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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40:27
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40:27
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
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27:07
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27:07
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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21:13
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21:13
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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32:52
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32:52
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
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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