Libsyn Directory

Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]

Release Date: 04/28/2025

Encore Episode: What Are Prospects ACTUALLY Saying

The Perfect RIA

In this encore episode Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They’re sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they’re reminding us that financial advising is not all about numbers; it's about injecting energy and...

The M&A Playbook for Financial Advisors with Ted Jenkin

The Perfect RIA

In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore strategies for advisors to retain assets under management (AUM) by positioning themselves as essential partners in the M&A process. The conversation covers the nuances of business valuation, effective marketing strategies, negotiation tactics, and the significance of cultural fit in client relationships. Ted shares valuable insights on how advisors can add value to their practices and navigate...

Prospecting That Works [Episode 317]

The Perfect RIA

In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growth metrics, consistent marketing efforts, and the necessity of practice in delivering value to clients. The conversation highlights the significance of personal experience in financial advising and the need for advisors to believe in their value. Resources in today's episode: - Micah Shilanski: | - Matt Jarvis: |

Encore Episode: How Are You Accountable When You Make a Client Mistake?

The Perfect RIA

In this encore episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of accountability and radical candor in their office culture, especially when mistakes are made. She emphasizes the need for transparency and accountability for mistakes to maintain client trust and satisfaction.

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

The Perfect RIA

In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with clients, taking ownership of errors, and having a structured process for handling mistakes. The conversation covers both major and minor issues, highlighting the significance of communication, accountability, and continuous improvement in client relationships. Resources in today's episode: - Micah Shilanski: | - Matt Jarvis: |

Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

The Perfect RIA

In this encore episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations, including the oft-overlooked elements of culture, money management prowess, and brand equity. He also sheds light on the pivotal role of cash flow velocity and stock growth trajectories, elements that can make or break a potential sale....

From Business to Freedom With Jerome Myers [Episode 315]

The Perfect RIA

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Jerome Myers delve into the complexities of business exits, exploring the psychological aspects of attachment styles and their impact on financial advisors. They discuss the inevitability of exiting a business, whether through selling, giving away, or closing it, and emphasize the importance of having a post-exit plan. Jerome introduces his concept of the 'Five Scars of Success,' which highlights the emotional and psychological challenges faced by entrepreneurs. The conversation underscores the need for advisors to understand their...

Encore episode - Why Don’t I Have More Prospects?!?

The Perfect RIA

Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your prospect numbers. Matthew and Micah share specifically how they ‘put in reps’ and how that, along with not playing office and other important aspects, has allowed them to develop a solid flow of prospects. Listen in to hear about how important it is to be diligent with your time and ensure you’re using it to build and not stagnate. Matthew and Micah give examples of pitfalls that trip us up...

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

The Perfect RIA

In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and acquisitions (M&A) deals. They discuss the importance of accurate financial reporting, the nuances of EBITDA, and the potential red flags that can arise during the due diligence process. Steven emphasizes the need for financial advisors to maintain clean books and be transparent about their financials, as this can significantly impact the valuation of their practice during a sale. The conversation also touches on the buyer's perspective,...

Encore Episode: You Said What In A Client Meeting?!

The Perfect RIA

One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment especially when it comes to meetings with clients where we aim to deliver massive value. You will hear about the importance of the words you use in meetings as well as what you should be doing to avoid miscommunication with clients. Matthew and Micah also share tips on how to set expectations in ways that are clear and making way for success. They share detailed examples and insight into how to smooth out discussions and give clients...

More Episodes

In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the importance of streamlined licensing and paperwork. The conversation also highlights the ongoing support provided to advisors and the common challenges they face in the annuity process.

Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]

Resources in today's episode:

- Matt Jarvis: LinkedIn | Website
- Brian Smith - LinkedIn | Website
- William Wade - LinkedIn | Website
- theperfectria.com/fia

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