The Perfect RIA

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.

How to Get More Clients This Summer [Episode 318] 07/21/2025

Encore Episode: What Are Prospects ACTUALLY Saying 07/18/2025

The M&A Playbook for Financial Advisors with Ted Jenkin 07/17/2025

Prospecting That Works [Episode 317] 07/14/2025

Encore Episode: How Are You Accountable When You Make a Client Mistake? 07/11/2025

Navigating Client Mistakes: A Guide for Advisors [Episodes 316] 07/07/2025

Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin 07/04/2025

From Business to Freedom With Jerome Myers [Episode 315] 06/30/2025

Encore episode - Why Don’t I Have More Prospects?!? 06/27/2025

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314] 06/23/2025

Encore Episode: You Said What In A Client Meeting?! 06/20/2025

Not Everyone Needs a Niche [Episode 313] 06/16/2025

Encore episode - Client Segmentation 06/13/2025

Navigating the New Era of Financial Advisory With Peter Velardi 06/12/2025

Work-Life Balance with Guest Dustin Frost [Episode 312] 06/09/2025

Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate? 06/06/2025

Lean Learning and Building True Fans with Pat Flynn [Episode 311] 06/02/2025

Encore Episode: What Is The Perfect RIA? 05/30/2025

Navigating The M&A Landscape With Jessica Polito [Episode 310] 05/26/2025

Encore episode - Double Your Practice 05/23/2025

The Art of Taking Time Off [Episode 309] 05/19/2025

Encore episode - You Drank a Soda in a Client Meeting?!? 05/16/2025

Bonus Episode: The Numbers Behind Financial Success 05/15/2025

The Critical Role of Talent in Advisory Firms [Episode 308] 05/12/2025

Encore episode - How Did I Lose $50,000 This Month!?! 05/09/2025

The Hard Truths of Success [Episode 307] 05/05/2025

Encore episode - How To Communicate Your Value To Clients [Episode 172] 05/02/2025

Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] 04/28/2025

Relationship Currency: Converting Cash Flow Conversations into Client Loyalty 04/25/2025

Value Beyond The Meeting [Episode 305] 04/21/2025