The Perfect RIA

Jamie is discussing the concept of organizational stickiness and its paramount importance for financial advisors, especially those operating in the RIA space. To achieve and maintain stickiness, Jamie advocates delivering personalized, high-value services, creating a unique selling proposition that addresses clients' distinct needs. Additionally, Jamie emphasizes the critical role of client experi...

Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable, discussing the evolving landscape of financial planning. They dive into the core focus on planning adopted by successful advisors, the implementation differences in planning software usage between broker-dealers and RIAs, and the shifting percep...

Matt and Micah are unraveling the intricacies of client meetings and the pivotal role financial advisors play in their clients' lives. They're exploring the two critical components that can elevate your client meetings to new heights. There will always be outside forces to contend with, so be sure to focus on what you can control in client meetings, particularly the behind-the-scenes and pre- and...

On Monday, Matt and Micah kick-started the week by talking about delivering value to clients with the example of the 1099 value add. They shared advice on creating systematic processes, setting deadlines, and involving the team in value-add initiatives. On Wednesday, Matt welcomed back Scott Rusnak, an EOS implementor and personal coach, to explore the transformative role of coaching in personal a...

Jamie Shilanski is opening up about legal challenges with her own personal experience and how to navigate such situations effectively. Emphasizing the importance of a proactive approach, she's highlighting the need to create a detailed timeline of events upon receiving any legal action.  Jamie stresses the significance of completing crucial steps, likening it to scenarios where clients may forget...

Matthew Jarvis welcomes back Scott Rusnak, an EOS implementor and Matt's personal coach, to explore the pivotal role of coaching in personal and professional development. Scott shares his approach to selecting the right coach, focusing on backgrounds, client referrals, and the ability to emulate success. Matt and Scott further explore the dynamics between a coach and a client, shedding light on th...

In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from their 1099 Value Add and its origin, they caution against overwhelming clients with information and the importance of starting small when implementing Value Adds. Matt and Micah provide practical advice on creating a sys...

On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss the four key things clients genuinely desire and the critical questions advisors must ask to meet those expectations, all while stressing the importance of starting with a vision. On Wednesday, Matt was...

Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service person. She's discussing the downside of this mindset, as it can lead to difficulties in letting go and asking for help when needed. Jamie underscores the importance of empowering and teaching others and addresses the common tendency for acts of servic...

Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to remain independent while receiving the crucial support and networking opportunities they need. The key focus here is helping advisors guide their clients through the complexity curve, where both finan...

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by  Rod Zeeb , founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as...

On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to succeed in your practice. On Wednesday, Matt was joined by Karen Stewart, who highlighted how virtual assistants can handle tasks like email, calendar management, and even process documentation, freeing up advisors to focus on their strengths. Th...

Jamie discusses the importance of recognizing when to step away from unnecessary conflicts in our lives, emphasizing that not every fight requires our presence and the concept that some people, due to a chaotic upbringing, unknowingly seek chaos as adults to recreate a sense of normalcy. She stresses that you must evaluate where you invest your energy and the importance of surrounding yourself wit...

Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you're currently handling. From email management to calendar organization and even travel planning, she suggests pinpointing which tasks can be effectively delegated to a virtual assistant. Not all tasks require your perso...

Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for advisors to refine their skills continuously and to identify specific areas of their communication skillset that require improvement and commit to daily practice.  They're also sharing the critical role of body language and how being aware o...

In today's recap, we're first revisiting Monday's episode, where Matt and Micah shared their experiences at a recent conference where Matt grappled with questions about his practice's efficiency and spare time. The conversation revolved around the challenge of seeking guidance and insights from others in the field, especially when the advice you receive doesn't align with the reality of your own e...

Jamie is shedding light on the need for extensive practice delivering value adds before client meetings. She's outlining Surge and how it revolves around the best time for clients, as well as her recent experience in delivering a value add on estate planning.  Jamie shares the benefit that practicing and preparedness offers not only your clients but your team as well so that you can deliver massiv...

In this episode, Matt sits down with Kat Eletskikh from the Chartered Institute for Securities and Investment (CISI), the UK's equivalent to the CFP board. Kat played a pivotal role in organizing the recent CISI annual conference, and she shared invaluable insights on event planning, stress management, and avoiding burnout. Her experience in orchestrating events for a not-for-profit organization h...

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Drawing from personal experiences, they caution again...

On Monday, Matt was joined by Michael Kitces, the visionary behind Kitces.com, who took us on a 15-year journey through the evolution of his venture. Michael shared the phases every entrepreneur encounters, from the tentative launch to the realization of sustained growth.  Wednesday, Wayne Firebaugh, INVICTUS member and radio host, joined us to emphasize the significance of well-documented beliefs...

Jamie recaps her recent attendance at a financial conference, shedding light on the invaluable connections and wisdom she gained. She recounts a serendipitous encounter with an individual who had previously managed a staffing agency, highlighting how their expertise proved to be a wellspring of knowledge for her. Jamie also unveils a strategic action item she took from the conference and emphasize...

Matt is joined by Wayne Firebaugh, INVICTUS member and radio host of "Fireproof Your Money." Wayne shared his wisdom on the significance of having well-documented beliefs as a rock-solid foundation for client meetings and decision-making, and stressed the need for adaptability, underlining that beliefs can evolve over time. Moreover, Matt and Wayne explored the art of simplification and repetition...

On today's episode, Matt is joined by Michael Kitces, a trailblazer in the financial advisory world and the mastermind behind Kitces.com. In this special edition, he shared the fascinating journey of how his venture evolved over the last 15 years. Ever wondered if Michael Kitces even sleeps, considering the heights of success he has achieved? Michael unveils the phases every entrepreneur experienc...

On Monday, Matt and Micah were reflecting on the core reason behind starting The Perfect RIA podcast - to bridge the gap between advice shared and the reality faced by financial advisors. They stress that with client and prospect meetings, you want to approach them with curiosity and focus on delivering value and that effective communication outweighs technical skills.  In the middle of the week,...

It's time to talk about marketing as Jamie discusses its effectiveness. She's dispelling the misconception that small marketing efforts instantly will yield a deluge of business - marketing takes time! It's also all about consistency, no matter when that potential fatigue takes the stage. But what to talk about? Here's a tip: Listen to your clients! If they have a question, guess who else has a qu...