The Perfect RIA

A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Categories:

Business

784 Episodes

  1. Why Your Value Proposition Matters More Than Your Fee

    Published: 2/28/2025

  2. The Fees Are Only Up Because The Market Is Up… [Episode 297]

    Published: 2/24/2025

  3. Goal Setting Gone Right: Stop Faking It, Start Making It

    Published: 2/21/2025

  4. From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]

    Published: 2/17/2025

  5. Why Two Advisors Decided to Spill Their Secrets

    Published: 2/14/2025

  6. Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]

    Published: 2/10/2025

  7. Estate Planning: From Checkbox to Cornerstone

    Published: 2/7/2025

  8. A Trust Will Solve All My Problems… [Episode 294]

    Published: 2/3/2025

  9. Beyond the Numbers: The Human Side of Retiring

    Published: 1/31/2025

  10. The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

    Published: 1/27/2025

  11. Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline

    Published: 1/24/2025

  12. So, How Will You Get All Those New Clients? [Episode 292]

    Published: 1/20/2025

  13. Why Clients Leave (And How to Keep Them)

    Published: 1/17/2025

  14. What Was Your NET Client Flow In 2024? [Episode 291]

    Published: 1/13/2025

  15. Entitlement vs. Intention

    Published: 1/10/2025

  16. What You Are Entitled To In 2025 [Episode 290]

    Published: 1/6/2025

  17. Soft Skills, Hard Truths

    Published: 1/3/2025

  18. Don’t Worry, I Can Skip The Soft Stuff [Episode 289]

    Published: 12/30/2024

  19. How Comfort Zones and Wishful Thinking Impact Your Growth

    Published: 12/27/2024

  20. Encore Episode: Goals and Productivity

    Published: 12/26/2024

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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.