{"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":"Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan","slug":"understanding-growth-metrics-in-a-bull-market-with-michael-belluomini-and-liam-heffernan","published_at":"2026-03-26T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/understanding-growth-metrics-in-a-bull-market-with-michael-belluomini-and-liam-heffernan","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/understanding-growth-metrics-in-a-bull-market-with-michael-belluomini-and-liam-heffernan","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_03.26.26_Export_2.mp3?dest-id=674705","summary":"In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, its coaching program, and the strategic approach to mergers and acquisitions (M&A). They explore the unique value proposition of Carson, including equity swaps for advisors, the importance of culture and growth in M&A decisions, and the impact of their coaching program on thousands of financial advisors. The conversation highlights the innovative strategies that set Carson apart in the wealth management industry. In this conversation, Michael Belluomini and Liam Heffernan discuss the intricacies of business partnerships, focusing on cultural fit, growth metrics, due diligence, and the importance of representation in financial transactions. They emphasize the need for advisors to prepare adequately for business transitions, highlighting the significance of understanding net new asset flows and the value of maintaining relationships in the industry. Understanding Growth Metrics in a Bull Market 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, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, its…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2008,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/understanding-growth-metrics-in-a-bull-market-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/understanding-growth-metrics-in-a-bull-market-with-michael-belluomini-and-liam-heffernan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}