The Perfect RIA

In this episode, hosts Matthew Jarvis and Micah Shilanski delve into the complexities of productivity, particularly focusing on email management and setting client expectations. They discuss the inherent costs of productivity, the importance of intentional time management, and the need to differentiate between high-value and low-value tasks. The conversation emphasizes the si...

In this episode, Matthew Jarvis and Shelby Nicholl discuss the intricacies of channel evaluation for financial advisors. They explore the importance of timely decision-making, the impact of health on career choices, and the critical factors of functional, financial, and personality fit when considering a change in channels. Shelby shares insights on the challenges of building...

In this episode, Micah and Matt discuss the critical role of setting client expectations in financial advising, particularly in the context of estate planning. They explore how unspoken expectations can lead to frustrations and resentments, emphasizing the importance of clear communication. The conversation delves into the challenges advisors face in setting expectations, the...

In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable compensation, and the importance of taking a holistic approach to tax strategy. Brad emphasizes the need for effective communication with clients, especially during tax season, and shares insights on how financial adviso...

In this episode of the TPR Podcast, Micah and Matt delve into the critical aspects of client onboarding and fee presentation in financial advisory. They discuss the common 'head trash' advisors face regarding their fees and the importance of understanding one's value. The conversation emphasizes the need for a solid onboarding process, building confidence in fee discussions, ...