisdom, they explore how reinvesting in one's business can potentially create more value than standard retirement contributions. Matt and Cathering dive into critical areas often overlooked by financial professionals, including the nuances of reasonable compensation, the importance of meticulous documentation, and the strategic implications of different income sources. The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Catherine Tindall, CPA: LinkedIn | Website - Fleischer Case…

The Perfect RIA

1
The Art of Firing Clients 5:49

25 روز پیش5:49

5:49

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Micah about one of the most challenging aspects of running a financial advisory practice: knowing when—and how—to fire clients. The episode dove into practical strategies for managing client expectations, beginning with establishing clear communication policies. When clients challenge advice, it often signals that the advisor hasn't communicated effectively. However, when clients repeatedly refuse to follow critical advice that could "blow up the financial plan," advisors may need to consider whether the relationship remains viable. Resources in today's episode: - Episode Website - Why Or When To Fire A Client [Episode 302]…

The Perfect RIA

1
Why Or When To Fire A Client [Episode 302] 27:35

29 روز پیش27:35

27:35

In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They challenge the very notion that advisors can simply "fire" clients, arguing instead that you must first earn that right through consistent value delivery. They explore the fascinating psychology behind client-advisor tensions, revealing how unmet expectations are at the root of most relationship breakdowns. "All disappointment," they remind us, "comes when expectations collide with reality." They offer a nuanced take on distinguishing between clients who question advice (healthy) versus those who consistently ignore it (problematic). Matt and Micah share practical wisdom on establishing non-negotiable boundaries, implementing clear communication policies, and protecting your team from energy-draining client dynamics. They walk through the graduation process with empathy, emphasizing that even termination conversations should be handled with value and professionalism. Why Or When To Fire A Client [Episode 302] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn…

The Perfect RIA

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The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle 6:10

۵ weeks پیش6:10

6:10

In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a reality check every advisor needs—your books might be messier than you think, and that could mean big trouble. However, delegation isn’t just to stay compliant but to also save time, money, and sanity. Doing your own books is probably costing you way more than you think so the math is simple: if outsourcing bookkeeping gives you back precious time to focus on revenue-generating work, why are you still DIY-ing it? Resources in today's episode: - Episode Website - Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]…

The Perfect RIA

1
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301] 29:41

۵ weeks پیش29:41

29:41

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice. The conversation reveals the psychological tug-of-war many advisors experience—feeling they should handle their own books while simultaneously drowning in tasks that pull them away from revenue-generating activities. Duff expertly dismantles common objections around security concerns and the "I can do it myself" mentality that keeps advisors chained to QuickBooks instead of meeting with clients. From the initial investment in training to the exponential returns of reclaimed time and reduced stress, Matt and Duff make a compelling case that professional bookkeeping isn't just an expense—it's a strategic growth decision. As they note, once advisors taste the freedom of delegation, they rarely turn back. Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301] Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Duff Tucker: LinkedIn | Website - Text RIA to 55123 to access BELAY’s resources on delegation and to connect for your free delegation consultation.…

The Perfect RIA

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Culture, Clients, and Complementary Skills 5:22

۶ weeks پیش5:22

5:22

In this week's Follow Up Friday, Amber Kuhn highlights succession planning and the lessons learned from a successful merger. On Monday, Matt sat down with Jenny Martella from Modera, who shared her remarkable journey of growing her advisory firm from $19 million to $250 million before joining a larger organization. Jenny reflected on the key lessons from her career, emphasizing that success comes through meaningful connections. When developing her succession plan, maintaining client experience quality remained her top priority. Jenny emphasizes that finding the right cultural fit was crucial in their decision to join Modera, where shared values, respectful treatment of colleagues, and assumptions of positive intent aligned with their own philosophy. She notes that this culture-first approach continues today, with team meetings regularly highlighting values in practice. Resources in today's episode: - Episode Website - The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]…

The Perfect RIA

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The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300] 28:02

۶ weeks پیش28:02

28:02

In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250 million before joining Modera is nothing short of inspirational. Jenny shares wisdom that goes beyond numbers, revealing how meaningful connections shaped her success story. She unpacks the secret of effective succession planning (hint: it's not just about retirement) and why creating the right firm culture can make or break your practice. Jenny offers refreshing insights on why women advisors bring distinctive strengths to the table that boost bottom lines and how finding your niche can transform casual prospects into devoted clients. The conversation weaves through practical advice on building leadership teams, embracing mentorship, and staying "bus ready" to protect client interests. Perhaps most compelling is Jenny's philosophy that when your team thrives, your clients flourish – suggesting that the path to profitability might be paved with purpose rather than just profit margins. The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300] Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Jenny Martella: LinkedIn | Website…

