{"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":"Encore Episode: When Value Adds Go Wrong","slug":"encore-episode-when-value-adds-go-wrong","published_at":"2026-03-16T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/encore-episode-when-value-adds-go-wrong","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/encore-episode-when-value-adds-go-wrong","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/Encore_03.16.26.mp3?dest-id=674705","summary":"At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds, which provide specific, actionable advice. But with value adds, there are items to consider so that they not only provide massive value to your clients but so that your team is empowered as well. Matt and Micah will share the sometimes embarrassing mistakes that they've made while creating and sharing value adds. They'll share not only their experiences with what went wrong and why but how they learned from these mistakes and made their processes better. Listen in as they discuss how planning, team discussions, and doing what works can make value adds a success with your clients. Encore Episode: When Value Adds Go Wrong Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs","meta_description":"At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the n…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1489,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/encore-episode-when-value-adds-go-wrong/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/encore-episode-when-value-adds-go-wrong.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}