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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

28:23

Why Every Advisor Needs to Create Content [Episode 348]

The Perfect RIA ·

2026/02/23

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 best ones have systems in place to utilize it effectively. The conversation covers the importance of internal training, overcoming barriers to content creation, and the necessity of consistency and iteration in building a content library. They also highlight the significance of engaging with clients through content and provide actionable

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27:13

The Ethics of Business Transitions With Brian Hanks

The Perfect RIA ·

2026/02/19

In this episode of the TPR podcast, Matthew interviews Brian Hanks, founder of Dental Buyer Advocates and author of multiple books on dental practice acquisition. They discuss the unique challenges faced by new dentists, the importance of transparency during business transitions, and the ethical responsibilities of business owners. Brian shares insights from his experience in helping dentists navigate the complexities of buying practices, emphasizing the need for honesty with staff and the value of

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27:39

The Best Fee Script Ever [Episode 347]

The Perfect RIA ·

2026/02/16

In this episode, Micah and Matt discuss the intricacies of pricing strategies in financial planning. They emphasize the importance of discipline in maintaining effective fee conversations, the significance of anchoring fees for client understanding, and the need to focus on value rather than just price. The hosts also explore how to educate clients about pricing and the timing of price discussions during the client relationship process. In this conversation, Micah Shilanski and Jarvis discuss the

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24:24

Understanding Valuation Trends in Today's Market With...

The Perfect RIA ·

2026/02/12

In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and liquidity events. They explore the implications of market changes, the importance of preparing practices for potential sales, and the impact of personal health on business valuations. The conversation also addresses concerns about client interests during liquidity events and highlights the significance of due diligence in acquisitions. John shares

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31:56

The Longevity Factor in Retirement With Brian Smith

The Perfect RIA ·

2026/02/05

In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life expectancy versus longevity, the impact of Monte Carlo analysis, and the role of fixed income products like annuities. They explore how to balance risk and income, the significance of effective communication with clients, and the potential downsides of annuities. The conversation also touches on cap rates and their implications, as well as

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27:19

The Integrity of Meeting Timeliness [Episode 346]

The Perfect RIA ·

2026/02/02

In this episode, Micah and MAtt discuss the critical importance of time management in client meetings for financial advisors. They explore how running over time can reflect a lack of integrity and respect for clients' schedules. The conversation delves into strategies for managing talkative clients, the value of high-level discussions, and the necessity of having conviction in client meetings. Practical tips for improving meeting efficiency, such as sending agendas in advance and setting clear

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34:48

Client Retention Strategies With Shelby Nicholl...

The Perfect RIA ·

2026/01/26

In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Registered Investment Advisor (RIA) model. They explore the realistic timeframes for making the move, the importance of due diligence, and the various options available, including RIA platforms. Shelby emphasizes the significance of proper messaging and client retention during the transition, as well as the necessity of compliance and the benefits of hiring

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24:27

The Power of Niche With Joe Curry

The Perfect RIA ·

2026/01/22

In this episode of the TPR podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his journey of growth, the importance of niche marketing, and the commitment to consistent content creation through his podcast. He discusses the challenges of transitioning clients, implementing efficient systems, and learning from mistakes. Joe emphasizes the significance of having a clear focus and the impact of accountability in achieving success in the

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28:21

Maximizing Marketing Efficiency With Ryan Fitzgerald...

The Perfect RIA ·

2026/01/19

In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of effective marketing strategies. He emphasizes the need for small business owners to focus on their ideal customers, delegate tasks, and leverage virtual assistants to enhance their marketing efforts. The conversation also highlights the significance of thought leadership, creating moments of surprise for clients, and building effective marketing

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33:44

Negotiating Deal Terms With Peter Velardi

The Perfect RIA ·

2026/01/15

In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi discuss the intricacies of negotiating deal terms, the importance of understanding earn outs, and the value of professional negotiation in the financial advisory space. They explore how advisors can design their job descriptions post-transition, the risks of going directly to firms without representation, and the potential pitfalls of waiting to sell a practice. The conversation emphasizes the current seller's market and

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24:16

Stop Defending Your Head Trash! [Episode 343]

The Perfect RIA ·

2026/01/12

In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and capacity. They explore the idea of a 'money thermostat' that limits advisors' perceptions of their success and the importance of recognizing real limitations versus self-imposed barriers. The conversation delves into the fear of prospecting and how it can hinder growth, emphasizing actionable steps advisors can take to overcome these challenges and

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29:53

The Software Dilemma in Financial Planning [Episode 342]

The Perfect RIA ·

2026/01/05

In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to understand the limitations of software and the value of manual planning. They explore the behavioral aspects of financial management, the journey to developing custom software, and the necessity of personal financial planning practice to enhance client relationships and service delivery. The Software Dilemma in Financial Planning [Episode 342]

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30:25

Embracing Failure: Lessons from Million Dollar...

The Perfect RIA ·

2025/12/29

In this episode, Micah and Matt discuss the importance of embracing failures as learning opportunities for financial advisors. They emphasize the need for intentionality in advisory practices, building strong client relationships, and the value of accountability through masterminds. The conversation also covers the significance of time management, navigating growth stages, and the consequences of complacency in business. Finally, they highlight the necessity of investing in professional development

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29:04

Encore Episode: Why Advisors Fail

The Perfect RIA ·

2025/12/26

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. If you want to be highly successful, helping a lot of people and continually seeing growth in your life and business, you need to do these four things. Listen in as the guys discuss important elements

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32:26

Transforming Financial Planning Practices with Sten...

The Perfect RIA ·

2025/12/22

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value creation in client relationships. The discussion highlights the journey of financial advisors, the impact of personal experiences on their practices, and

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04:24

Encore Episode: Tips from the Trenches - Taxes

The Perfect RIA ·

2025/12/19

In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a client's current marginal tax bracket. Ishelanski emphasizes planning based on this marginal rate rather than the effective rate, arguing that new money

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32:11

Tax Planning at Scale [Episode 339]

The Perfect RIA ·

2025/12/15

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into time management strategies to enhance productivity during tax reviews, emphasizing the need for focused work without distractions. Tax Planning at Scale

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01:11:24

Encore Episode: You Didn't Hire Idiots

The Perfect RIA ·

2025/12/12

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization. Encore Episode: You Didn't Hire

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31:07

Creative Deal Structuring for Advisors With Scott...

The Perfect RIA ·

2025/12/11

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making process between internal and external sales. They explore the emotional dynamics of succession planning, the importance of structuring deals creatively, and the significance of having a trained successor in place. The conversation also covers negotiation strategies, particularly around earnouts, and emphasizes the need for clarity in defining

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30:35

The Power of Experimentation in Financial Planning...

The Perfect RIA ·

2025/12/08

In this episode of the TPR Podcast, Matthew Jarvis and Art Turock delve into the concept of latent needs, exploring how identifying these needs can lead to significant breakthroughs in business and personal growth. They discuss the importance of experimentation, the mindset required to break through perceived impossibilities, and the shift from holding people accountable to inviting accountability. Art shares insights from his experience with the Intrepid Freedom Crusaders and emphasizes the

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259 results

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