{"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":"From Struggle to Seven Figures: Aaron Schmerling's Journey","slug":"from-struggle-to-seven-figures-aaron-schmerling-s-journey","published_at":"2026-03-19T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/from-struggle-to-seven-figures-aaron-schmerling-s-journey","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/from-struggle-to-seven-figures-aaron-schmerlings-journey","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_Thur_03.19.26_Audio_Export.mp3?dest-id=674705","summary":"In this episode of the TPR podcast, host Matthew Jarvis interviews Aaron Schmerling, a successful financial advisor who shares his journey from struggling in the industry to achieving significant growth and success. Aaron discusses the importance of financial planning, the challenges of client retention, and the necessity of implementing systems to enhance client relationships. He emphasizes the value of being uncomfortable in order to grow, the significance of delivering value to clients, and the benefits of specializing in a niche market. Aaron also talks about his prospecting efforts, building a team, and the process of tearing down and rebuilding his practice to ensure continued growth. He concludes with a commitment to launch a podcast aimed at serving the international community. From Struggle to Seven Figures: Aaron Schmerling's Journey Resources in today's episode: Resources: - Matt Jarvis: Website | LinkedIn - Aaron Schmerling: Website | LinkedIn - Learn More about our Coaching Programs","meta_description":"In this episode of the TPR podcast, host Matthew Jarvis interviews Aaron Schmerling, a successful financial advisor who shares his journey from struggling…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1853,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/from-struggle-to-seven-figures-aaron-schmerling-s-journey/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/from-struggle-to-seven-figures-aaron-schmerling-s-journey.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}