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 implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seas...
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Sep 28, 2026 · 25:08
Summary In this episode, Matthew Jarvis and Micah Shilanski challenge the belief that delivering more value to clients requires spending more time in the office. They explore how…
Sep 24, 2026 · 31:06
In this episode, Matthew welcomes back Michael Belluomini and Liam Heffernan from Carson to discuss what it takes to prepare for a practice sale or partnership. They explain the…
Sep 17, 2026 · 27:41
In this episode of the TPR podcast, Matthew Jarvis and Brian Smith discuss critical aspects of financial planning, focusing on life expectancy, longevity, and the importance of…
Sep 10, 2026 · 29:11
In this episode, Matthew welcomes back Ted Jenkin to discuss the current landscape of financial advisory deals, the importance of professional guidance in selling practices, and…
Sep 7, 2026 · 24:25
In this episode, the hosts delve into the controversial topic of tax loss harvesting in financial advisory. They discuss the implications of this strategy, the importance of…
Sep 3, 2026 · 33:07
In this episode, Tracy Lownsberry discusses the complexities of annuities, emphasizing the importance of transparency from carriers regarding renewal rates. He differentiates…
Aug 27, 2026 · 30:56
In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving criteria for successful…
Aug 24, 2026 · 29:32
In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming environment for…
Aug 20, 2026 · 29:41
In this episode, Matthew Jarvis interviews Darren Whissen from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas. They…
Aug 17, 2026 · 31:46
When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, gather…
Aug 13, 2026 · 25:41
In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in business deals. They…
Aug 10, 2026 · 28:00
In this episode, hosts Matt and Micah discuss the critical importance of delivering value to clients in financial planning. They explore the concept of value adds, emphasizing…
Aug 6, 2026 · 27:09
In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA relationships,…
Aug 3, 2026 · 29:46
In this episode, hosts Matthew Jarvis and Micah Shilanski delve into the complexities of productivity, particularly focusing on email management and setting client expectations.…
Jul 30, 2026 · 28:07
In this episode, Matthew Jarvis and Shelby Nicholl discuss the intricacies of channel evaluation for financial advisors. They explore the importance of timely decision-making,…
Jul 27, 2026 · 25:51
In this episode, Micah and Matt discuss the critical role of setting client expectations in financial advising, particularly in the context of estate planning. They explore how…
Jul 23, 2026 · 33:22
In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable compensation, and…
Jul 20, 2026 · 26:06
In this episode of the TPR Podcast, Micah and Matt delve into the critical aspects of client onboarding and fee presentation in financial advisory. They discuss the common 'head…
Jul 16, 2026 · 32:14
In this episode, Matthew and Peter from JPTD discuss the current landscape of financial advisory practices, focusing on the role of private equity, the impact of capital…
Jul 13, 2026 · 30:06
In this episode, Micah and Matt discuss the importance of data tracking in marketing for financial advisors. They emphasize that many advisors are not truly marketing but rather…
Jul 9, 2026 · 30:00
In this episode of the TPR Podcast, Matthew interviews Charlie Gipple, an expert in the insurance and annuity industry. They discuss Charlie's journey from corporate executive to…
Jul 6, 2026 · 23:07
In this episode of the TPR Podcast, hosts Matthew and Micah delve into the intricacies of the prospect process, focusing on how to effectively close meetings and discuss fees…
Jul 2, 2026 · 30:53
In this episode, Matt interviews Sam Flatten, a financial planner who has developed a unique approach to financial planning by leveraging technology while maintaining a strong…
Jun 29, 2026 · 27:07
In this episode, Micah and Matt discuss the critical relationship between fees and the value provided in financial planning. They emphasize the importance of understanding client…
Jun 25, 2026 · 28:34
In this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights from the Carson Group…
Jun 22, 2026 · 22:03
In this episode, Micah and Jarvis discuss the critical relationship between perceived value and fees in financial advising. They explore the concept of 'head trash'—the negative…
Jun 18, 2026 · 30:49
In this episode, Matthew Daugherty shares his journey in financial planning, highlighting the impact of masterminds on his growth. He discusses the evolution of his practice, the…
Jun 15, 2026 · 27:07
In this episode, Matt and Micah discuss the critical importance of understanding and communicating value in the financial advisory industry. They explore the common issue of…
Jun 11, 2026 · 29:36
In this episode of the TPR podcast, Matthew Jarvis and Ted Jenkin discuss the evolving landscape of financial advisory, focusing on M&A deals, the importance of hard work, and…
Jun 8, 2026 · 26:31
In this episode, Micah and Jarvis delve into the intricacies of real estate investment, emphasizing the importance of effective communication in financial advising. They discuss…
Jun 4, 2026 · 36:11
In this episode, Matthew Jarvis, Derek Notman, and H. Adam Holt discuss the themes of fatherhood, entrepreneurship, and the importance of intentional presence in parenting. They…
Jun 1, 2026 · 31:25
In this episode of the TPR podcast, co-hosts Micah Shilanski and Matthew Jarvis break down the common pitfalls financial advisors face when managing and converting prospective…
May 28, 2026 · 30:37
In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from the Carson Group to discuss their recent acquisitions, the intricacies of deal approvals, and the…
May 18, 2026 · 20:10
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 financial advisory…
May 14, 2026 · 29:11
