{"podcast":{"title":"The Perfect RIA","slug":"the-perfect-ria-537160","podcast_index_feed_id":537160,"rss_url":"https://theperfectpractice.libsyn.com/rss","website_url":"https://theperfectria.com/podcast","image_url":"https://static.libsyn.com/p/assets/6/e/a/9/6ea9d7d393006edfbafc7308ab683e82/TPR_New_Artwork-min.png","author":"Matthew Jarvis & Micah Shilanski","episode_count":917,"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.","last_synced_at":"2026-07-06T14:20:19.511356+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160"},"episode":{"title":"Building a Collaborative Financial Firm With Matthew Daugherty","slug":"building-a-collaborative-financial-firm-with-matthew-daugherty","published_at":"2026-06-18T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/building-a-collaborative-financial-firm-with-matthew-daugherty","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/building-a-collaborative-financial-firm-with-matthew-daugherty","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_Thur_06.18.26_Audio_Export.mp3?dest-id=674705","summary":"In this episode, Matthew Daugherty shares his journey in financial planning, highlighting the impact of masterminds on his growth. He discusses the evolution of his practice, the importance of collaboration, and the shift in client dynamics as he moved from taking on any client to focusing on those who align with his firm's values. The conversation emphasizes accountability, personal growth, and the transformative power of coaching and peer support. In this conversation, Jarvis and Matthew discuss the transformative power of masterminds, the importance of accountability, and the commitment to personal and professional growth. They explore the challenges and successes of building a strong team, the role of coaching in achieving goals, and the significance of fostering relationships within mastermind groups. Matthew shares insights on launching a podcast, hiring a coach, and developing a training program for his team, emphasizing the value of investing in growth and learning. Building a Collaborative Financial Firm With Matthew Daugherty Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Matthew Daugherty: Website | LinkedIn - Learn More about our Coaching Programs","meta_description":"In this episode, Matthew Daugherty shares his journey in financial planning, highlighting the impact of masterminds on his growth. He discusses the evolut…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1849,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/building-a-collaborative-financial-firm-with-matthew-daugherty/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-perfect-ria-537160/building-a-collaborative-financial-firm-with-matthew-daugherty.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}