Podcast
The Perfect RIA
Hosted by Matthew Jarvis, CFP® & Micah Shilanski, CFP® · EN
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 seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
43episodes
Episodes
Newest firstAll episodes
Decoding Financial Advisory Roles With Brad Wooten
2d ago00:33:22Tap to summarizeIn 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 the importance of taking a holistic approach to tax strategy. Brad emphasizes the need for effective communication with clients, especially during tax season, and shares insights on how financial advisors and CPAs can collaborate more effectively. The conversation also touches on the infighting within the financial advisory space regarding fee structures and the importance of understanding each other's roles. In this conversation, Brad Wooten, CPA, shares insights on the financial advisory industry, emphasizing the importance of clarity in roles and services offered. He discusses the challenges of balancing work and family life, particularly during tax season, and how he manages to maintain a healthy schedule. Brad also delves into his approach to fee structures and client relationships, explaining how he navigates fee increases and client expectations. Finally, he reflects on the impact of deadlines on productivity, particularly in the context of tax season, and how he leverages this to enhance his efficiency. Decoding Financial Advisory Roles With Brad Wooten Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Brad Wooten Website | LinkedIn - Learn More about our Coaching Programs - The Summit 2026
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Confidence Comes From Repetitions [Episode 359]
5d ago00:26:06Tap to summarizeIn 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 trash' advisors face regarding their fees and the importance of understanding one's value. The conversation emphasizes the need for a solid onboarding process, building confidence in fee discussions, and the role of professional development and practice in achieving success. The hosts also highlight the significance of establishing clear rules for client interactions and the transformative power of masterminds in enhancing advisory practices. Confidence Comes From Repetitions [Episode 359] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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Capital Deployment and Growth Strategies With Peter Velardi
1w ago00:32:14Tap to summarizeIn 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 deployment on growth, and the challenges faced by advisors in an increasingly consolidated market. They explore the implications of AI on the industry, the ongoing wealth transfer between generations, and the importance of professional guidance in navigating M&A decisions. The conversation highlights the evolving nature of advisory practices and the potential for growth and success in the current environment. Capital Deployment and Growth Strategies With Peter Velardi Resources in today's episode: - Matt Jarvis: Website | LinkedIn - PeterVelardi: Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs
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You're Not Marketing, You're Guessing [Episode 358]
2w ago00:30:06Tap to summarizeIn 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 guessing due to a lack of concrete data. The conversation explores the discomfort associated with accountability and the necessity of tracking metrics to ensure success. They also delve into the significance of practicing presentations and preparing for objections to enhance effectiveness in client interactions. In this conversation, Micah and Jarvis discuss the intricacies of engaging an audience during presentations, particularly in the context of financial seminars. They emphasize the importance of warming up the audience, preparing for unexpected scenarios, and the necessity of tracking performance metrics to improve future events. The dialogue highlights strategies for effective communication, addressing audience concerns, and the significance of practice in delivering impactful presentations. You're Not Marketing, You're Guessing [Episode 358] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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Navigating the Insurance Landscape With Charlie Gipple
2w ago00:30:00Tap to summarizeIn 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 running his own Independent Marketing Organization (IMO), the importance of delivering value in financial services, and effective strategies for engaging clients through seminars. Charlie shares insights on navigating the complexities of annuities, the psychology of clients, and the significance of guaranteed income in retirement planning. The conversation emphasizes the need for financial advisors to understand their clients' fears and provide solutions that allow them to enjoy their retirement without the constant worry of running out of money. Navigating the Insurance Landscape With Charlie Gipple Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Charlie Gipple: Website | LinkedIn - Learn More about our Coaching Programs
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How Does a Prospect Say Yes? [Episode 357]
3w ago00:23:07Tap to summarizeIn 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 with potential clients. They emphasize the importance of transforming clients' lives through structured financial planning and overcoming the anxiety that often accompanies fee discussions. The conversation highlights the need for advisors to have a clear process, practice their delivery, and understand the value they provide to clients. By addressing common pitfalls and providing actionable insights, the hosts aim to empower financial advisors to enhance their client engagement and ultimately grow their practices. How Does a Prospect Say Yes? [Episode 357] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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Revolutionizing Financial Planning with Sam Flatten
3w ago00:30:53Tap to summarizeIn 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 understanding of traditional methods. Sam shares his background in the industry, the evolution of financial planning tools, and the importance of focusing on client outcomes. He discusses how he supports advisors by providing clarity and efficiency in their planning processes, emphasizing the need for a balance between technology and personal understanding in financial planning. Revolutionizing Financial Planning with Sam Flatten Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Sam Flaten: Website | LinkedIn - Learn More about our Coaching Programs
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Fees Are Never The Issue [Episode 356]
4w ago00:27:07Tap to summarizeIn 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 needs and ensuring a good fit before discussing fees. The conversation highlights the significance of a structured prospect process that builds value before price, maintaining consistency in client interactions, and the necessity of following established processes to achieve successful outcomes. The hosts also stress the importance of transparency and the need for clients to understand the value they receive for the fees they pay. Fees Are Never The Issue [Episode 356] - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
Jun 2500:28:34Tap to summarizeIn 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 regarding M&A trends, the importance of partnerships, and common missteps in valuation and deal structuring. The conversation highlights the significance of accurate financial representation, the impact of market conditions on business valuation, and the risks associated with middle market aggregators. The hosts emphasize the need for advisors to be prepared for potential sales and the evolution of Carson Group's business model in the advisory space. The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn- Liam Heffernan: Website | LinkedIn- Michael Belluomini: Website | LinkedIn- Download the evaluation framework Carson uses to assess RIA growth!- Learn More about our Coaching Programs
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Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
Jun 2200:22:03Tap to summarizeIn 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 thoughts that can undermine an advisor's confidence in their value proposition. The conversation emphasizes the importance of conviction in one's value, strategies to enhance client relationships, and the necessity of maintaining a positive mindset. They also highlight the significance of a morning success ritual and the impact of surrounding oneself with the right influences. The episode concludes with a call to action for advisors to focus on delivering value rather than getting caught up in fee discussions. Head Trash: Overcoming Mental Barriers in Advising [Episode 355] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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