In this episode, Matthew Jarvis and Scott DiGiammarino discuss the evolving landscape of mergers and acquisitions (M&A) in the financial advisory space. They explore current…
May 4, 2026 · 22:51
In this episode, Micah and Matthew discuss the importance of checklists and processes in achieving professionalism and success in the financial advisory field. They explore how…
Apr 27, 2026 · 31:14
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance…
Apr 23, 2026 · 30:17
In this episode, the hosts discuss the current state of mergers and acquisitions (M&A) in the wealth management industry, focusing on the benefits for clients, the risks…
Apr 20, 2026 · 25:26
In this episode, Micah Shilanski and Matthew Jarvis discuss various tax strategies, investment risks, and the importance of understanding financial advice. They emphasize the…
Apr 16, 2026 · 32:17
In this episode of the TPR Podcast, hosts Matthew Jarvis and William Wade discuss three critical client scenarios that financial advisors frequently encounter. They explore the…
Apr 9, 2026 · 32:00
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…
Apr 2, 2026 · 32:07
In this episode, Derek Tharp discusses his unique perspectives on Social Security and retirement planning, challenging conventional wisdom and emphasizing the importance of…
Mar 26, 2026 · 33:28
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…
Mar 23, 2026 · 29:22
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…
Mar 19, 2026 · 30:53
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…
Mar 16, 2026 · 24:49
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…
Mar 12, 2026 · 27:04
In this episode, Matthew Jarvis and Scott DiGiammarino discuss the current state of financial advisory practices, focusing on market growth, practice valuation, and the…
Mar 9, 2026 · 31:39
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…
Mar 5, 2026 · 31:04
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.…
Mar 2, 2026 · 30:35
In this episode, Micah and Matt discuss the intricacies of client communication, particularly when clients express urgent concerns about their investments. They emphasize the…
Feb 23, 2026 · 28:23
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…
Feb 19, 2026 · 27:13
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…
Feb 16, 2026 · 27:39
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…
Feb 12, 2026 · 24:24
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…
Feb 5, 2026 · 31:56
In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life expectancy versus…
Feb 2, 2026 · 27:19
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…
Jan 26, 2026 · 34:48
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…
Jan 22, 2026 · 24:27
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…
Jan 19, 2026 · 28:21
In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of effective marketing…
Jan 15, 2026 · 33:44
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…
Jan 12, 2026 · 24:16
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…
Jan 5, 2026 · 29:53
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…
Dec 29, 2025 · 30:25
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…
Dec 26, 2025 · 29:04
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…
Dec 19, 2025 · 4:24
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…
Dec 15, 2025 · 32:11
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…
Dec 12, 2025 · 1:11:24
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…
Dec 11, 2025 · 31:07
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…
Dec 8, 2025 · 30:35
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…
Dec 5, 2025 · 43:18
Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been…
Dec 1, 2025 · 28:36
In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They…
Nov 28, 2025 · 38:13
In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting…
Nov 24, 2025 · 33:59
In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses, particularly in the…
Nov 21, 2025 · 40:27
In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her…
Nov 17, 2025 · 27:07
In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They explore how discipline…
Nov 14, 2025 · 21:13
Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial…
Nov 10, 2025 · 32:52
This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous…
Nov 7, 2025 · 29:05
Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM,…
Nov 3, 2025 · 27:15
In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore…
Oct 31, 2025 · 28:29
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…
Oct 27, 2025 · 28:44
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…
Oct 24, 2025 · 27:31
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…
Oct 23, 2025 · 30:47
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…
Oct 20, 2025 · 34:39
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…
Oct 17, 2025 · 24:39
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…
Oct 16, 2025 · 30:21
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…
Oct 13, 2025 · 25:44
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…
Oct 10, 2025 · 23:28
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…
Oct 6, 2025 · 30:14
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…
Oct 3, 2025 · 37:43
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…
Sep 29, 2025 · 25:15
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…
Sep 26, 2025 · 30:29
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…
Sep 22, 2025 · 22:51
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…
Sep 19, 2025 · 26:09
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…
Sep 15, 2025 · 23:22
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…
Sep 12, 2025 · 30:20
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…
Sep 11, 2025 · 28:36
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),…
Sep 8, 2025 · 26:52
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…
Sep 5, 2025 · 31:39
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…
Sep 1, 2025 · 25:40
In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers the importance of…
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