Podcast Episodes

Standout Prospect Meetings and Documentation for the Win

In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the…

Published on 1 year, 8 months ago

Not Documented, Not Done

In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shilanski Associates, Jamie showcases the transforma…

Published on 1 year, 8 months ago

Throwback: Show Me The Beef! [Episode 250]

Episode 250

As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into…

Published on 1 year, 9 months ago

Relationship Building and Preventing Failures with Surge

In this episode, Amber discusses the key takeaways from a recent podcast episode with a special guest, David Gow. David and Matt explored the role of a financial advisor and the importance of buildin…

Published on 1 year, 9 months ago

How Surge Fails

In this episode, Jamie shares how Surge can go off the rails. She emphasizes how advisors must deliver massive value to clients, be intentional with time, and run a profitable practice. The concept o…

Published on 1 year, 9 months ago

Client Relationships And Connections With Guest David Gow [Episode 249]

Episode 249

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across…

Published on 1 year, 9 months ago

Communicating Roth Conversions and The Best Time for Surge

In this recap episode, Amber discusses the importance of intentional communication with clients and the value of simplifying complex topics. She then explores the topic of Roth conversions and taxes,…

Published on 1 year, 9 months ago

The Perfect Surge Dates

In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a time-blocking strategy that allows advisors to op…

Published on 1 year, 9 months ago

Throwback: Roth Conversions [Episode 248]

Episode 248

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own i…

Published on 1 year, 9 months ago

Genuine Communication and Prospecting Pitfalls

In this episode, we're recapping this week's discussion on sales and communication in the financial advisory industry and how effective communication is not about forcing someone to buy something but…

Published on 1 year, 9 months ago