Podcast

The Perfect RIA

Author: Matthew Jarvis & Micah Shilanski
Feed episode count: 917
Official site: https://theperfectria.com/podcast
RSS: https://theperfectpractice.libsyn.com/rss
JSON: /v1/public/podcasts/the-perfect-ria-537160
Markdown: /podcast/the-perfect-ria-537160.md

Summary

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.

Episodes

Jul 6, 2026 · not_requested

How Does a Prospect Say Yes? [Episode 357]

Duration seconds: 1387
Source: https://theperfectpractice.libsyn.com/how-does-a-prospect-say-yes-episode-357

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Jul 2, 2026 · not_requested

Revolutionizing Financial Planning with Sam Flatten

Duration seconds: 1853
Source: https://theperfectria.com/podcast/revolutionizing-financial-planning-with-sam-flatten/

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Jun 29, 2026 · not_requested

Fees Are Never The Issue [Episode 356]

Duration seconds: 1627
Source: https://theperfectpractice.libsyn.com/fees-are-never-the-issue-episode-356

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Jun 25, 2026 · not_requested

The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan

Duration seconds: 1714
Source: https://theperfectpractice.libsyn.com/the-power-of-partnership-in-financial-advisory-with-michael-belluomini-and-liam-heffernan

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Jun 22, 2026 · not_requested

Head Trash: Overcoming Mental Barriers in Advising [Episode 355]

Duration seconds: 1323
Source: https://theperfectpractice.libsyn.com/head-trash-overcoming-mental-barriers-in-advising-episode-355

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Jun 18, 2026 · not_requested

Building a Collaborative Financial Firm With Matthew Daugherty

Duration seconds: 1849
Source: https://theperfectpractice.libsyn.com/building-a-collaborative-financial-firm-with-matthew-daugherty

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Jun 15, 2026 · not_requested

Why One Percent Is For Discount Advisors? [Episode 354]

Duration seconds: 1627
Source: https://theperfectpractice.libsyn.com/why-one-percent-is-for-discount-advisors-episode-354

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Jun 11, 2026 · not_requested

Unlocking M&A Secrets with Ted Jenkin

Duration seconds: 1776
Source: https://theperfectpractice.libsyn.com/unlocking-ma-secrets-with-ted-jenkin

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Jun 8, 2026 · not_requested

Back By Popular Demand [Episode 353]

Duration seconds: 1591
Source: https://theperfectpractice.libsyn.com/back-by-popular-demand-episode-353

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Jun 4, 2026 · not_requested

The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt

Duration seconds: 2171
Source: https://theperfectpractice.libsyn.com/the-rebel-dad-book-insights-and-inspirations-with-derek-notman-and-h-adam-holt

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Jun 1, 2026 · not_requested

Process Over Guesswork: The Path to Master Prospecting [Episode 352]

Duration seconds: 1885
Source: https://theperfectpractice.libsyn.com/process-over-guesswork-the-path-to-master-prospecting-episode-352

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May 28, 2026 · not_requested

Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan

Duration seconds: 1837
Source: https://theperfectpractice.libsyn.com/unlocking-value-through-strategic-acquisitions-with-michael-belluomini-and-liam-heffernan

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May 18, 2026 · not_requested

Encore Episode: Yes, There is One Silver Bullet

Duration seconds: 1210
Source: https://theperfectpractice.libsyn.com/encore-episode-yes-there-is-one-silver-bullet

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May 14, 2026 · not_requested

Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

Duration seconds: 1751
Source: https://theperfectpractice.libsyn.com/understanding-deal-dynamics-in-financial-advisory-with-scott-digiammarino

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May 4, 2026 · not_requested

The Power of Mental Checklists [Episode 351]

Duration seconds: 1371
Source: https://theperfectpractice.libsyn.com/the-power-of-mental-checklists-episode-351

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Apr 27, 2026 · not_requested

Encore Episode: You Thought It Would Be Easy…

Duration seconds: 1874
Source: https://theperfectpractice.libsyn.com/encore-episode-you-thought-it-would-be-easy

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Apr 23, 2026 · not_requested

How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan

Duration seconds: 1817
Source: https://theperfectpractice.libsyn.com/how-ma-benefits-clients-and-advisors-with-michael-belluomini-and-liam-heffernan

