The Perfect RIA cover art

The Perfect RIA

The Perfect RIA

By: Matthew Jarvis CFP® & Micah Shilanski CFP®
Listen for free

About this listen

 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. Economics Personal Finance Politics & Government
Episodes
  • Encore Episode: Business Planning

    Encore Episode: Business Planning
    Sep 5 2025

    In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed.

    Listen in as the guys explain how to make necessary changes in the new year, as well as the importance of holding yourself accountable. You’ll learn how to time block, why short-term goals lead to long-term results.

    Encore Episode: Business Planning

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    Show More Show Less
    32 mins
  • The Future of Financial Advising with Shelby Nicholl [Episode 324]

    The Future of Financial Advising with Shelby Nicholl [Episode 324]
    Sep 1 2025

    In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers the importance of understanding the fit test for advisors considering a move, the complexities of ownership in financial practices, and the emotional challenges faced during transitions. Shelby emphasizes the need for a solid communication plan for clients and outlines the timeline for transitioning firms. The discussion also touches on the worth of making a move and when it might be better to stay put.

    The Future of Financial Advising with Shelby Nicholl [Episode 324]

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Shelby Nicholl Website | LinkedIn
    Show More Show Less
    26 mins
  • Encore Episode: Stop Talking Yourself Out Of The Sale!

    Encore Episode: Stop Talking Yourself Out Of The Sale!
    Aug 29 2025

    It’s crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client.

    Listen in as they go over an important question to ask at the beginning of a meeting that may create valuable clarity, as well as the role of your ego (and how it often needs to be pushed out of the way so that you can be intentional about leaving room for improvement). You’ll get valuable insight into how to better understand your clients and communicate in ways that actually allow you to deliver massive value.

    Encore Episode: Stop Talking Yourself Out Of The Sale!

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    Show More Show Less
    20 mins
No reviews yet
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.