The Perfect RIA

1
Financial Undressing: What Your Practice Valuation is Really Wearing 8:25

۷ weeks پیش8:25

8:25

In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world. Monday's episode featured Matt and Micah reflecting on insights from their recent mastermind event, where "financial undressing" revealed a fundamental truth: no two practices are alike. They challenged advisors to abandon the "I'm the best" mentality, warning that pride creates a dangerous blind spot. Instead, they advocate seeking out advisors who are achieving superior results and learning from their approaches—while still maintaining a critical eye for those who might be all talk with little substance to back up their claims. The week's bonus episode featured Ted Jenkin from JPTD joining Matt to cut through the noise in the M&A space. Ted highlighted a common pitfall: advisors often lack the market context to properly evaluate deals, potentially leaving money on the table. He emphasized that beneath splashy headlines about practice valuations lie complex deal structures that demand specialized knowledge. Resources in today's episode: - Episode Website - You’re Not Taylor Swift [Episode 299] - Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin…

The Perfect RIA

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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin 29:25

۷ weeks پیش29:25

29:25

In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the financial advisory industry. They expose the gap between self-proclaimed M&A "experts" and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a mediocre deal into a goldmine—and why having a professional negotiator in your corner might be the best investment you'll ever make. They tackle the uncomfortable truth that many advisors don't actually know their practice's real revenue numbers (hint: it's probably not what you think). Matt and Ted also challenge the common wisdom of waiting until reaching a specific size before selling, warning that this "someday" strategy could leave you with nothing but regrets and missed opportunities and reveal that many financial advisors are missing a crucial opportunity to add value during their clients' business sales—a process that's far more complex and emotionally charged than most realize. Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Ted Jenkin: LinkedIn | Website - Get your practice valuation here…

The Perfect RIA

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You’re Not Taylor Swift [Episode 299] 22:42

۷ weeks پیش22:42

22:42

In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterheads need it. The duo dives into the ecosystem of advisory practices (spoiler alert: not all are created equal) and unpacks the sometimes brutal realities of mergers and acquisitions. Whether your practice is a boutique operation or an industry behemoth, Micah and Matthew insist there's always something to learn from your peers—even if that something is "what not to do." They warn against the "know-it-all" syndrome that plagues many successful advisors and explain why understanding your practice's true value is essential before you start dreaming about that yacht-worthy exit strategy. Plus, they remind us that clients don't care about your impressive credentials if their experience feels like a trip to the DMV (and we don’t mean Delivering Massive Value). You’re Not Taylor Swift [Episode 299] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Get your practice valuation here…

The Perfect RIA

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The Broken Dealer's Guide to Independence (And When to Stay Put) 5:33

۸ weeks پیش5:33

5:33

Summary: In this week's Follow Up Friday, Amber Kuhn highlights one advisor’s journey going independent. On Monday, Matthew Jarvis welcomed Carmine Corino, CEO of Cornerstone Planning Group and author of the Amazon bestseller "Broken Dealer." Their conversation dove deep into the complexities of transitioning from traditional broker-dealer channels to independence in the financial advisory world. The discussion offered crucial insights for advisors contemplating independence and an inquiry that can serve as a compass for advisors evaluating their current situation, regardless of their channel. Resources in today's episode: - Episode Website - The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]…

The Perfect RIA

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The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298] 28:07

۸ weeks پیش28:07

28:07

Summary: Ever wonder what happens when a seasoned financial advisor finally breaks free from the broker-dealer world? In this episode of the Perfect RIA podcast, Matthew Jarvis interviews Carmine Corino, author of 'Broken Dealer' and CEO of Cornerstone Planning Group. Carmine shares his compelling transition from the broker-dealer world to founding his own RIA, offering a candid look at the challenges and revelations that shaped his journey. The conversation reveals how a 21-year career path, culminating in an enlightening 19-day safari with his family, led Carmine to reassess his professional relationships and ultimately choose independence. Through their discussion, they explore the often-overlooked realities of recruiting incentives, the growing influence of private equity in the advisory space, and the true meaning of loyalty in business relationships. The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Carmine Corino: Website | LinkedIn | Broken Dealer Book - Cornerstone Assessment…

