Encore Episode: Leveraging Technology With Guest Ben Goss
As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well. Encore Episode: Leveraging Technology With Guest Ben Goss Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Ben Goss: Website | LinkedIn
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28:29
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28:29
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation highlights the importance of integrating AI tools into daily operations to enhance client relationships and improve outcomes. They also touch on the future of Jump AI and the growing trend of AI adoption among financial advisors. Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332] Resources in today's episode: - Matt Jarvis - Website | LinkedIn - Liam Hanlon - Website | LinkedIn - Learn more about our programs - https://go.theperfectria.com/programs
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28:44
Encore Episode: So Is This What You Do In YOUR Practice?
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 against unsolicited advice and urge listeners to verify advice from credible sources. Their practical advice extends to a call for honest self-assessment and using real numbers to evaluate one's practice. Being open to learning, asking the right questions, and embracing transparency are fundamental to growth and success. Encore Episode: So Is This What You Do In YOUR Practice? Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
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The Importance of Risk Management in Financial Planning With Justin Smith
In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with clients. They emphasize the need for financial advisors to engage in discussions about life insurance, estate planning, and the significance of proactive client communication. The conversation covers strategies for overcoming the discomfort associated with these topics, the importance of visualizing insurance needs, and the necessity of annual reviews to ensure clients' policies remain relevant. Additionally, they highlight the role of pre-underwriting in securing the best insurance options for clients, especially in complex estate planning scenarios. The Importance of Risk Management in Financial Planning With Justin Smith Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Justin Smith: Website | LinkedIn
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Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]
In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve personal and professional growth. Art shares his experiences and insights on how to overcome self-doubt, the significance of commitment, and the role of coaching in demolishing comfort zones. The conversation emphasizes the need for continuous growth and the impact of comfort zones not only on individuals but also on those around them. Demolishing Comfort Zones: A Path to Growth With Art Turock Resources in today's episode: - Matt Jarvis - Website | LinkedIn - Art Turock - Website | LinkedIn - Buy the book HERE
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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