# The Perfect RIA Page: https://stenobird.com/podcast/the-perfect-ria-537160 Text version: https://stenobird.com/podcast/the-perfect-ria-537160.md RSS feed: https://theperfectpractice.libsyn.com/rss Official site: https://theperfectria.com/podcast Author: Matthew Jarvis & Micah Shilanski Episodes: 917 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160 Markdown: https://stenobird.com/podcast/the-perfect-ria-537160.md ## Episodes - [How Does a Prospect Say Yes? [Episode 357]](https://stenobird.com/podcast/the-perfect-ria-537160/how-does-a-prospect-say-yes-episode-357) — 2026-07-06T07:00:00+00:00 - [Revolutionizing Financial Planning with Sam Flatten](https://stenobird.com/podcast/the-perfect-ria-537160/revolutionizing-financial-planning-with-sam-flatten) — 2026-07-02T07:00:00+00:00 - [Fees Are Never The Issue [Episode 356]](https://stenobird.com/podcast/the-perfect-ria-537160/fees-are-never-the-issue-episode-356) — 2026-06-29T07:00:00+00:00 - [The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan](https://stenobird.com/podcast/the-perfect-ria-537160/the-power-of-partnership-in-financial-advisory-with-michael-belluomini-and-liam-heffernan) — 2026-06-25T14:00:00+00:00 - [Head Trash: Overcoming Mental Barriers in Advising [Episode 355]](https://stenobird.com/podcast/the-perfect-ria-537160/head-trash-overcoming-mental-barriers-in-advising-episode-355) — 2026-06-22T07:00:00+00:00 - [Building a Collaborative Financial Firm With Matthew Daugherty](https://stenobird.com/podcast/the-perfect-ria-537160/building-a-collaborative-financial-firm-with-matthew-daugherty) — 2026-06-18T07:00:00+00:00 - [Why One Percent Is For Discount Advisors? [Episode 354]](https://stenobird.com/podcast/the-perfect-ria-537160/why-one-percent-is-for-discount-advisors-episode-354) — 2026-06-15T07:00:00+00:00 - [Unlocking M&A Secrets with Ted Jenkin](https://stenobird.com/podcast/the-perfect-ria-537160/unlocking-m-a-secrets-with-ted-jenkin) — 2026-06-11T07:00:00+00:00 - [Back By Popular Demand [Episode 353]](https://stenobird.com/podcast/the-perfect-ria-537160/back-by-popular-demand-episode-353) — 2026-06-08T07:00:00+00:00 - [The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt](https://stenobird.com/podcast/the-perfect-ria-537160/the-rebl-dad-book-insights-and-inspirations-with-derek-notman-and-h-adam-holt) — 2026-06-04T07:00:00+00:00 - [Process Over Guesswork: The Path to Master Prospecting [Episode 352]](https://stenobird.com/podcast/the-perfect-ria-537160/process-over-guesswork-the-path-to-master-prospecting-episode-352) — 2026-06-01T07:00:00+00:00 - [Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan](https://stenobird.com/podcast/the-perfect-ria-537160/unlocking-value-through-strategic-acquisitions-with-michael-belluomini-and-liam-heffernan) — 2026-05-28T07:00:00+00:00 - [Encore Episode: Yes, There is One Silver Bullet](https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-yes-there-is-one-silver-bullet) — 2026-05-18T07:00:00+00:00 - [Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino](https://stenobird.com/podcast/the-perfect-ria-537160/understanding-deal-dynamics-in-financial-advisory-with-scott-digiammarino) — 2026-05-14T07:00:00+00:00 - [The Power of Mental Checklists [Episode 351]](https://stenobird.com/podcast/the-perfect-ria-537160/the-power-of-mental-checklists-episode-351) — 2026-05-04T07:00:00+00:00 - [Encore Episode: You Thought It Would Be Easy…](https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-you-thought-it-would-be-easy) — 2026-04-27T07:00:00+00:00 - [How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan](https://stenobird.com/podcast/the-perfect-ria-537160/how-m-a-benefits-clients-and-advisors-with-michael-belluomini-and-liam-heffernan) — 