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 RIAEncore Episode: Why Advisors Lose Clients
In this encore episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client…
The Perfect RIAHow to Get More Clients This Summer [Episode 318]
In this episode, Micah and Jarvis discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and systems…
The Perfect RIAEncore Episode: What Are Prospects ACTUALLY Saying
In this encore episode Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine…
The Perfect RIAThe M&A Playbook for Financial Advisors with Ted Jenkin
In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during…
The Perfect RIAProspecting That Works [Episode 317]
In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They…
The Perfect RIAEncore Episode: How Are You Accountable When You Make a Client Mistake?
In this encore episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The…
The Perfect RIANavigating Client Mistakes: A Guide for Advisors [Episodes 316]
In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize…
The Perfect RIAEncore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
In this encore episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the…
The Perfect RIAFrom Business to Freedom With Jerome Myers [Episode 315]
In this episode of the Perfect RIA Podcast, Matthew Jarvis and Jerome Myers delve into the complexities of business exits, exploring the psychological aspects…
The Perfect RIAEncore episode - Why Don't I Have More Prospects?!?
Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering…
The Perfect RIAUnlocking Value in M&A Transactions With Steven Jarvis [Episode 314]
In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and…
The Perfect RIAEncore Episode: You Said What In A Client Meeting?!
One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment…
The Perfect RIANot Everyone Needs a Niche [Episode 313]
In this episode, Micah and Jarvis discuss the concept of niching in the financial advisory space, exploring its importance, the distinction between advertising…
The Perfect RIAEncore episode - Client Segmentation
Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can…
The Perfect RIANavigating the New Era of Financial Advisory With Peter Velardi
In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of…
The Perfect RIAWork-Life Balance with Guest Dustin Frost [Episode 312]
In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur…
The Perfect RIAEncore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?
What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a Jiu-Jitsu…
The Perfect RIALean Learning and Building True Fans with Pat Flynn [Episode 311]
In this episode of TPR Podcast, we're joined by legendary entrepreneur, content creator, and author Pat Flynn. Known for pioneering transparency in online…
The Perfect RIAEncore Episode: What Is The Perfect RIA?
In this Encore Episode Matt and Micah talk about how often you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects?…
The Perfect RIANavigating The M&A Landscape With Jessica Polito [Episode 310]
In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory…
The Perfect RIAEncore episode - Double Your Practice
In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors have a…
The Perfect RIAThe Art of Taking Time Off [Episode 309]
In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients…
The Perfect RIAEncore episode - You Drank a Soda in a Client Meeting?!?
There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate…
The Perfect RIABonus Episode: The Numbers Behind Financial Success
Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice…
The Perfect RIAThe Critical Role of Talent in Advisory Firms [Episode 308]
In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry…
The Perfect RIAEncore episode - How Did I Lose $50,000 This Month!?!
In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving…
The Perfect RIAThe Hard Truths of Success [Episode 307]
In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving success. They…
The Perfect RIAEncore episode - How To Communicate Your Value To Clients [Episode 172]
In this throwback episode, Matthew and Micah revisit one of their most impactful conversations about adding real value during client meetings. Every advisor…
The Perfect RIAAnnuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]
In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in…
The Perfect RIARelationship Currency: Converting Cash Flow Conversations into Client Loyalty
In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth. On…
The Perfect RIAValue Beyond The Meeting [Episode 305]
In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash…
The Perfect RIAThe Value-Add Ladder and Exit Strategies of the Ultra-Successful
In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass…
The Perfect RIASelling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino
In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to…
The Perfect RIARanking Value Adds: Easy Wins and Game Changers [Episode 304]
In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit…
The Perfect RIANavigating Compliance and Cash Flow: The S-Corp Edition
In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for…
The Perfect RIAThe S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]
In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for…
The Perfect RIAThe Art of Firing Clients
In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Micah about one of the most challenging aspects of running a financial…
The Perfect RIAWhy Or When To Fire A Client [Episode 302]
In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They challenge the very…
The Perfect RIAThe Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle
In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a…
The Perfect RIABookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]
In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm…
The Perfect RIACulture, Clients, and Complementary Skills
In this week's Follow Up Friday, Amber Kuhn highlights succession planning and the lessons learned from a successful merger. On Monday, Matt sat down with…
The Perfect RIAThe 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250…
The Perfect RIAFinancial Undressing: What Your Practice Valuation is Really Wearing
In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world. Monday's episode featured Matt and…
The Perfect RIAExit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the…
The Perfect RIAYou're Not Taylor Swift [Episode 299]
In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterheads need…
The Perfect RIAThe Broken Dealer's Guide to Independence (And When to Stay Put)
Summary: In this week's Follow Up Friday, Amber Kuhn highlights one advisor's journey going independent. On Monday, Matthew Jarvis welcomed Carmine Corino, CEO…
The Perfect RIAThe Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]
Summary: Ever wonder what happens when a seasoned financial advisor finally breaks free from the broker-dealer world? In this episode of the Perfect RIA…
The Perfect RIAWhy Your Value Proposition Matters More Than Your Fee
In this week's Follow Up Friday, Amber Kuhn highlights the ever-present challenge of advisory fees and client perceptions. Matt and Micah emphasized on Monday…
The Perfect RIAThe Fees Are Only Up Because The Market Is Up… [Episode 297]
In this episode of The Perfect RIA podcast, Matt and Micah tackle the ever-present elephant in the room: advisor fees and the true value behind those dollar…
The Perfect RIAGoal Setting Gone Right: Stop Faking It, Start Making It
In this week's Follow Up Friday, Amber Kuhn recaps an insightful conversation between Matt and executive coach Kristen Burke about the art and science of goal…
The Perfect RIAFrom Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]
In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving…
The Perfect RIAWhy Two Advisors Decided to Spill Their Secrets
In this week's Follow Up Friday, Amber Kuhn highlights the origin story of why Matthew Jarvis and Micah Shilanski started The Perfect RIA. Matt and Micah…
The Perfect RIABeyond the BS: What Actually Works in Financial Planning [Episode 295 ]
In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors…
The Perfect RIAEstate Planning: From Checkbox to Cornerstone
In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical…
The Perfect RIAA Trust Will Solve All My Problems… [Episode 294]
In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mistakenly…
The Perfect RIABeyond the Numbers: The Human Side of Retiring
In this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirement…
The Perfect RIAThe Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of…
The Perfect RIAFollow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline
In this week's recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and Micah…
The Perfect RIASo, How Will You Get All Those New Clients? [Episode 292]
In this episode, Matt and Micah tackle the age-old question: how can advisors transform their practices from good to extraordinary? They reveal why shooting…
The Perfect RIAWhy Clients Leave (And How to Keep Them)
In this week's recap, Amber Kuhn highlights the often-overlooked foundation of successful financial advising: genuine client relationships. While industry…