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 RIAWhat Was Your NET Client Flow In 2024? [Episode 291]
In the latest episode of The Perfect RIA, Matt and Micah discuss what truly makes or breaks client relationships in financial advising - and surprise, it's not…
The Perfect RIAEntitlement vs. Intention
In this week's recap, Amber Kuhn highlights the significance of setting intentions for the new year. On Monday, Matt and Micah tackled the delicate balance…
The Perfect RIAWhat You Are Entitled To In 2025 [Episode 290]
In this episode, Matt and Micah kick off 2025 with an episode that's less about champagne toasts and more about making your financial advisory practice pop…
The Perfect RIASoft Skills, Hard Truths
In this week's recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far more…
The Perfect RIADon't Worry, I Can Skip The Soft Stuff [Episode 289]
In this episode, Micah and Matt discuss the importance of relationship-building in client meetings. They reveal a counterintuitive truth that many financial…
The Perfect RIAHow Comfort Zones and Wishful Thinking Impact Your Growth
In this week's recap, Amber Kuhn is highlighting business growth and personal development. On Monday, Matt and Micah shattered the myth of silver bullet…
The Perfect RIAEncore Episode: Goals and Productivity
In this encore episode, Jamie Shilanski dives into how you approach personal and professional growth. Forget wishful thinking – this is about transforming…
The Perfect RIAYes, There is One Silver Bullet [Episode 288]
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 RIAHistorical Hindsight and Setting Strategic Goals
In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Financial…
The Perfect RIAEncore Episode: Goal Setting
In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success isn't…
The Perfect RIAThe Role of History in Financial Advising With Guest Mark Higgins [Episode 287]
In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a…
The Perfect RIAPricing Your Worth and a Guide to Year-End Planning
In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX…
The Perfect RIAShow Me Your EBITDA
In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform…
The Perfect RIAFee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
In financial advising, leaving money on the table isn't just a rookie mistake—it's a potential career killer. Matthew Jarvis and Lacey Shrum from Smart KX dive…
The Perfect RIAFrom Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets
Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom? In this recap episode, Amber shares highlights on how you can…
The Perfect RIAYear-End Business Planning How To
In this conversation, Jamie Shilanski pulls back the curtain on the ride of entrepreneurship in the financial advisory world. But it's not all spreadsheets and…
The Perfect RIACompliance 'Adverse' [Episode 285]
Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success…
The Perfect RIACrypto Conversations and Client Selection
Money talks, but sometimes, clients need help finding the right words, and success lies in knowing when to lean in and when to step back. In this recap…
The Perfect RIAEncore Episode: Who Are Your Prospects?
What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospecting and how to…
The Perfect RIABitcoin [Episode 284]
Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20…
The Perfect RIALeveling Up Leadership and Letting Go of Limits
In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at…
The Perfect RIAWhose Table Do You Want a Seat At?
In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly in the…
The Perfect RIAMastering the Art of Delegation with BELAY's Lisa Seal [Episdoe 283]
In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and…
The Perfect RIABuilding Your Dream RIA and Debunking the Perfect Balance Myth
In this recap episode, Amber shares highlights about the world of independent advisors and the oh-so-elusive work-life balance (spoiler alert: it might not…
The Perfect RIADrama, Drama, Drama
Think "work-life balance" is achievable? Jamie Shilanski has news for you—it's time to ditch that myth along with the office drama. Jamie spills the tea on…
The Perfect RIAEducation, Independence, and Growth with Guest Ryan Morrissey [Episode 282]
From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Matthew…
The Perfect RIAPower Moves: Smart Business Planning and Savvy Hiring
In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top…
The Perfect RIAWhat Are We Paying Employees?
