Best Micah Shilanski Podcasts (2024)

1
Tax planning and surge meetings with Micah Shilanski 28:45

3h ago28:45

28:45

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take acti…

1
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes 7:47

2h ago7:47

7:47

In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set the stage for a rewarding advisory relationship. On Monday's episode, Matt and Claire Myers Vitale dove into compensation and team-building strategies tailored for financial advisors. They emphasized…

1
Encore Episode: Client Onboarding - Creating A Solid Foundation 34:40

5h ago34:40

34:40

In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver massive value during the critical client onboarding phase. She shared her firm's dynamic approach to crafting unforgettable first impressions that lay the foundation for long-lasting, trust-b…

1
Taxes, marketing and compliance" with Marie Swift and Jonny Swift 31:26

2h ago31:26

31:26

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI …

1
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257] 30:33

2h ago30:33

30:33

In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing team. They dive into the art of hiring and share invaluable strategies to attract top talent and create a powerhouse advisory firm. Hiring the right people is a game-changer, but it's easier sai…

1
Enhancing Client Communication and Interactions 6:52

37m ago6:52

6:52

In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advisors. The episode dives into client communication strategies. Micah's script for explaining the path to success underscores the significance of credibility and leveraging client references to build tru…

1
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters 29:49

3h ago29:49

29:49

In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of building from the ground up and encourages advisors to immerse themselves in the client's journey to truly understand their needs and perspectives. Exploring parallels with other industries like constructi…

1
Collaboration over competition with Eric Brotman 28:48

5h ago28:48

28:48

Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to…

1
Bad Ways to Answer Clients [Episode 256] 28:51

1h ago28:51

28:51

In this episode of The Perfect RIA, Micah and Matt dive deep into the art of effective client communication for financial advisors. They stress the critical role of intentional communication in delivering tangible value to clients and helping them reach their financial aspirations. Handling tough questions is a key topic, where they underscore the …

1
Crafting Your Investments and Marketing Communication 7:16

4d ago7:16

7:16

Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of prioritizing client goals over investments and delegating investment decisions. Streamline your investment review process and communicate effectively with clients. Learn how intentional and focused marketing…

1
When Marketing Works 31:01

4h ago31:01

31:01

Join Jamie in this episode of The Perfect RIA, where she dives deep into the dynamic world of marketing for financial advisors. Discover why keeping the momentum in marketing and content creation is crucial for business planning success. Learn how setting clear objectives and active listening can amplify your marketing efforts. Gain insights into u…

1
How Investments Work With Your Clients [Episode 255] 29:03

4d ago29:03

29:03

Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive planning for financial advisors. Step away from the typical investment-centered mindset and learn why prioritizing cash flow, risk management, taxes, and income should take the lead. Discover how effectiv…

1
Strategic Client Onboarding and Enhancing Tax-Related Value 7:39

3d ago7:39

7:39

In this Follow-Up Friday episode, Amber is recapping this week’s highlights and action items, focusing on optimizing client meetings, communication, and value-driven planning. Matt and Michael stressed the significance of a structured client onboarding process, detailing its pivotal role in ensuring success for both advisors and clients while also …

1
Creating Value Adds from the Tax Return 30:25

4d ago30:25

30:25

In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advocating for the strategic utilization of surge periods, she emphasizes the importance of dedicated time blocks for meeting clients and ensuring their needs are met comprehensively, alongside prioritizing…

1
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254] 22:07

26d ago22:07

22:07

In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies. They underscore the significance of structured processes and transparent communication in fostering client trust and satisfaction. Micah delineates his method, which involves distinct meetings…

1
Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn 27:48

7d ago27:48

27:48

Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …

1
How Relationships Fuel Growth and The Role of Accountability 7:22

10d ago7:22

7:22

In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability i…

1
How Are You Accountable When You Make a Client Mistake? 27:34

18d ago27:34

27:34

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of acc…

1
“The Retirement Planning Guidebook” with Dr. Wade Pfau 26:07

25d ago26:07

26:07

In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and…

1
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] 22:28

25d ago22:28

22:28

In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationship…

1
Upgrade Opportunities and Lessons in Criticism 8:43

25d ago8:43

8:43

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and…

1
How To Take A Hit 35:27

19d ago35:27

35:27

In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences w…

1
Upgrade, Graduate, or Just Keep Playing Office [Episode 252] 27:40

22d ago27:40

27:40

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as t…

1
Yes, we're brothers with Matthew Jarvis 29:02

25d ago29:02

29:02

Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share …

1
Communicating Through Uncertainty and Filtering Advice 7:07

25d ago7:07

7:07

In this episode, Amber recaps this week’s highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. There’s a balance between providing certainty and acknowledging the market's uncertainty. Amber also re…

1
You Can’t Say That! 26:23

1M ago26:23

26:23

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mi…

1
“Healthy” side of taxes with Christine Simone 30:41

28d ago30:41

30:41

In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health…

1
Economic Commentary 25:34

1M ago25:34

25:34

In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discussions within your practice. They advocate for assessing whether your current strategies truly deliver substantial value to your clients and that trying to predict the markets is akin to predicting th…