2026-04-23T07:00:00+00:00 - [Navigating Investment Risks with Confidence [Episode 350]](https://stenobird.com/podcast/the-perfect-ria-537160/navigating-investment-risks-with-confidence-episode-350) — 2026-04-20T07:00:00+00:00 - [The Importance of Lifetime Income in Retirement Planning With William Wade](https://stenobird.com/podcast/the-perfect-ria-537160/the-importance-of-lifetime-income-in-retirement-planning-with-william-wade) — 2026-04-16T07:00:00+00:00 - [The Impact of Market Dynamics on Financial Practices with John Poole](https://stenobird.com/podcast/the-perfect-ria-537160/the-impact-of-market-dynamics-on-financial-practices-with-john-poole) — 2026-04-09T07:00:00+00:00 - [The Real Risks of Retirement With Derek Tharp](https://stenobird.com/podcast/the-perfect-ria-537160/the-real-risks-of-retirement-with-derek-tharp) — 2026-04-02T07:00:00+00:00 - [Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan](https://stenobird.com/podcast/the-perfect-ria-537160/understanding-growth-metrics-in-a-bull-market-with-michael-belluomini-and-liam-heffernan) — 2026-03-26T07:00:00+00:00 - [Encore Episode: You Are Only Cheating Yourself](https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-you-are-only-cheating-yourself) — 2026-03-23T07:00:00+00:00 - [From Struggle to Seven Figures: Aaron Schmerling's Journey](https://stenobird.com/podcast/the-perfect-ria-537160/from-struggle-to-seven-figures-aaron-schmerling-s-journey) — 2026-03-19T07:00:00+00:00 - [Encore Episode: When Value Adds Go Wrong](https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-when-value-adds-go-wrong) — 2026-03-16T07:00:00+00:00 - [The Future of Financial Advisory Practices With Scott DiGiammarino](https://stenobird.com/podcast/the-perfect-ria-537160/the-future-of-financial-advisory-practices-with-scott-digiammarino) — 2026-03-12T08:00:00+00:00 - [Encore Episode: The Perfect Surge Dates](https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-the-perfect-surge-dates) — 2026-03-09T08:00:00+00:00 - [Maximizing Productivity with AI and Delegation With Kyle Willis](https://stenobird.com/podcast/the-perfect-ria-537160/maximizing-productivity-with-ai-and-delegation-with-kyle-willis) — 2026-03-05T08:00:00+00:00 - [It's The End Of The World… What Do We Do? [Episode 349]](https://stenobird.com/podcast/the-perfect-ria-537160/it-s-the-end-of-the-world-what-do-we-do-episode-349) — 2026-03-02T08:00:00+00:00 - [Why Every Advisor Needs to Create Content [Episode 348]](https://stenobird.com/podcast/the-perfect-ria-537160/why-every-advisor-needs-to-create-content-episode-348) — 2026-02-23T08:00:00+00:00 - [The Ethics of Business Transitions With Brian Hanks](https://stenobird.com/podcast/the-perfect-ria-537160/the-ethics-of-business-transitions-with-brian-hanks) — 2026-02-19T08:00:00+00:00 - [The Best Fee Script Ever [Episode 347]](https://stenobird.com/podcast/the-perfect-ria-537160/the-best-fee-script-ever-episode-347) — 2026-02-16T08:00:00+00:00 - [Understanding Valuation Trends in Today's Market With John Poole](https://stenobird.com/podcast/the-perfect-ria-537160/understanding-valuation-trends-in-today-s-market-with-john-poole) — 2026-02-12T08:00:00+00:00 - [The Longevity Factor in Retirement With Brian Smith](https://stenobird.com/podcast/the-perfect-ria-537160/the-longevity-factor-in-retirement-with-brian-smith) — 2026-02-05T08:00:00+00:00 - [The Integrity of Meeting Timeliness [Episode 346]](https://stenobird.com/podcast/the-perfect-ria-537160/the-integrity-of-meeting-timeliness-episode-346) — 2026-02-02T08:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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