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.
29episodes
Episodes
Newest firstAll episodes
The Rebel Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
4d ago00:36:11Tap to summarizeIn 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 their new book, 'The Rebel Dad Book,' and explore the challenges fathers face in balancing their careers and family life. The conversation highlights the significance of creating a supportive community for dads to share their experiences and learn from one another. In this conversation, the hosts explore the challenges of modern parenting, the importance of finding balance between work and family, and the journey of writing a book aimed at helping dads. They discuss the significance of community, sharing experiences, and actionable tips for improving relationships with children. The conversation emphasizes the need for vulnerability and connection in parenting, as well as practical steps that dads can take to enhance their family life. The Rebel Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt Resources in today's episode: - Matt Jarvis: Website | LinkedIn - H. Adam Holt - Website | LinkedIn - Derek Notman - Website | LinkedIn - Buy the Book! - Learn More about our Coaching Program
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Process Over Guesswork: The Path to Master Prospecting [Episode 352]
1w ago00:31:25Tap to summarizeIn 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 the "head trash" that leads advisors to constantly alter their sales processes for either highly wealthy or non-ideal prospects, showing how deviating from a standard process heavily diminishes the value delivered. The duo highlights the critical importance of a structured prospect pipeline, defining ideal clients through their Three Ps (Personable, Productive, Profitable) framework. They share how adding strategic friction such as introducing a fee for the initial consultation can weed out uncommitted prospects, boost show rates, and maximize "at-bats" for actual growth. Ultimately, they argue that true organic growth requires rigorous tracking of real performance metrics over emotional guesswork. Process Over Guesswork: The Path to Master Prospecting [Episode 352] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan
2w ago00:30:37Tap to summarizeIn 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 cultural fit in acquisitions. They delve into the structure of acquisition payments, the significance of maintaining a full pipeline, and the financial discipline required in the M&A landscape. The conversation also covers the importance of growth metrics in valuation and the tax implications for advisors considering a partnership with larger firms. Unlocking Value Through Strategic Acquisitions 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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Encore Episode: Yes, There is One Silver Bullet
3w ago00:20:10Tap to summarizeIn 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 of overnight miracles and magical quick fixes. This episode is a no-nonsense dive into the unglamorous—but absolutely essential—reality of building a thriving practice. Spoiler alert: There's no silver bullet waiting to transform your business overnight. Those shiny logo packages, sparkling new websites, and expensive consultants? They're not your golden ticket. The episode challenges financial advisors to stop looking for shortcuts and start investing in what truly matters. It's about refining your processes with surgical precision, mastering the art of communication, and developing a level of accountability so extreme it might make your past self blush. Success isn't about looking good—it's about doing the work that most people are too afraid to tackle. Encore Episode: Yes, There is One Silver Bullet Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino
4w ago00:29:11Tap to summarizeIn 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 importance of understanding deal dynamics, and the implications of earnouts and capital needs. The conversation also delves into succession planning for the next generation, the risks of delaying a sale, and the impact of AI on the industry. Scott emphasizes the importance of strategic partnerships and provides insights on when advisors should consider evaluating their practice's value in the current market. Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs
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The Power of Mental Checklists [Episode 351]
May 400:22:51Tap to summarizeIn 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 enhance client experience, the significance of diligence in daily tasks, and the distinction between checklists and processes. The conversation emphasizes the need for effective organization to ensure a seamless client experience and the importance of inspecting tasks to maintain high standards. The Power of Mental Checklists [Episode 351] Resources in today's episode: - Micah Shilanski: Website | LinkedIn- Matt Jarvis: Website | LinkedIn- Learn More about our Coaching Programs
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Encore Episode: You Thought It Would Be Easy…
Apr 2700:31:14Tap to summarizeMatt 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 expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They'll share how they make sure to draw a clear line between marketing and advertising activities, highlighting the need for measurable ROI and client action and caution against falling into the trap of following flashy success stories without considering the hard work behind them. Encore Episode: You Thought It Would Be Easy… Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan
Apr 2300:30:17Tap to summarizeIn 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 importance of succession planning for advisors. They emphasize the need for advisors to prepare for transitions and the potential pitfalls of waiting too long to sell their practices. The conversation also touches on the technological advancements in the industry and how they can enhance client service. In this conversation, the speakers discuss the critical aspects of preparing a business for sale, emphasizing the importance of a five to seven year plan for growth-oriented firms. They explore the challenges faced by advisors as they scale their businesses, particularly the transition from small to larger firms and the complexities that arise. The discussion also highlights the significance of understanding net new assets and the impact of unexpected life events on business continuity. Additionally, the speakers address the trend of younger advisors engaging in deals and the flexibility in deal structures for high-growth advisors. How M&A Benefits Clients and Advisors 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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Navigating Investment Risks with Confidence [Episode 350]
Apr 2000:25:26Tap to summarizeIn 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 communication with clients, the role of AI in finance, and the significance of evaluating investment opportunities carefully. The conversation also highlights the importance of guiding clients through their financial decisions and establishing firm investment rules to protect against potential losses. Navigating Investment Risks with Confidence [Episode 350] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs
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The Importance of Lifetime Income in Retirement Planning With William Wade
Apr 1600:32:17Tap to summarizeIn 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 clients holding large cash reserves, the anxiety surrounding market volatility, and the need for clients to feel empowered to spend their money. Through real-life examples and case studies, they emphasize the importance of strategic financial planning, the role of annuities in providing lifetime income, and the necessity of addressing clients' concerns transparently. The conversation highlights how advisors can guide clients in making informed decisions that align with their long-term financial goals. The Importance of Lifetime Income in Retirement Planning With William Wade Resources in today's episode: - Matt Jarvis: Website | LinkedIn - William Wade: Website | LinkedIn - FIA evaluations of existing annuity contracts - Learn More about our Coaching Programs
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