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Apr 20, 2026 · not_requested

Navigating Investment Risks with Confidence [Episode 350]

Duration seconds: 1526
Source: https://theperfectpractice.libsyn.com/navigating-investment-risks-with-confidence-episode-350

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Apr 16, 2026 · not_requested

The Importance of Lifetime Income in Retirement Planning With William Wade

Duration seconds: 1937
Source: https://theperfectpractice.libsyn.com/the-importance-of-lifetime-income-in-retirement-planning-with-william-wade

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Apr 9, 2026 · not_requested

The Impact of Market Dynamics on Financial Practices with John Poole

Duration seconds: 1920
Source: https://theperfectpractice.libsyn.com/the-impact-of-market-dynamics-on-financial-practices-with-john-poole

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Apr 2, 2026 · not_requested

The Real Risks of Retirement With Derek Tharp

Duration seconds: 1927
Source: https://theperfectpractice.libsyn.com/the-real-risks-of-retirement-with-derek-tharp

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Mar 26, 2026 · not_requested

Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan

Duration seconds: 2008
Source: https://theperfectpractice.libsyn.com/understanding-growth-metrics-in-a-bull-market-with-michael-belluomini-and-liam-heffernan

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Mar 23, 2026 · not_requested

Encore Episode: You Are Only Cheating Yourself

Duration seconds: 1762
Source: https://theperfectpractice.libsyn.com/encore-episode-you-are-only-cheating-yourself

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Mar 19, 2026 · not_requested

From Struggle to Seven Figures: Aaron Schmerling's Journey

Duration seconds: 1853
Source: https://theperfectpractice.libsyn.com/from-struggle-to-seven-figures-aaron-schmerlings-journey

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Mar 16, 2026 · not_requested

Encore Episode: When Value Adds Go Wrong

Duration seconds: 1489
Source: https://theperfectpractice.libsyn.com/encore-episode-when-value-adds-go-wrong

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Mar 12, 2026 · not_requested

The Future of Financial Advisory Practices With Scott DiGiammarino

Duration seconds: 1624
Source: https://theperfectpractice.libsyn.com/the-future-of-financial-advisory-practices-with-scott-digiammarino

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Mar 9, 2026 · not_requested

Encore Episode: The Perfect Surge Dates

Duration seconds: 1899
Source: https://theperfectpractice.libsyn.com/encore-episode-the-perfect-surge-dates

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Mar 5, 2026 · not_requested

Maximizing Productivity with AI and Delegation With Kyle Willis

Duration seconds: 1864
Source: https://theperfectpractice.libsyn.com/maximizing-productivity-with-ai-and-delegation-with-kyle-willis

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Mar 2, 2026 · not_requested

It's The End Of The World… What Do We Do? [Episode 349]

Duration seconds: 1835
Source: https://theperfectpractice.libsyn.com/its-the-end-of-the-world-what-do-we-do-episode-349

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Feb 23, 2026 · not_requested

Why Every Advisor Needs to Create Content [Episode 348]

Duration seconds: 1703
Source: https://theperfectpractice.libsyn.com/why-every-advisor-needs-to-create-content-episode-348

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Feb 19, 2026 · not_requested

The Ethics of Business Transitions With Brian Hanks

Duration seconds: 1633
Source: https://theperfectpractice.libsyn.com/the-ethics-of-business-transitions-with-brian-hanks

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Feb 16, 2026 · not_requested

The Best Fee Script Ever [Episode 347]

Duration seconds: 1659
Source: https://theperfectpractice.libsyn.com/the-best-fee-script-ever-episode-347

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Feb 12, 2026 · not_requested

Understanding Valuation Trends in Today's Market With John Poole

Duration seconds: 1464
Source: https://theperfectpractice.libsyn.com/understanding-valuation-trends-in-todays-market-with-john-poole

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Feb 5, 2026 · not_requested

The Longevity Factor in Retirement With Brian Smith

Duration seconds: 1916
Source: https://theperfectpractice.libsyn.com/the-longevity-factor-in-retirement-with-brian-smith

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Feb 2, 2026 · not_requested

The Integrity of Meeting Timeliness [Episode 346]

Duration seconds: 1639
Source: https://theperfectpractice.libsyn.com/the-integrity-of-meeting-timeliness-episode-346

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