{"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":"Revolutionizing Financial Planning with Sam Flatten","slug":"revolutionizing-financial-planning-with-sam-flatten","published_at":"2026-07-02T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/revolutionizing-financial-planning-with-sam-flatten","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectria.com/podcast/revolutionizing-financial-planning-with-sam-flatten/","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_Thur_07.02.06_Audio_Export_.mp3?dest-id=674705","summary":"In this episode, Matt interviews Sam Flatten, a financial planner who has developed a unique approach to financial planning by leveraging technology while maintaining a strong understanding of traditional methods. Sam shares his background in the industry, the evolution of financial planning tools, and the importance of focusing on client outcomes. He discusses how he supports advisors by providing clarity and efficiency in their planning processes, emphasizing the need for a balance between technology and personal understanding in financial planning. Revolutionizing Financial Planning with Sam Flatten Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Sam Flaten: Website | LinkedIn - Learn More about our Coaching Programs","meta_description":"In this episode, Matt interviews Sam Flatten, a financial planner who has developed a unique approach to financial planning by leveraging technology while…","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/revolutionizing-financial-planning-with-sam-flatten/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/revolutionizing-financial-planning-with-sam-flatten.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}