The Perfect RIA

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Why Your Value Proposition Matters More Than Your Fee 5:40

۹ weeks پیش5:40

5:40

In this week's Follow Up Friday, Amber Kuhn highlights the ever-present challenge of advisory fees and client perceptions. Matt and Micah emphasized on Monday that the fee conversation isn't just about the percentage – it's about the value delivered. While they acknowledged that a 1% fee might indeed be too high for an advisor who's not actively engaging with clients, they argued that consistent value delivery changes the equation entirely. They stressed the importance of helping prospects understand the complete package of services they're receiving rather than fixating solely on fees and performance metrics. Their message was clear: advisors need to believe in their fee structure and have clear, tangible processes in place to support it. Resources in today's episode: - Episode Website - The Fees Are Only Up Because The Market Is Up… [Episode 297]…

The Perfect RIA

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The Fees Are Only Up Because The Market Is Up… [Episode 297] 25:09

۹ weeks پیش25:09

25:09

In this episode of The Perfect RIA podcast, Matt and Micah tackle the ever-present elephant in the room: advisor fees and the true value behind those dollar signs. They discuss how clients, naturally protective of their hard-earned wealth, often wrestle with the age-old question: "What am I really getting for my money?" Matt and Micah advocate for advisors to own their worth confidently and stress that having a crystal-clear value proposition isn't just nice to have – it's as essential as coffee on a Monday morning. They make a compelling case against the industry's tendency to race to the bottom on pricing. Instead, they champion the art of delivering massive value that makes clients feel like they've struck gold. The Fees Are Only Up Because The Market Is Up… [Episode 297] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn…

The Perfect RIA

1
Goal Setting Gone Right: Stop Faking It, Start Making It 6:24

10 weeks پیش6:24

6:24

In this week's Follow Up Friday, Amber Kuhn recaps an insightful conversation between Matt and executive coach Kristen Burke about the art and science of goal achievement. While many advisors start the year with enthusiasm, that initial energy often wanes as the first quarter progresses. Kristen, drawing from her extensive experience coaching advisors since 2009, revealed that success lies not in attempting wholesale changes but in mastering one goal at a time. She shared four essential characteristics of successful goal achievers while also highlighting the value of having a coach to guide and support individuals in their journey. Resources in today's episode: - Episode Website - From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]…

The Perfect RIA

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From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296] 31:42

10 weeks پیش31:42

31:42

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial advisors' ambitious plans fall short and reveal the key elements that transform good intentions into tangible results. They unpack the four essential pillars of goal achievement: clarity, confidence, courage, and consistency, and share insights on how sustainable success comes from deliberate, incremental progress rather than dramatic overhauls. Kristin introduces her innovative Friday ritual – a practical reflection and planning practice that's helped countless advisors stay on track. She explains how focusing on specific, trackable activities creates a reliable path to reaching larger objectives, replacing the common trap of vague goal-setting with actionable strategies. From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Kristin Burke: Website | LinkedIn - Elite Achievement Podcast: EP 107. Elevate Your Practice: From Financial Strain to Financial Success with Matthew Jarvis…

The Perfect RIA

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Why Two Advisors Decided to Spill Their Secrets 6:19

11 weeks پیش6:19

6:19

In this week's Follow Up Friday, Amber Kuhn highlights the origin story of why Matthew Jarvis and Micah Shilanski started The Perfect RIA. Matt and Micah revealed how the landscape of financial advising was once shrouded in mystery, with successful advisors keeping their strategies close to the chest, and they found themselves navigating through well-meaning but often theoretical advice from people who hadn't actually implemented what they were preaching. After years of trial and error, they discovered that their unconventional approach to running their practices, though criticized by industry standards, was working exceptionally well. Their commitment to transparency and real-world experience led to their first (albeit unreleased) podcast attempt, eventually evolving into the weekly show we know today. The heart of their message centered on the importance of community and the power of shared experience. The Perfect RIA has become more than just a podcast – it's a forcing mechanism for growth and a platform for industry transformation. Resources in today's episode: - Episode Website - Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]…

The Perfect RIA

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Beyond the BS: What Actually Works in Financial Planning [Episode 295 ] 29:00

