784 Episodes

  1. Finding Good Talent with Yosef Colish [Episode 110]

    Published: 4/19/2021

  2. Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport

    Published: 4/14/2021

  3. The “Perfect” Way to Rollover a 401(k) [Episode 109]

    Published: 4/12/2021

  4. Tips from the Trenches - Buckets

    Published: 4/7/2021

  5. The Right Size Financial Plan [Episode 108]

    Published: 4/5/2021

  6. Reading Time with Jarvis - Solve for Happy by Mo Gawdat

    Published: 3/31/2021

  7. Tips from the Trenches - Delivering Massive Value

    Published: 3/24/2021

  8. Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller

    Published: 3/17/2021

  9. How Long Does it Take You to Create a Tax Plan? [Episode 107]

    Published: 3/15/2021

  10. Tips from the Trenches - Clients' Kids' Accounts

    Published: 3/10/2021

  11. Why Do You Complain vs Improve? [Episode 106]

    Published: 3/8/2021

  12. Reading Time with Jarvis - Never Split the Difference by Chris Voss

    Published: 3/3/2021

  13. How Do I Deliver Massive Value? [Episode 105]

    Published: 3/1/2021

  14. Tips from the Trenches - Fees

    Published: 2/24/2021

  15. Reading Time with Jarvis - Influence by Robert Cialdini

    Published: 2/17/2021

  16. Why Is the Fee Conversation SO Hard!? [Episode 104]

    Published: 2/15/2021

  17. Tips from the Trenches - 2nd Opinion

    Published: 2/10/2021

  18. How Long Does It Take To Create a Financial Plan? [Episode 103]

    Published: 2/8/2021

  19. Tips from the Trenches - Client Email

    Published: 2/3/2021

  20. What If I Don't Want a Lifestyle Practice? [Episode 102]

    Published: 2/1/2021

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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.