Encore Episode: Team Building For Financial Advisors With Guest Christine Timms
Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same. Encore Episode: Team Building For Financial Advisors With Guest Christine Timms Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Christine Timms: Website | LinkedIn | Handbooks for the Professional Financial Advisor - Learn More about our Coaching Programs
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Hiring an Executive Assistant With Karen Stewart [Episode 334]
This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective onboarding strategies, and the importance of communication and feedback. The discussion emphasizes the need for accountability and structured task management to maximize productivity and ensure a successful working relationship between the executive and the assistant. In this conversation, Karen Stewart and Matt discuss the essential elements of effectively onboarding and managing executive assistants (EAs). They emphasize the importance of building trust, maintaining open communication, and providing constructive feedback. The discussion also covers strategies for managing turnover and ensuring smooth transitions when EAs leave, highlighting the need for documentation and clear processes to facilitate continuity in support roles. Hiring an Executive Assistant With Karen Stewart [Episode 334] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Karen Stewart: Website | LinkedIn - Learn More about our Coaching Programs
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Encore Episode: Measure What Really Matters?
Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that are more like a badge of honour, but considering whether those numbers are really moving you and your practice forward. Listen in to learn how to measure what matters, what's the most impactful, and how to keep moving forward with your goals. Encore Episode: Measure What Really Matters? Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn
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Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significance of due diligence, the role of matchmaking in finding the right buyer, and the value of professional representation in negotiations. Listeners gain insights into setting expectations and understanding the true worth of their practices in today's market. Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333] Resources in today's episode: - Matt Jarvis - Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn
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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
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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