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The Perfect RIA

The Perfect RIA

Encore Episode: So Is This What You Do In YOUR Practice?

The Perfect RIA · Oct 24, 2025 · 27:31

0:0027:31

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Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Drawing from personal experiences, they caution against unsolicited advice and urge listeners to verify advice from credible sources. Their practical advice extends to a call for honest self-assessment and using real numbers to evaluate one's practice. Being open to learning, asking the right questions, and embracing transparency are fundamental to growth and success.

Encore Episode: So Is This What You Do In YOUR Practice?

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn

Episodes: The Perfect RIA

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