Shows / The Perfect RIA
The Perfect RIA
Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can…
Episodes
The Perfect RIAGrowing Beyond Capacity With Michael Belluomini and Liam Heffernan
In this episode, Matthew Jarvis welcomes Michael Belluomini and Liam Heffernan of Carson Group to explore how partnerships can help advisors grow beyond the…
The Perfect RIAStop Sabotaging Your Team [Episode 369]
In this episode, Matthew and Micah examine how advisors unintentionally make their teams' jobs harder, especially during Surge meetings. They explain why…
The Perfect RIABetter Conversations Through Self-Awareness With Greg Witz
In this episode, Matthew Jarvis welcomes Greg Witz of Witz Education to explore why well-intended conversations can turn into frustration, conflict, or…
The Perfect RIAWhat to Say When Clients Ask About Fees [Episode 368]
In this episode, Matt and Micah explain how to handle client questions about fees without becoming defensive or assuming the relationship is at risk. Using a…
The Perfect RIAThe Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino
In this episode, Matthew Jarvis welcomes Scott DiGiammarino of JPTD Partners to discuss what advisors can overlook when selling their practices directly to a…
The Perfect RIAExactly What to Say in Client Meetings [Episode 367]
In this episode, Matthew Jarvis and Micah Shilanski break down the preparation and conversations behind productive client meetings. They explain why rehearsing…
The Perfect RIAUnderstanding Client Profitability With Max Holvik
In this episode, Matthew Jarvis welcomes Max Holvik of The Advisor's CFO to explore how financial advisors can better understand and manage the business behind…
The Perfect RIAStanding Out Through Personalized Value With Michael Joyce
In this episode, Matthew Jarvis welcomes Michael Joyce from Calamos Investments to discuss how advisors can stand out by delivering practical, personalized…
The Perfect RIAStop Playing Office and Start Delivering Value [Episode 366]
Summary In this episode, Matthew Jarvis and Micah Shilanski challenge the belief that delivering more value to clients requires spending more time in the…
The Perfect RIAPreparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan
In this episode, Matthew welcomes back Michael Belluomini and Liam Heffernan from Carson to discuss what it takes to prepare for a practice sale or…
The Perfect RIAUnderstanding Life Expectancy and Longevity With Brian Smith
In this episode of the TPR podcast, Matthew Jarvis and Brian Smith discuss critical aspects of financial planning, focusing on life expectancy, longevity, and…
The Perfect RIAThe Importance of Professional Guidance in Selling Practices With Ted Jenkin
In this episode, Matthew welcomes back Ted Jenkin to discuss the current landscape of financial advisory deals, the importance of professional guidance in…
The Perfect RIAThe Truth About Tax Loss Harvesting [Episode 365]
In this episode, the hosts delve into the controversial topic of tax loss harvesting in financial advisory. They discuss the implications of this strategy, the…
The Perfect RIANavigating the Annuity Landscape With Tracy Lownsberry
In this episode, Tracy Lownsberry discusses the complexities of annuities, emphasizing the importance of transparency from carriers regarding renewal rates. He…
The Perfect RIAUnderstanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan
In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving…
The Perfect RIACreating Welcoming Spaces for Clients [Episode 364]
In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming…
The Perfect RIACompliance is a strength, not a burden With Darren Whissen
In this episode, Matthew Jarvis interviews Darren Whissen from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in…
The Perfect RIAThings Will Go Wrong: Now What? [Episode 363]
When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must…
The Perfect RIAThe Pitfalls of Cooperative Practices With John Poole
In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in…
The Perfect RIAYou're Choosing Not To Deliver Value [Episode 362]
In this episode, hosts Matt and Micah discuss the critical importance of delivering value to clients in financial planning. They explore the concept of value…
The Perfect RIAOnboarding and Turnover Strategies With Becky Casstevens-Bellury
In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA…
The Perfect RIAEmail Management: A Double-Edged Sword [Episode 361]
In this episode, hosts Matthew Jarvis and Micah Shilanski delve into the complexities of productivity, particularly focusing on email management and setting…
The Perfect RIAThe Impact of Health on Career Decisions With Shelby Nicholl
In this episode, Matthew Jarvis and Shelby Nicholl discuss the intricacies of channel evaluation for financial advisors. They explore the importance of timely…
The Perfect RIADon't Worry, The Estate Planning is Done [Episode 360]
In this episode, Micah and Matt discuss the critical role of setting client expectations in financial advising, particularly in the context of estate planning…
The Perfect RIADecoding Financial Advisory Roles With Brad Wooten
In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable…
The Perfect RIAConfidence Comes From Repetitions [Episode 359]
In this episode of the TPR Podcast, Micah and Matt delve into the critical aspects of client onboarding and fee presentation in financial advisory. They…
The Perfect RIACapital Deployment and Growth Strategies With Peter Velardi
In this episode, Matthew and Peter from JPTD discuss the current landscape of financial advisory practices, focusing on the role of private equity, the impact…
The Perfect RIAYou're Not Marketing, You're Guessing [Episode 358]
In this episode, Micah and Matt discuss the importance of data tracking in marketing for financial advisors. They emphasize that many advisors are not truly…
The Perfect RIANavigating the Insurance Landscape With Charlie Gipple
In this episode of the TPR Podcast, Matthew interviews Charlie Gipple, an expert in the insurance and annuity industry. They discuss Charlie's journey from…
The Perfect RIAHow Does a Prospect Say Yes? [Episode 357]
