{"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 Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan","slug":"the-power-of-partnership-in-financial-advisory-with-michael-belluomini-and-liam-heffernan","published_at":"2026-06-25T14:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/the-power-of-partnership-in-financial-advisory-with-michael-belluomini-and-liam-heffernan","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/the-power-of-partnership-in-financial-advisory-with-michael-belluomini-and-liam-heffernan","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_thur_06.25.26_Audio_Export_.mp3?dest-id=674705","summary":"In this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights from the Carson Group regarding M&A trends, the importance of partnerships, and common missteps in valuation and deal structuring. The conversation highlights the significance of accurate financial representation, the impact of market conditions on business valuation, and the risks associated with middle market aggregators. The hosts emphasize the need for advisors to be prepared for potential sales and the evolution of Carson Group's business model in the advisory space. The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Download the evaluation framework Carson uses to assess RIA growth! - Learn More about our Coaching Programs","meta_description":"In this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1714,"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-partnership-in-financial-advisory-with-michael-belluomini-and-liam-heffernan/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-partnership-in-financial-advisory-with-michael-belluomini-and-liam-heffernan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}