Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers the role of 1099 letters in tax preparation, the nuances of Roth conversions, and the support provided through office hours for advisors. Additionally, they highlight the value of the 37-point checklist in ensuring comprehensive financial planning. Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Podcast | The Summit 2026 - Learn More about our Coaching Programs
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Encore Episode: What Are We Paying Employees?
In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in unexpected places. But it's not just about getting top talent through the door – it's about keeping them from walking out. Transparency takes center stage as Jamie makes a compelling case for open compensation talks. She argues that laying all the cards on the table isn't just fair play; it's a great plan for building unshakeable trust with your team. Encore Episode: What Are We Paying Employees? Resources in today's episode: - Learn More about our Coaching Programs
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Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]
In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses, particularly in the R.I.A. sector. They explore how giving employees space, conducting effective one-on-one meetings, and understanding communication styles can enhance productivity and team dynamics. The discussion also highlights the significance of external perspectives in resolving internal conflicts and improving overall business operations. Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Jacqueline Benjamin Hatherley Website | LinkedIn - Learn More about our Coaching Programs
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Encore Episode: You May Be The Problem
In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to teaching foundational values and leadership skills to the younger generation and emphasizes the significance of guiding young adults and fostering positive influence during their formative years. Jamie stresses that you need to recognize the impact of every choice on your journey of self-improvement and leadership. Encore Episode: You May Be The Problem Resources in today's episode: - Learn More about our Coaching Programs
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Discipline Equals… Money? [Episode 335]
In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They explore how discipline leads to freedom and the importance of building a psychology of winning through small successes. The conversation emphasizes the necessity of practice, creating daily victories, and eliminating decision fatigue to enhance productivity. They also address the cost of lack of discipline and provide practical steps for listeners to improve their discipline and take actionable steps towards their goals. Discipline Equals… Money? [Episode 335] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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.
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