1
Standout Prospect Meetings and Documentation for the Win 9:19

1M ago9:19

9:19

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 prospect's goals and concerns. Amber emphasizes the need to truly listen to prospects, understanding their unique situations, and tailoring solutions …

1
Not Documented, Not Done 36:57

1M ago36:57

36:57

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 transformative power of comprehensive CRM systems like Infinity and outlines the SOAP method for effective note-taking. By implementing effective documentation p…

1
Throwback: Show Me The Beef! [Episode 250] 34:07

1M ago34:07

34:07

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 what to do in prospect meetings and how to improve the value you add during those meetings. Listen in as the guys discuss some of the common issues th…

1
The Inheritance Playbook with Chad Holmes 24:14

1M ago24:14

24:14

In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inev…

1
Relationship Building and Preventing Failures with Surge 7:51

2M ago7:51

7:51

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 building trust with clients. David emphasizes the power of asking the right questions and understanding each client's unique needs. Amber also shares insights…

1
How Surge Fails 38:49

2M ago38:49

38:49

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 of Surge, which is time blocking on steroids, is introduced as a way to meet with clients and prospects when it makes the most sense in their lives. Sti…

1
Client Relationships And Connections With Guest David Gow [Episode 249] 25:35

2M ago25:35

25:35

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 different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper under…

1
Becoming a Tax Strategist with Derrick Kinney 33:03

2M ago33:03

33:03

On this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time and again. His recommendation…

1
Communicating Roth Conversions and The Best Time for Surge 7:56

2M ago7:56

7:56

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, emphasizing the need for annual conversations with clients. Amber then transitions to the implementation of Surge meetings, the benefits they provide …

1
The Perfect Surge Dates 31:02

2M ago31:02

31:02

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 optimize their schedules and deliver value to clients. Jamie shares the origins of Surge and how it has evolved over the years within their office. She’s…

1
Life milestones that are crucial to taxes with Philipp Hecker 29:41

2M ago29:41

29:41

Not all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building client engagement and navigating the techn…

1
Throwback: Roth Conversions [Episode 248] 35:45

2M ago35:45

35:45

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 ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what…

1
Genuine Communication and Prospecting Pitfalls 7:55

2M ago7:55

7:55

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 rather about understanding and helping clients achieve their goals. We also review the importance of building a proper prospect process and avoiding c…

1
When Prospecting Goes Wrong 26:09

2M ago26:09

26:09

In this episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for…

1
Communication, Not Sales [Episode 247] 29:40

3M ago29:40

29:40

Summary: In this episode, Micah and Matt discuss the importance of effective communication with clients and prospects in your financial planning practice. They debunk the negative connotations associated with sales and emphasize the need for good, practiced communication skills. They highlight the role of role-playing in improving communication and…

1
What should a "tax advisor" actually do? with Wendy Barlin 29:18

2M ago29:18

29:18

Summary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm…

1
Talent Acquisition and Profitable Prospect Meetings 8:34

3M ago8:34

8:34

In this episode, Amber first reviews the key takeaways from Monday’s episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of recruiting and retaining A players by showing them a clear plan and path for their career growth. She also highlights the significance of supporting te…

1
Charging For Prospect Meetings 36:45

3M ago36:45

36:45

In this episode, Jamie discusses the importance of charging for initial prospect consultations. She shares the background of Shilanski and Associates, and explains how they began charging for prospect meetings. Jamie emphasizes the value that financial advisors provide and challenges the mindset that their services should be given away for free. Sh…

1
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246] 28:01

3M ago28:01

28:01

Jonathan Reynolds, CEO of Titus Talent, joins Matt to discuss the importance of not only finding employees, but how to keep them long term. Jonathan shares why as a business owner, you need to provide employees with a clear career path and show them what's next in their professional development. Jonathan suggests that hiring and retaining A-players…

1
Going beyond the basics with Mark Myers 29:22

3M ago29:22

29:22

Listen in to this week's episode as Steven is joined by a self proclaimed "Tax Savings Architect", Mark Myers. Mark serves his clients alongside their financial advisor and tax professional by helping to identify and design advanced tax planning strategies. Mark is all for the basic, consistent things that taxpayers can do over time, but also helps…

1
Prospecting and Pregame Strategies 8:51

3M ago8:51

8:51

In this episode, we’re recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We’re also sharing how to identify good-fit prospec…

1
Prospecting That Works for Advisors 29:54

3M ago29:54

29:54

Looking for prospecting help? Jamie’s ready to share guidance on marketing and how to identify the right fit for your services. Discover the importance of consistency in marketing and the need to persist in strategies that work. Learn about goal planning, setting realistic targets, and the significance of discipline in achieving success as Jamie sh…

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Micah Shilanski Podcasts

Podcasts Worth a Listen

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