In this episode of the TPR Podcast, hosts Matthew and Micah delve into the intricacies of the prospect process, focusing on how to effectively close meetings…
The Perfect RIARevolutionizing Financial Planning with Sam Flatten
In this episode, Matt interviews Sam Flatten, a financial planner who has developed a unique approach to financial planning by leveraging technology while…
The Perfect RIAFees Are Never The Issue [Episode 356]
In this episode, Micah and Matt discuss the critical relationship between fees and the value provided in financial planning. They emphasize the importance of…
The Perfect RIAThe Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
In this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights from…
The Perfect RIAHead Trash: Overcoming Mental Barriers in Advising [Episode 355]
In this episode, Micah and Jarvis discuss the critical relationship between perceived value and fees in financial advising. They explore the concept of 'head…
The Perfect RIABuilding a Collaborative Financial Firm With Matthew Daugherty
In this episode, Matthew Daugherty shares his journey in financial planning, highlighting the impact of masterminds on his growth. He discusses the evolution…
The Perfect RIAWhy One Percent Is For Discount Advisors? [Episode 354]
In this episode, Matt and Micah discuss the critical importance of understanding and communicating value in the financial advisory industry. They explore the…
The Perfect RIAUnlocking M&A Secrets with Ted Jenkin
In this episode of the TPR podcast, Matthew Jarvis and Ted Jenkin discuss the evolving landscape of financial advisory, focusing on M&A deals, the importance…
The Perfect RIABack By Popular Demand [Episode 353]
In this episode, Micah and Jarvis delve into the intricacies of real estate investment, emphasizing the importance of effective communication in financial…
The Perfect RIAThe REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
In this episode, Matthew Jarvis, Derek Notman, and H. Adam Holt discuss the themes of fatherhood, entrepreneurship, and the importance of intentional presence…
The Perfect RIAProcess Over Guesswork: The Path to Master Prospecting [Episode 352]
In this episode of the TPR podcast, co-hosts Micah Shilanski and Matthew Jarvis break down the common pitfalls financial advisors face when managing and…
The Perfect RIAUnlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan
In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from the Carson Group to discuss their recent acquisitions, the intricacies of deal…
The Perfect RIAEncore Episode: Yes, There is One Silver Bullet
In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the…
The Perfect RIAUnderstanding Deal Dynamics in Financial Advisory with Scott DiGiammarino
In this episode, Matthew Jarvis and Scott DiGiammarino discuss the evolving landscape of mergers and acquisitions (M&A) in the financial advisory space. They…
The Perfect RIAThe Power of Mental Checklists [Episode 351]
In this episode, Micah and Matthew discuss the importance of checklists and processes in achieving professionalism and success in the financial advisory field…
The Perfect RIAEncore Episode: You Thought It Would Be Easy…
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They…
The Perfect RIAHow M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan
In this episode, the hosts discuss the current state of mergers and acquisitions (M&A) in the wealth management industry, focusing on the benefits for clients…
The Perfect RIANavigating Investment Risks with Confidence [Episode 350]
In this episode, Micah Shilanski and Matthew Jarvis discuss various tax strategies, investment risks, and the importance of understanding financial advice…
The Perfect RIAThe Importance of Lifetime Income in Retirement Planning With William Wade
In this episode of the TPR Podcast, hosts Matthew Jarvis and William Wade discuss three critical client scenarios that financial advisors frequently encounter…
The Perfect RIAThe Impact of Market Dynamics on Financial Practices with John Poole
In this episode, Matthew Jarvis and John Poole discuss the current market turmoil and its impact on financial advisors. They explore how advisors are…
The Perfect RIAThe Real Risks of Retirement With Derek Tharp
In this episode, Derek Tharp discusses his unique perspectives on Social Security and retirement planning, challenging conventional wisdom and emphasizing the…
The Perfect RIAUnderstanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, its…
The Perfect RIAEncore Episode: You Are Only Cheating Yourself
Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom…
The Perfect RIAFrom Struggle to Seven Figures: Aaron Schmerling's Journey
In this episode of the TPR podcast, host Matthew Jarvis interviews Aaron Schmerling, a successful financial advisor who shares his journey from struggling in…
The Perfect RIAEncore Episode: When Value Adds Go Wrong
At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next…
The Perfect RIAThe Future of Financial Advisory Practices With Scott DiGiammarino
In this episode, Matthew Jarvis and Scott DiGiammarino discuss the current state of financial advisory practices, focusing on market growth, practice…
The Perfect RIAEncore Episode: 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…
The Perfect RIAMaximizing Productivity with AI and Delegation With Kyle Willis
In this conversation, Kyle Willis and Matt discuss the intersection of AI tools and virtual assistants, emphasizing the importance of combining both for…
The Perfect RIAIt's The End Of The World… What Do We Do? [Episode 349]
In this episode, Micah and Matt discuss the intricacies of client communication, particularly when clients express urgent concerns about their investments…
The Perfect RIAWhy Every Advisor Needs to Create Content [Episode 348]
In this episode, Micah and Matthew discuss the critical role of content creation for financial advisors. They emphasize that all advisors produce content, but…
The Perfect RIAThe Ethics of Business Transitions With Brian Hanks
In this episode of the TPR podcast, Matthew interviews Brian Hanks, founder of Dental Buyer Advocates and author of multiple books on dental practice…