Follow Up Friday - Client Graduation

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value creation in client relationships. The discussion highlights the journey of financial advisors, the impact of personal experiences on their practices, and the future of the industry. Transforming Financial Planning Practices with Sten Morgan [Episode 340] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Sten Morgan: LinkedIn  

In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a client's current marginal tax bracket. Ishelanski emphasizes planning based on this marginal rate rather than the effective rate, arguing that new money or conversions are always taxed at the highest tier. Finally, he suggests comparing current rates to the higher rates projected for 2026 to encourage clients to perform Roth conversions now. Encore Episode: Tips from the Trenches - Taxes Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Learn More about our Coaching Programs

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into time management strategies to enhance productivity during tax reviews, emphasizing the need for focused work without distractions.  Tax Planning at Scale [Episode 339] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization. Encore Episode: You Didn't Hire Idiots

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making process between internal and external sales. They explore the emotional dynamics of succession planning, the importance of structuring deals creatively, and the significance of having a trained successor in place. The conversation also covers negotiation strategies, particularly around earnouts, and emphasizes the need for clarity in defining roles for the next generation of advisors. In this conversation, Scott DiGiammarino and Matthew Jarvis delve into the complexities of operating agreements, partnerships, and the valuation of financial practices. They discuss the importance of understanding historical agreements, the challenges of partnerships, and the nuances of super OSJs. The conversation emphasizes the need for objective analysis in practice valuation and the significance of ownership in enhancing business value. Scott also shares insights from his TED Talk on the psychology of video content, tying it back to the importance of effective communication in business. Creative Deal Structuring for Advisors With Scott DiGiammarino Resources in today's episode: - Matt Jarvis - Website | LinkedIn- Scott DiGiammarino - Website | LinkedIn - Learn More about our Coaching Programs

In this episode of the TPR Podcast, Matthew Jarvis and Art Turock delve into the concept of latent needs, exploring how identifying these needs can lead to significant breakthroughs in business and personal growth. They discuss the importance of experimentation, the mindset required to break through perceived impossibilities, and the shift from holding people accountable to inviting accountability. Art shares insights from his experience with the Intrepid Freedom Crusaders and emphasizes the necessity of daily practices to maintain momentum and success. The Power of Experimentation in Financial Planning With Art Turock [Episode 338] Resources in today's episode: - Matt Jarvis - Website | LinkedIn - Art Turock - Website | LinkedIn - Buy the book HERE - Learn More about our Coaching Programs

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting—just to name a few. In this episode, Michael and Matthew discuss their advice for building a sustainable and sizeable practice, including what mindset you need to have to make this model work. Listen in as Michael explains how to build a thriving community filled with people who share the same values and business mentality as you. You will learn the benefit of focusing your practice on a specific niche, which niches may not actually work for a financial advisor, and how to deliver unique massive value. This could be the year you make a huge impact on the world, and Michael will explain exactly which steps you can take to accomplish that. Encore Episode:The Godfather: Michael Kitces Resources in today's episode: - Matt Jarvis: Website | LinkedIn- Michael Kitces: LinkedIn | Twitter | Website - Learn More about our Coaching Programs

In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers the role of 1099 letters in tax preparation, the nuances of Roth conversions, and the support provided through office hours for advisors. Additionally, they highlight the value of the 37-point checklist in ensuring comprehensive financial planning. Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Podcast | The Summit 2026 - Learn More about our Coaching Programs

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 center stage as Jamie makes a compelling case for open compensation talks. She argues that laying all the cards on the table isn't just fair play; it's a great plan for building unshakeable trust with your team. Encore Episode: What Are We Paying Employees?   Resources in today's episode:   - Learn More about our Coaching Programs

In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses, particularly in the R.I.A. sector. They explore how giving employees space, conducting effective one-on-one meetings, and understanding communication styles can enhance productivity and team dynamics. The discussion also highlights the significance of external perspectives in resolving internal conflicts and improving overall business operations. Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Jacqueline Benjamin Hatherley Website | LinkedIn - Learn More about our Coaching Programs