In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to focus on higher-level tasks. The discussion also addressed the all-too-relatable "head trash" that can hold advisors back from fully embracing...

In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly in the context of professional success and emotional intelligence. Jamie delves into the challenges of balancing work and family life, especially during intense 'surge' periods, and reflects on the changes in relationships and social dynamics that accompany the journey from personal freedom to building an empire. She advocates for a 'no BS'...

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and efficiency. The discussion explores the unique needs of financial advisors when hiring virtual assistants, offering practical tips for effective delegation and the importance of empowering team members. Lisa encourages viewing delegation as an opportunity for growth and emphasizes the significance of understanding the value of one's time....

In this recap episode, Amber shares highlights about the world of independent advisors and the oh-so-elusive work-life balance (spoiler alert: it might not exist!). On Monday, Ryan Morrissey joined Matt and kicked off our week by sharing his journey from advisor to independent RIA owner, proving that sometimes the scariest leaps lead to the best rewards. His secret for success? A combination of educational marketing through classes (with a dash of direct mail that actually works) and...

Think "work-life balance" is achievable? Jamie Shilanski has news for you—it's time to ditch that myth along with the office drama. Jamie spills the tea on building a financial planning practice that actually works, minus the theatrics. She breaks down how surge periods can transform client engagement from a constant juggling act into a well-oiled machine. And while everyone's entitled to a bad day (we're human, after all), bad behavior gets no free passes. By fostering emotional intelligence...

From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Matthew Jarvis, Ryan opens up about weathering the 2008 financial storm and making the calculated leap to launch his own RIA. Who says you need a traditional marketing playbook? Ryan reveals how teaching classes and seminars became his secret weapon for client acquisition. He breaks down the productivity-boosting power of Surge meetings, shares...

In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top talent. On Monday, Matt and Micah emphasized that delivering massive value doesn't happen by chance. They advocated for dedicated business planning sessions that involve four key areas: analyzing current performance with accurate data, setting short and long-term goals, aligning these goals with your ideal life vision, and establishing...

In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in unexpected places. But it's not just about getting top talent through the door - it's about keeping them from walking out. Transparency takes...

In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're headed, arguing that this clarity is the compass for any successful journey in finance. Matt and Micah also emphasize aligning your professional goals with your dream lifestyle because what's the point of success if you're not living your best life? They advocate for measuring progress with...

In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods. Monday's episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitcoin's role in investment portfolios, with Matt expressing skepticism about its utility beyond gambling and criminal activity. In contrast, Isaiah...

In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The discussion also highlights the benefits of post-surge debriefs as opportunities to identify areas for improvement and foster a culture of continuous...

Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Together, they unpack the complex and often controversial topic of Bitcoin and its potential impact on financial advisors. The conversation heats up as Matt's skepticism collides with Isaiah's enthusiasm for Bitcoin's possibilities. Is it a revolutionary financial tool or an overhyped digital asset?...

In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client relationships. Matt and Micah kicked off the week by emphasizing the importance of mastering essential skills to elevate your practice. They stressed the significance of setting clear expectations when bringing on new team members, whether they're junior advisors or support staff, highlighted common pitfalls in leadership, such as failing to...

In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of the industry, from the growth-focused early stages of an advisor's career to the nuanced expertise of seasoned professionals. They tackle a provocative question: what does it truly mean to be a professional in this field? They argue that recognizing and charging for one's value is not just acceptable, but necessary.  Jamie and Floyd don't...

In this conversation, Matt and Micah tackle the crucial yet often underestimated topic of leadership and team management in financial advisory practices and explore the transformative impact of establishing clear expectations and firm boundaries with team members. They make a compelling case for why effective leaders must stand unwavering on key issues such as punctuality, integrity, and mutual respect. Matt and Micah vividly demonstrate how unclear boundaries can lead to team discord,...

In this recap episode, Amber shares highlights about professionalism and navigating reality in a digital world. On Monday, Matt and Micah discussed the often-overlooked aspects of professionalism that can make or break an advisor's success. They emphasized that true excellence lies in the details – from punctuality to dress code and that human connection remains paramount in financial advising. On Thursday, Jamie explored the double-edged sword of technology – its convenience and...

Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the illusion of progress and the pitfalls of comparison in our digital age. Jamie exposes the hidden costs of our attachment to electronic devices and the illusion of others cracking the code. She shares her personal success filters and introduces the game-changing CHER test, a powerful tool to cut through the noise and focus on what truly...

In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details – a sharp outfit, punctual arrival – can significantly shape client perceptions and build lasting trust. They explore how these seemingly small touches can have a profound impact on client relationships, potentially making or breaking crucial business connections. They also dive deep into the art of leading by example, offering practical advice on how to set and...

In this recap episode, Amber shares highlights about the common mistakes financial advisors make, the importance of sales in their roles, and effective communication strategies. Monday's episode featured Matt Delzingaro, host of Coffee with Delzi and a wholesaler with Brighthouse Financial, who shed light on common mistakes advisors make in their practices. Delzingaro emphasized the importance of leveraging wholesaler relationships, proper meeting preparation, and implementing intentional...

In this conversation, Jamie Shilanski uncovers the universal truth that everyone, regardless of their profession, is constantly engaged in sales and negotiation. Through personal anecdotes and real-world examples, Jamie reveals the power of authenticity in building trust and forging lasting connections with clients. Learn how to harness active listening and genuine curiosity to gain deeper insights into your client's needs, ultimately strengthening your relationships and business outcomes....

In this conversation, Matthew Jarvis and Matt Delzingaro, from Coffee with Delzi and Brighthouse Financial challenge conventional wisdom and urge advisors to rethink their relationships with wholesalers and demand more than just product information. They shine a light on the often-overlooked power of intentionality, revealing how a well-structured day can significantly boost productivity and practice growth. Matt and Delzi don't shy away from addressing the elephant in the room: complacency....

In this recap episode, Amber shares highlights on an advisor’s unique skills and the importance of rules. Monday's episode featured Andree Mohr, the new president of Integrated, who shared her expertise on building successful partnerships between advisors and CPA firms. Andree offered practical advice on understanding CPAs, adding value, and being purposeful in all interactions. She also encouraged advisors to shift their focus from being busy to being truly productive, emphasizing the...

In this episode, Jamie Shilanski dives into the heart of organizational success: team dynamics. With her trademark insight, Jamie reveals how the backbone of any thriving business isn't just about strategy or market position—it's about the people who bring those plans to life. She emphasizes that leadership isn't about making grand gestures but about consistent, day-to-day actions that reinforce the company's values and expectations. Perhaps most importantly, Jamie tackles the...

In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field. Andree emphasizes the critical importance of strategic...