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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

28:29

Encore Episode: Leveraging Technology With Guest Ben...

The Perfect RIA ·

2025/10/31

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well. Encore Episode:

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28:44

Revolutionizing Financial Advisory with AI With Liam...

The Perfect RIA ·

2025/10/27

In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation highlights the importance of integrating AI tools into daily operations to enhance client relationships and improve outcomes. They also touch on the

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27:31

Encore Episode: So Is This What You Do In YOUR Practice?

The Perfect RIA ·

2025/10/24

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They’re exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Drawing from personal experiences, they caution against unsolicited advice and urge listeners to verify advice from credible sources. Their practical advice

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30:47

The Importance of Risk Management in Financial...

The Perfect RIA ·

2025/10/23

In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with clients. They emphasize the need for financial advisors to engage in discussions about life insurance, estate planning, and the significance of proactive client communication. The conversation covers strategies for overcoming the discomfort associated with these topics, the importance of visualizing

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34:39

Demolishing Comfort Zones: A Path to Growth With Art...

The Perfect RIA ·

2025/10/20

In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve personal and professional growth. Art shares his experiences and insights on how to overcome self-doubt, the significance of commitment, and the role of coaching in demolishing comfort zones. The conversation emphasizes the need for continuous growth and the impact of comfort zones not only on individuals

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24:39

Encore Episode: Client Relationships And Connections...

The Perfect RIA ·

2025/10/17

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients’ needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question. Encore

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30:21

The Shift from Cash Flow to Wealth with John Poole

The Perfect RIA ·

2025/10/16

In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of transitioning from a cash flow mindset to one focused on wealth creation, emphasizing the need for objective financial analysis and understanding the true value of a business. The conversation also covers the tax implications of M&A transactions, identifying weaknesses in financial practices, and the role

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25:44

Navigating the Future of Financial Planning With Seth...

The Perfect RIA ·

2025/10/13

In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore how advisors can deepen client relationships through understanding life transitions, the significance of inspired living, and the role of scale in providing comprehensive services. Seth emphasizes the shift towards a wisdom economy, where the focus is on meaningful connections and guiding clients

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23:28

Encore Episode: Bringing A New Advisor Into Your Firm...

The Perfect RIA ·

2025/10/10

If you haven’t taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today’s What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He’ll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor. Listen in as Matthew Daugherty discusses

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30:14

Navigating Succession Planning in Financial Advisory...

The Perfect RIA ·

2025/10/06

In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials for a successful exit. The conversation also delves into common pitfalls in deal structures, financing strategies, and the realities of M&A reports,

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37:43

Encore Episode: Mindset Mastery: Overcoming Barriers...

The Perfect RIA ·

2025/10/03

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 showcasing their true worth. Jamie shares how delivering knock your socks off client experiences isn’t just good service it’s a marketing tactic. Jamie discusses the stages of an advisor’s career from Growth to Freedom and, finally, the Empire stage. Each comes with its own set of challenges and triumphs. Feeling like an imposter when it comes to

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25:15

Mastering Fees in Financial Advisory [Episode328]

The Perfect RIA ·

2025/09/29

In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear expectations with clients, and the need for effective communication. The conversation emphasizes the value provided to clients and how it correlates with the fees charged. They also highlight the significance of role-playing fee conversations to build confidence and ensure that all team members are

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30:29

Encore Episode: Should I Fire My Team?

The Perfect RIA ·

2025/09/26

There’s a classic honeymoon period where you hire someone and think they’re going to solve all your problems. But what happens when that’s over and you realize all your problems aren’t solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team. Listen in to hear about the importance of not only choosing the right person, but also being a leader that sets up a clear path of training and success for

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22:51

Navigating Team Dynamics: Lessons in Leadership...

The Perfect RIA ·

2025/09/22

In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and the psychological challenges of employee dismissals. They share personal experiences and insights on hiring strategies, emphasizing the need for clear expectations and accountability within teams. The conversation also highlights actionable takeaways for improving team dynamics and ensuring a positive client experience. Navigating Team Dynamics: Lessons

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26:09

Encore Episode: When Prospecting Goes Wrong

The Perfect RIA ·

2025/09/19

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted

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23:22

100 Reasons Prospects Say No [Episode 326]

The Perfect RIA ·

2025/09/15

In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the importance of integrity, setting expectations, and the need for advisors to track their data to improve their practices. The conversation also highlights the difference between handling objections and answering questions, advocating for a coaching mindset to foster trust and success in client relationships

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30:20

Encore Episode: How To Train Your Team

The Perfect RIA ·

2025/09/12

In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They’ll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as key drivers and the logistics of team training. Encore Episode: How To Train Your Team Resources in today's episode: - Micah Shilanski: Website |

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28:36

The Importance of De-risking Your Practice With Ted...

The Perfect RIA ·

2025/09/11

In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, and the importance of de-risking practices. They explore the misconceptions around payouts, the risks associated with market fluctuations, and the necessity for advisors to understand their own financial planning and wealth gaps. The conversation emphasizes the value of selling practices and the

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26:52

Discipline Equals Freedom: The Key to Success...

The Perfect RIA ·

2025/09/08

In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in client meetings, the difference between discipline and willpower, and the importance of building habits can significantly impact an advisor's effectiveness. The conversation emphasizes the psychological aspects of discipline and provides actionable items for advisors to improve their professionalism and client relationships. Discipline Equals Freedom:

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31:39

Encore Episode: Business Planning

The Perfect RIA ·

2025/09/05

In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. Listen in as the guys explain how to make necessary changes in the new year, as well as the importance of holding yourself accountable. You’ll learn how to time block, why short-term goals lead to long-term results. Encore Episode: Business Planning Resources in today's episode: - Micah

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229 results

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