11 weeks پیش29:00

29:00

In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors everywhere dive into their new year planning, these seasoned pros share what actually drives success in financial planning – and it's not what most Instagram gurus would have you believe. They tackle the real challenges of entrepreneurship in financial services, offering insights that go beyond the typical "top ten tips" you'll find in industry publications. They explore how they've transformed their practices from standard portfolio management shops into businesses that deliver meaningful, life-changing value to clients. The conversation takes an honest turn as they dissect the role of community support and mastermind groups – because, let's face it, sometimes you need someone to tell you when your brilliant idea isn't so brilliant. Drawing from their podcast journey, they offer a reality check on what it really takes to succeed in this industry (hint: it's not another certification). Beyond the BS: What Actually Works in Financial Planning [Episode 295 ] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn…

The Perfect RIA

1
Estate Planning: From Checkbox to Cornerstone 6:10

12 weeks پیش6:10

6:10

In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical importance. On Monday, Micah shared his successful approach of making estate planning the first priority with new clients, emphasizing the value of supporting clients throughout the entire process rather than simply directing them to an attorney. He and Matt stressed the importance of advisors experiencing estate planning firsthand, demonstrating how personal experience can help advisors better relate to and guide their clients. Resources in today's episode: - Episode Website - A Trust Will Solve All My Problems… [Episode 294]…

The Perfect RIA

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A Trust Will Solve All My Problems… [Episode 294] 24:43

12 weeks پیش24:43

24:43

In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mistakenly consider estate planning a simple checkbox task when it actually requires ongoing attention and care. They share invaluable insights from their years of experience, emphasizing that successful financial advisors must actively guide their clients through each step of the estate planning journey. Drawing from their own practices, Matt and Micah discuss the delicate art of managing client expectations, particularly when dealing with complex trust arrangements. They stress the power of personal storytelling, encouraging advisors to share their own estate planning experiences to build authentic connections with clients. They make a compelling case for dedicating specific meetings solely to estate planning rather than treating it as a secondary topic. A Trust Will Solve All My Problems… [Episode 294] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Estate Planning Masterclass…

The Perfect RIA

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Beyond the Numbers: The Human Side of Retiring 6:00

13 weeks پیش6:00

6:00

In this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirement Stepping Stones." The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony's approach to retirement planning. This devastating experience led Tony to revolutionize his approach to retirement planning where he discovered a critical gap. While financial readiness is essential, it's just one piece of the retirement puzzle. Resources in today's episode: - Episode Website - The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]…

The Perfect RIA

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The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293] 29:00

13 weeks پیش29:00

29:00

In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. Sharing the heart-wrenching story of his mother's struggle with mental health after retiring, Tony reveals how this experience transformed his approach to financial advising. He discovered that while managing money is crucial, helping clients discover their post-retirement purpose and legacy is equally vital for their wellbeing. Drawing from his experiences and insights, Tony has developed comprehensive resources including his groundbreaking book, "Retirement Stepping Stones," which offers both advisors and clients practical strategies for navigating the psychological aspects of retirement. Perhaps most importantly, Tony emphasizes a profound truth about effective advising: before guiding clients through their journey of self-discovery, financial advisors must first commit to their own personal growth and development. The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293] Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Tony Hixon: LinkedIn - Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy - The Purpose Driven Retirement Coaching Guide™ Online Course For Financial Advisors *Use code: PerfectRIA for 15% off **This course is approved for 2 hours of CE credit - Being Above Or Below The Line With Guest Adam Silberstein…

The Perfect RIA

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Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline 6:39

14 weeks پیش6:39

6:39

In this week’s recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and Micah emphasized that successful financial advisory practices need more than just revenue goals – they need sustainable double-digit client growth to maintain and increase practice valuations. The heart of their message centered on the sometimes uncomfortable but crucial practice of "financial undressing" – laying bare your practice's real numbers rather than the ones you might be telling yourself. And when it comes to prospecting, Matt and Micah drew a clear distinction between leads and prospects, emphasizing the importance of having a well-defined process from initial contact through onboarding. They stressed that top-performing offices review their pipeline weekly, tracking everything from contact rates to close ratios, even if it means confronting rejection head-on. Resources in today's episode: - Episode Website - So, How Will You Get All Those New Clients? [Episode 292]…

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