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PODCAST

The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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

business investing

All Episodes

29:25

Exit Strategy Excellence: Building a Practice Worth...

The Perfect RIA ·

2025/03/13

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 financial advisory industry. They expose the gap between self-proclaimed M&A "experts" and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a mediocre deal into a goldmine—and why having a professional negotiator in your corner might be the best investment you'll ever make. They tackle the

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22:42

You’re Not Taylor Swift [Episode 299]

The Perfect RIA ·

2025/03/10

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 it. The duo dives into the ecosystem of advisory practices (spoiler alert: not all are created equal) and unpacks the sometimes brutal realities of mergers and acquisitions. Whether your practice is a boutique operation or an industry behemoth, Micah and Matthew insist there's always something to learn from your peers—even if that something is

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05:33

The Broken Dealer's Guide to Independence (And When...

The Perfect RIA ·

2025/03/07

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 of Cornerstone Planning Group and author of the Amazon bestseller "Broken Dealer." Their conversation dove deep into the complexities of transitioning from traditional broker-dealer channels to independence in the financial advisory world. The discussion offered crucial insights for advisors contemplating independence and an inquiry that can

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28:07

The Real Cost of Loyalty: A Financial Advisor's Road...

The Perfect RIA ·

2025/03/03

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 podcast, Matthew Jarvis interviews Carmine Corino, author of 'Broken Dealer' and CEO of Cornerstone Planning Group. Carmine shares his compelling transition from the broker-dealer world to founding his own RIA, offering a candid look at the challenges and revelations that shaped his journey. The conversation reveals how a 21-year career path,

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05:40

Why Your Value Proposition Matters More Than Your Fee

The Perfect RIA ·

2025/02/28

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 that the fee conversation isn't just about the percentage – it's about the value delivered. While they acknowledged that a 1% fee might indeed be too high for an advisor who's not actively engaging with clients, they argued that consistent value delivery changes the equation entirely. They stressed the importance of helping prospects

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25:09

The Fees Are Only Up Because The Market Is Up…...

The Perfect RIA ·

2025/02/24

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 signs. They discuss how clients, naturally protective of their hard-earned wealth, often wrestle with the age-old question: "What am I really getting for my money?" Matt and Micah advocate for advisors to own their worth confidently and stress that having a crystal-clear value proposition isn't just nice to have – it's as essential as coffee on

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06:24

Goal Setting Gone Right: Stop Faking It, Start Making It

The Perfect RIA ·

2025/02/21

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 achievement. While many advisors start the year with enthusiasm, that initial energy often wanes as the first quarter progresses. Kristen, drawing from her extensive experience coaching advisors since 2009, revealed that success lies not in attempting wholesale changes but in mastering one goal at a time. She shared four essential

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31:42

From Setting to Achieving: The Four C's To Achieving...

The Perfect RIA ·

2025/02/17

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial advisors' ambitious plans fall short and reveal the key elements that transform good intentions into tangible results. They unpack the four essential pillars of goal achievement: clarity, confidence, courage, and consistency, and share insights on how sustainable success comes from deliberate, incremental

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06:19

Why Two Advisors Decided to Spill Their Secrets

The Perfect RIA ·

2025/02/14

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 revealed how the landscape of financial advising was once shrouded in mystery, with successful advisors keeping their strategies close to the chest, and they found themselves navigating through well-meaning but often theoretical advice from people who hadn't actually implemented what they were preaching. After years of trial and error, they

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29:00

Beyond the BS: What Actually Works in Financial...

The Perfect RIA ·

2025/02/10

In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors everywhere dive into their new year planning, these seasoned pros share what actually drives success in financial planning – and it's not what most Instagram gurus would have you believe. They tackle the real challenges of entrepreneurship in financial services, offering insights that go beyond the typical "top ten tips" you'll find in industry

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06:10

Estate Planning: From Checkbox to Cornerstone

The Perfect RIA ·

2025/02/07

In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical importance. On Monday, Micah shared his successful approach of making estate planning the first priority with new clients, emphasizing the value of supporting clients throughout the entire process rather than simply directing them to an attorney. He and Matt stressed the importance of advisors experiencing estate planning firsthand, demonstrating how

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24:43

A Trust Will Solve All My Problems… [Episode 294]

The Perfect RIA ·

2025/02/03

In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mistakenly consider estate planning a simple checkbox task when it actually requires ongoing attention and care. They share invaluable insights from their years of experience, emphasizing that successful financial advisors must actively guide their clients through each step of the estate planning journey. Drawing from their own practices, Matt and Micah

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06:00

Beyond the Numbers: The Human Side of Retiring

The Perfect RIA ·

2025/01/31

In this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirement Stepping Stones." The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony's approach to retirement planning. This devastating experience led Tony to revolutionize his approach to retirement planning where he discovered a critical gap. While financial readiness is essential, it's just one

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29:00

The Hidden Crisis in Retirement: Finding Purpose...

The Perfect RIA ·

2025/01/27

In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. Sharing the heart-wrenching story of his mother's struggle with mental health after retiring, Tony reveals how this experience transformed his approach to financial advising. He discovered that while managing money is crucial, helping clients discover their post-retirement purpose and legacy is equally vital for their

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06:39

Follow The Numbers: Why Advisors Need to Track Their...

The Perfect RIA ·

2025/01/24

In this week’s recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and Micah emphasized that successful financial advisory practices need more than just revenue goals – they need sustainable double-digit client growth to maintain and increase practice valuations. The heart of their message centered on the sometimes uncomfortable but crucial practice of "financial undressing" – laying bare your practice's real numbers

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26:32

So, How Will You Get All Those New Clients? [Episode...

The Perfect RIA ·

2025/01/20

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 for double-digit client growth isn't just ambitious – it's necessary for a thriving practice in today's competitive landscape. But it's not all about the numbers (though they're pretty important). The episode unpacks the critical role of financial addressing – think of it as your practice's GPS, helping you navigate through potential gaps and

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06:09

Why Clients Leave (And How to Keep Them)

The Perfect RIA ·

2025/01/17

In this week’s recap, Amber Kuhn highlights the often-overlooked foundation of successful financial advising: genuine client relationships. While industry expertise matters, Matt and Micah shared Monday that empathy trumps technical knowledge when it comes to client retention. Tracking net client flow in 2024 isn't just about celebrating new additions – it's about understanding why clients leave and addressing the root causes. They tackled the delicate balance between "graduating" ill-fitting

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23:27

What Was Your NET Client Flow In 2024? [Episode 291]

The Perfect RIA ·

2025/01/13

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 your fancy financial jargon or market predictions. They reveal why empathy is the key to transforming good advisors into trusted lifetime partners for their clients. This is a wake-up call for advisors who might be too focused on spreadsheets while missing the human element; client retention metrics go hand-in-hand with mastering the art of

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05:24

Entitlement vs. Intention

The Perfect RIA ·

2025/01/10

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 between the new year's ambitions and business entitlement. While January presents a fresh start for financial advisors, they warned against the dangerous mindset of entitlement that can creep in after achieving success. They emphasized that no advisor is automatically entitled to premium fees or flexible schedules – these perks are earned through

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22:55

What You Are Entitled To In 2025 [Episode 290]

The Perfect RIA ·

2025/01/06

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 like a cork. They dive into the art of intention-setting, reminding listeners that success in the financial world isn't served on a silver platter – it's earned through good old-fashioned elbow grease. In this candid conversation, they tackle the elephant in the room: the entitlement mindset that's become the silent practice-killer for many

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233 results

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