Stop Playing Office and Start Delivering Value [Episode 366]
The Perfect RIA · Sep 28, 2026 · 25:08
The Perfect RIA · Sep 28, 2026 · 25:08
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In this episode, Matthew Jarvis and Micah Shilanski challenge the belief that delivering more value to clients requires spending more time in the office. They explore how fear of rejection keeps advisors busy with planning software and generic advice instead of doing the work that makes a difference. Through surge meetings and personalized value adds, including beneficiary reviews, they explain how repeatable systems help advisors deliver financial planning at scale. The conversation introduces a three-part test for practice decisions: benefit the client, support the team, and improve life for the advisor. Matthew and Micah also share how focused planning seasons create clearer expectations, more consistent service, and greater confidence when stepping away from the office.
Stop Playing Office and Start Delivering Value [Episode 366]
Resources- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Get the Surge Toolkit
- Learn More about our Coaching Programs
