The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Recent Episodes
Unlocking M&A Secrets with Ted Jenkin
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 effective marketing…
Back By Popular Demand [Episode 353]
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 the necessity of…
The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
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 share insights from…
Process Over Guesswork: The Path to Master Prospecting [Episode 352]
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 clients. They tackle…
Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan
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 importance of…
Encore Episode: Yes, There is One Silver Bullet
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 world. Forget the fantasy…
Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino
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 trends, the…
The Power of Mental Checklists [Episode 351]
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 mental checklists can…
Encore Episode: You Thought It Would Be Easy…
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 of setting realistic…
How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan
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 involved, and the…
Navigating Investment Risks with Confidence [Episode 350]
In this episode, Micah Shilanski and Matthew Jarvis discuss various tax strategies, investment risks, and the importance of understanding financial advice. They emphasize the need for clear…
The Importance of Lifetime Income in Retirement Planning With William Wade
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 implications of…
The Impact of Market Dynamics on Financial Practices with John Poole
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…
The Real Risks of Retirement With Derek Tharp
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…
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
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…
Encore Episode: You Are Only Cheating Yourself
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,…
From Struggle to Seven Figures: Aaron Schmerling's Journey
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…
Encore Episode: When Value Adds Go Wrong
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,…
The Future of Financial Advisory Practices With Scott DiGiammarino
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…
Encore Episode: The Perfect Surge Dates
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…
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The Perfect RIA has published 910 episodes since March 2018, covering topics in Business, Business News.
The Perfect RIA is currently highly active with new episodes weekly. Average episode length is 23m.
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