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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

32:00

The Impact of Market Dynamics on Financial Practices...

The Perfect RIA ·

2026/04/09

In this episode, Matthew Jarvis and John Poole discuss the current market turmoil and its impact on financial advisors. They explore how advisors are responding to market changes, the importance of understanding profit margins, and the implications of internal succession deals versus market opportunities. The conversation also delves into tax implications of sales and offers advice for smaller advisors navigating the market. In this conversation, the speakers delve into the complexities of business

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32:07

The Real Risks of Retirement With Derek Tharp

The Perfect RIA ·

2026/04/02

In this episode, Derek Tharp discusses his unique perspectives on Social Security and retirement planning, challenging conventional wisdom and emphasizing the importance of understanding real-world risks. He highlights the need for flexibility in Social Security decisions and the significance of effective communication between advisors and clients. Derek also addresses the value that financial advisors bring to their clients and encourages advisors to create content that resonates with their

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33:28

Understanding Growth Metrics in a Bull Market With...

The Perfect RIA ·

2026/03/26

In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, its coaching program, and the strategic approach to mergers and acquisitions (M&A). They explore the unique value proposition of Carson, including equity swaps for advisors, the importance of culture and growth in M&A decisions, and the impact of their coaching program on thousands of financial advisors. The conversation highlights the innovative

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29:22

Encore Episode: You Are Only Cheating Yourself

The Perfect RIA ·

2026/03/23

Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decision-making, and the importance of maintaining objectivity in practice management. They emphasize how these factors can significantly influence the success

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30:53

From Struggle to Seven Figures: Aaron Schmerling's...

The Perfect RIA ·

2026/03/19

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 industry to achieving significant growth and success. Aaron discusses the importance of financial planning, the challenges of client retention, and the necessity of implementing systems to enhance client relationships. He emphasizes the value of being uncomfortable in order to grow, the significance of delivering value to clients, and the

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24:49

Encore Episode: When Value Adds Go Wrong

The Perfect RIA ·

2026/03/16

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 incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well. Matt and Micah will share the sometimes embarrassing mistakes that they've made while creating and sharing

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27:04

The Future of Financial Advisory Practices With Scott...

The Perfect RIA ·

2026/03/12

In this episode, Matthew Jarvis and Scott DiGiammarino discuss the current state of financial advisory practices, focusing on market growth, practice valuation, and the importance of organic growth rates. They explore the reasons behind liquidity events, the challenges of generational transitions, and the competitive landscape for talent acquisition in the financial advisory industry. Scott shares insights on what makes a practice sellable and the various factors that influence its valuation,

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31:02

Encore Episode: The Perfect Surge Dates

The Perfect RIA ·

2026/03/09

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 time-blocking strategy that allows advisors to optimize their schedules and deliver value to clients. Jamie shares the origins of Surge and how it has evolved over the years within their office. She's also sharing a detailed surge schedule that includes specific months for surge periods based on when it works best for the client and allows them to

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31:04

Maximizing Productivity with AI and Delegation With...

The Perfect RIA ·

2026/03/05

In this conversation, Kyle Willis and Matt discuss the intersection of AI tools and virtual assistants, emphasizing the importance of combining both for optimal productivity. They explore how AI can complement human assistants, the significance of identifying problems to solve, and the investment required in training assistants. The discussion also highlights the ROI of trustworthiness and reliability in business relationships, ultimately advocating for a strategic approach to delegation. In this

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30:35

It's The End Of The World… What Do We Do? [Episode 349]

The Perfect RIA ·

2026/03/02

In this episode, Micah and Matt discuss the intricacies of client communication, particularly when clients express urgent concerns about their investments. They emphasize the importance of understanding the emotional underpinnings of client fears and the necessity of effective communication strategies. The conversation covers the significance of preparing for client calls, the pitfalls of email communication, and the need to address clients' real concerns rather than just the surface issues they

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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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269 results

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