{"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":"The Power of Mental Checklists [Episode 351]","slug":"the-power-of-mental-checklists-episode-351","published_at":"2026-05-04T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/the-power-of-mental-checklists-episode-351","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/the-power-of-mental-checklists-episode-351","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_05.04.26_Audio_Export.mp3?dest-id=674705","summary":"In this episode, Micah and Matthew discuss the importance of checklists and processes in achieving professionalism and success in the financial advisory field. They explore how mental checklists can enhance client experience, the significance of diligence in daily tasks, and the distinction between checklists and processes. The conversation emphasizes the need for effective organization to ensure a seamless client experience and the importance of inspecting tasks to maintain high standards. The Power of Mental Checklists [Episode 351] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs","meta_description":"In this episode, Micah and Matthew discuss the importance of checklists and processes in achieving professionalism and success in the financial advisory f…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1371,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/the-power-of-mental-checklists-episode-351/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/the-power-of-mental-checklists-episode-351.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}