The Perfect RIA

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. If you want to be highly successful, helping a lot of people and continually seeing growth in your life and business, you need to do these four things. Listen in as the guys discuss important elements of success, like how to show integrity, be more intentional, and focus on what works. You will also find out how to get past motivation (or lack of it) and find more success through extreme accountability. Encore Episode: Why Advisors Fail Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value creation in client relationships. The discussion highlights the journey of financial advisors, the impact of personal experiences on their practices, and the future of the industry. Transforming Financial Planning Practices with Sten Morgan [Episode 340] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Sten Morgan: LinkedIn  

In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a client's current marginal tax bracket. Ishelanski emphasizes planning based on this marginal rate rather than the effective rate, arguing that new money or conversions are always taxed at the highest tier. Finally, he suggests comparing current rates to the higher rates projected for 2026 to encourage clients to perform Roth conversions now. Encore Episode: Tips from the Trenches - Taxes Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Learn More about our Coaching Programs

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into time management strategies to enhance productivity during tax reviews, emphasizing the need for focused work without distractions.  Tax Planning at Scale [Episode 339] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization. Encore Episode: You Didn't Hire Idiots