In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why…
The Perfect RIAA Failure to Plan is a Plan to Fail [Episode 281]
In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard…
The Perfect RIABitcoin Battles and Value Add Victories
In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add…
The Perfect RIAEncore Episode: Managing Value Adds In Surge
In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance…
The Perfect RIAThe Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin…
The Perfect RIALeading with Integrity: Balancing Team Management and Client Relationships in Financial Advising
In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client…
The Perfect RIAA Tangent with Floyd Shilanski
In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of the…
The Perfect RIALearning Opportunity or Time To Go [Episode 279]
In this conversation, Matt and Micah tackle the crucial yet often underestimated topic of leadership and team management in financial advisory practices and…
The Perfect RIAThe Devil's in the Details: Mastering Professionalism and Digital Discipline
In this recap episode, Amber shares highlights about professionalism and navigating reality in a digital world. On Monday, Matt and Micah discussed the…
The Perfect RIAIs This The Grind?
Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the…
The Perfect RIAYes, It Is Your Dress [Episode 278]
In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details – a sharp outfit, punctual…
The Perfect RIAAvoiding Common Advisor Pitfalls and Embracing Sales Excellence
In this recap episode, Amber shares highlights about the common mistakes financial advisors make, the importance of sales in their roles, and effective…
The Perfect RIAThe Art of Selling- Mastering Communication for Sales Success for People in Finance
In this conversation, Jamie Shilanski uncovers the universal truth that everyone, regardless of their profession, is constantly engaged in sales and…
The Perfect RIAFrom Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
In this conversation, Matthew Jarvis and Matt Delzingaro, from Coffee with Delzi and Brighthouse Financial challenge conventional wisdom and urge advisors to…
The Perfect RIAUnique Abilities and Unbreakable Rules for Advisor Success
In this recap episode, Amber shares highlights on an advisor's unique skills and the importance of rules. Monday's episode featured Andree Mohr, the new…
The Perfect RIAWhat Rules Apply And To Who? Leaders Answer
In this episode, Jamie Shilanski dives into the heart of organizational success: team dynamics. With her trademark insight, Jamie reveals how the backbone of…
The Perfect RIAUnlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]
In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree…
The Perfect RIAThe Annuity Landscape and Savvy Hiring
In this recap episode, Amber is sharing the highlights from conversations on annuities and hiring (and firing). On Monday, Matt and Brian dove into the world…
The Perfect RIAHire or Fire?
In this episode of The Perfect RIA podcast, Jamie Shilanski dishes out some hard-earned wisdom from Shilanski and Associates about empowering team members and…
The Perfect RIAAnnuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]
In this episode of the Perfect RIA podcast, Matthew is joined by Brian Smith, from Foundation Income Associates, an expert in annuities and insurance products…
The Perfect RIABalancing Acts: From Bookkeeping Basics to Professional Growth
Amber is recapping this week's episode highlights. On Monday, Matt dove into the world of bookkeeping with Duff Tucker from Belay, uncovering the common…
The Perfect RIAI Have No Time
In this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsibilities…
The Perfect RIADollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]
In this episode of The Perfect RIA podcast, Matthew Jarvis and Duff Tucker, Account Services Manager for Belay, discuss the often-overlooked world of…
The Perfect RIAFrom BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition
In this recap episode, Amber is covering this week's highlights. On Monday, Matt and Micah explored the stark differences between advisors who smash their Big…
The Perfect RIAFire Them Already!
In this conversation, Jamie Shilanski discusses the role of intuition in decision-making as business owners. She explains the two types of intuition: deductive…
The Perfect RIADaydreaming Won't Make You a Successful Financial Advisor [Episode 273]
Matt and Micah are breaking down the difference between actual goals and mere fantasies. Why do some financial advisors hit their big hairy audacious goals…
The Perfect RIAThe Value Equation: Enhancing Client Experiences and Advisor Self-Worth
In this week's recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering…
The Perfect RIAMindset Mastery: Overcoming Barriers to Charging Premium Fees
Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash—those nagging doubts and fears that keep advisors from…
The Perfect RIACrafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]
In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning…
The Perfect RIAYour True North and Building a Legacy Practice
In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Garrett, a…
The Perfect RIABuilding an Enterprise Office
In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stages every…
The Perfect RIATrue North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]
Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core…
The Perfect RIAThe Power of Personal Growth,Value Adds and Freedom in Your Practice
In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features…