The Perfect RIA
Micah Shilanski, CFP(r), and Matthew Jarvis, CFP(r) have made every mistake when it comes to prospecting, marketing, delivering massive value, running a team, playing office, and anything else you could do to sabotage success. Long before they met each other via www.Kitces.com/7 & www.Kitces.com/110 , they were each deep in debt, hiding under their respective desks, desperately trying to avoid ANOTHER 'NO!' from what few prospects they had! Today they are recognized around the world as two of the best 'lifestyle' advisors, who, in addition to their own successes with Shilanski and Associates and Jarvis Financial, created The Perfect RIA podcast and coaching program to change the way financial planning is done and help other advisors achieve success through the practice they've always dreamed about. Learn more here .
Articles by The Perfect RIA
- Research
Bull Market Secrets: The Growth Metrics Smart Investors Are Watching Now
The importance of culture and growth in M&A decisions, and the impact of their coaching program on thousands of financial advisors.
- Practice Growth
Get More Clients This Summer With These Easy, High-Impact Tactics
Discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and systems in financial advising.
- Practice Growth
From Cold Leads To Real Results: Prospecting That Delivers
The importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. #growth
- Retirement & Income Planning
Annuities Made Simple: Saving Time and Serving Clients Better
To discuss the complexities and importance of annuities in financial advising. #annuities
- Practice Growth
Your Value Proposition Wins Clients—Not Your Fee
Their message was clear: advisors need to believe in their fee structure and have clear, tangible processes in place to support it. #growth
- Money & Life
From Misconception to Mastery: The Continuous Nature of Estate Planning
In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. #estate
- Retirement & Income Planning
Beyond the Paycheck: How to Find Purpose in Retirement
Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. #NCRetirementCenter
- Practice Growth
What’s Your Strategy for Attracting New Clients?
Matt and Micah tackle the age-old question: how can advisors transform their practices from good to extraordinary? #growth
- Practice Growth
4 Proven Strategies to Elevate Your Client Experience
Here are four methods Micah Shilanski implements in his office that are guaranteed to improve your client experience. #advisors
- Practice Growth
The Most Important Document You Should Request From a Client
The most impactful documents you can request from clients, including tax returns and investment statements, to unlock comprehensive financial insights
- Practice Growth
The Art of Serving High-Net-Worth Clients
Discovers how to serve high-net-worth clients with expert insights from Paul Saganey. #HNW #growth #advisors
- Practice Growth
Creating a Prospect Process That Works
Discuss the importance of creating an educated and informed decision-making process for prospective clients. #advisors #growth