The Perfect RIA
Latest Episodes
A Failure to Plan is a Plan to Fail [Episode 281]
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 h
Bitcoin Battles and Value Add Victories
In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods. Monday's episo
Encore Episode: Managing Value Adds In Surge
In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency.
The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Togeth
Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising
In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client relationships. Matt and Micah kicked off the week by
A Tangent with Floyd Shilanski
In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of the industry, from the growth-focused early stages
Learning Opportunity or Time To Go [Episode 279]
In this conversation, Matt and Micah tackle the crucial yet often underestimated topic of leadership and team management in financial advisory practices and explore the transformative impact of establ
The Devil's in the Details: Mastering Professionalism and Digital Discipline
In this recap episode, Amber shares highlights about professionalism and navigating reality in a digital world. On Monday, Matt and Micah discussed the often-overlooked aspects of professionalism that
Is This The Grind?
Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the illusion of progress and the pitfalls of c
Yes, It Is Your Dress [Episode 278]
In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details a sharp outfit, punctual arrival can significantly shape client pe