784 Episodes

  1. Tips from the Trenches - Holding Your Value

    Published: 10/20/2021

  2. How Do I Get Referrals From CPAs? [Episode 128]

    Published: 10/18/2021

  3. Follow Up Friday - I'll Do It Later

    Published: 10/15/2021

  4. Reading Time with Jarvis - Delivering Massive Value - Chapter 9

    Published: 10/13/2021

  5. I'll Do It Later [Episode 127]

    Published: 10/11/2021

  6. Follow Up Friday - Double Your Practice

    Published: 10/8/2021

  7. Tips from the Trenches - Christmas in October

    Published: 10/6/2021

  8. Double Your Practice [Episode 126]

    Published: 10/4/2021

  9. Reading Time with Jarvis - Deep Work by Cal Newport

    Published: 9/29/2021

  10. Follow Up Friday - Team Won't Implement

    Published: 9/24/2021

  11. Tips from the Trenches - Assuming on a Client Plan

    Published: 9/22/2021

  12. Team Won’t Implement [Episode 125]

    Published: 9/20/2021

  13. Follow Up Friday - It's Not Just Matt and Micah That Surge

    Published: 9/17/2021

  14. Reading Time with Jarvis - Nerd's Eye View by Michael Kitces

    Published: 9/15/2021

  15. It's Not Just Matt and Micah That Surge [Episode 124]

    Published: 9/13/2021

  16. Follow Up Friday - Is There A Wannabe Doctor On Board?

    Published: 9/10/2021

  17. Tips from the Trenches - The Power of One Page

    Published: 9/8/2021

  18. Is There A Wannabe Doctor On Board? [Episode 123]

    Published: 9/6/2021

  19. Reading Time with Jarvis - The Rich Barber Method by Chuka Torres

    Published: 9/1/2021

  20. Tips from the Trenches - Follow The Process

    Published: 8/25/2021

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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.