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From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]

Key Links The financial advising program that Matt references:Academy of Preferred AdvisorsJoe’s free program:PracticePowerInternational Performance Group:WebsiteMagellan MasterMind & Network:Page ---------------------------- Micah Shilanski’s coach for the better part of fifteen years, Joe Lukacs, is the guest of this episode. And within the time allotted, Joe disrupts the usual gamut of topics discussed for some interesting insights he has gained over the years. One of the first topics...


Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]

Key Links The ‘Sleep On It’ Jarvis Financial Process Carl Richards Book on the One-Page Financial Plan -------------------- Most financial planners thrive on helping people. In addition to having an affinity for numbers, many CFP’s share in common the desire to take in an innumerable amount of clients as a means for bringing more reassurance and financial security to the biggest pool of people as possible. Unfortunately though, there is only a finite amount of clients that one can possibly...


The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]

To start this episode, Micah Shilanski provides a very valuable comparison between the mentalities of a shopkeeper and a CEO. He starts this way to illustrate the often erroneous assumption that many business owners make about the amount of time they should devote per day to their practice. Workdays start to become these open-to-close events that are very quantity-over-quality phenomenons. Instead, there is an incessant need to optimize days like a visionary or CEO would; doing things...


The Art of Prospecting & Time-Blocking [Episode 7]

Key links Episode 2 (featuring Gina Cotner) of The Perfect RIAGina Cotner’s website for virtual assistants:Athena Executive ServicesThe financial advising program that Matt was enrolled in:Academy of Preferred AdvisorsThe two books referenced in this episode: The Tipping Pointby Malcolm Gladwell & The 4-Hour Workweekby Timothy FerrissMatthew Jarvis’s prospecting process -------------------- If you are currently successful, so-so, struggling, in a down quarter, thinking about quitting or...


A Primer for Determining Your Fee Schedule [Episode 6]

Key Links Math Diagram -------------------------------------- As the title states, this episode is all about determining a fee schedule for clients—that is, what a fair rate to charge clients for services rendered should be. Instead of making it complicated, both Matt and Micah stress over and over again that simplicity is key when it comes to your fee. Also, just as important as simplicity, is the cost-value structure that you set up. This isn’t as complicated as it seems. What is meant...


Always Take the High Road [Episode 5]

Key Links Book Referenced by Matt and Micah: Selling the Invisible ---------- “It takes 20 years to build a reputation and five minutes to ruin it.” This quote from Warren Buffet frames the whole episode. And by using this as a tool for showing just how important reputation can be, hosts Matthew Jarvis and Micah Shilanski chronicle the instances in their lives where reputation has generated large ripples in one way or another. Be it, a firm tarnishes their own reputation because of...


Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]

Key Links John Barron’s LinkedIn profile --------------------------------------- In this episode, John Barron shares the importance of replacing old systems with new ones. Most business owners take a plateau personally or as a sign of having mismanaged their business, but Barron says this is not true. The culprit is often that there are systems in place that are not consistent—somewhere along the way, X stopped being X and became Y instead, even though what was really needed all along was...


The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]

Key Links Carl Richard’s WebsiteMalcolm Gladwell book which profiles Tom Gau: The Tipping Point --------------------------------------- During the episode, host Matthew Jarvis supplies us with nine crucial rules to follow regardless of if you are an advisor, CPA, actuary, or if you are just concerned with imparting understanding and reassurance in the minds of clients. These nine rules range from the necessity of practice to the headache-inducing method of trying to shrink a whole...


Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]

Key Links Athena Executive Services | Website | Facebook Page --------------------------------------- In this installment of the Perfect RIA podcast, CEO and Founder of Athena Executive Services joins us in the studio and shares her wisdom on why hiring an executive assistant can and should be an enriching and ultimately game-changing decision in one’s professional life. By giving clear-cut examples in her interview, Gina establishes the importance of “inspecting instead of expecting”...


What Metrics Should Matter To Your Practice? [Episode 1]

There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more. Subscribe to the show and leave us your comments at