The Perfect RIA

Hosted by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Episodes

911

Latest episode

Jun 2026

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About the show

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.

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60 recent

June 15, 2026Episode 35427 min

Why One Percent Is For Discount Advisors? [Episode 354]

In this episode, Matt and Micah discuss the critical importance of understanding and communicating value in the financial advisory industry. They explore the common issue of advisors undervaluing their services and the integrity required in pricing. Through real-life examples and personal anecdotes, they emphasize the need for advisors to establish clear fee structures and maintain consistency in their pricing strategies. The conversation also highlights the significance of aligning team members with the firm's value proposition and the dangers of competing solely on price. Why One Percent Is For Discount Advisors? [Episode 354] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

June 11, 202629 min

Unlocking M&A Secrets with Ted Jenkin

In this episode of the TPR podcast, Matthew Jarvis and Ted Jenkin discuss the evolving landscape of financial advisory, focusing on M&A deals, the importance of hard work, and effective marketing strategies. They emphasize the need for advisors to adapt to market changes, leverage creative marketing, and understand the value of their clients' businesses. The conversation also highlights the significance of building strong relationships with clients and the role of advisors in guiding business owners through the sale process. Unlocking M&A Secrets with Ted Jenkin Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here - Learn More about our Coaching Programs

June 8, 2026Episode 35326 min

Back By Popular Demand [Episode 353]

In this episode, Micah and Jarvis delve into the intricacies of real estate investment, emphasizing the importance of effective communication in financial advising. They discuss the necessity of aligning client goals with financial strategies, the significance of maintaining adequate cash reserves, and the role of guided discovery in client conversations. The hosts also explore the evaluation of real estate opportunities, planning for future exits, and understanding tax implications. Throughout the discussion, they highlight the value of role-playing to prepare for client interactions and ensure successful outcomes. Back By Popular Demand [Episode 353] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

June 4, 202636 min

The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt

In this episode, Matthew Jarvis, Derek Notman, and H. Adam Holt discuss the themes of fatherhood, entrepreneurship, and the importance of intentional presence in parenting. They share insights from their new book, 'The REBL Dad Book,' and explore the challenges fathers face in balancing their careers and family life. The conversation highlights the significance of creating a supportive community for dads to share their experiences and learn from one another. In this conversation, the hosts explore the challenges of modern parenting, the importance of finding balance between work and family, and the journey of writing a book aimed at helping dads. They discuss the significance of community, sharing experiences, and actionable tips for improving relationships with children. The conversation emphasizes the need for vulnerability and connection in parenting, as well as practical steps that dads can take to enhance their family life. The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt Resources in today's episode: - Matt Jarvis: Website | LinkedIn - H. Adam Holt - Website | LinkedIn - Derek Notman - Website | LinkedIn - Buy the Book! - Learn More about our Coaching Program

June 1, 2026Episode 35231 min

Process Over Guesswork: The Path to Master Prospecting [Episode 352]

In this episode of the TPR podcast, co-hosts Micah Shilanski and Matthew Jarvis break down the common pitfalls financial advisors face when managing and converting prospective clients. They tackle the "head trash" that leads advisors to constantly alter their sales processes for either highly wealthy or non-ideal prospects, showing how deviating from a standard process heavily diminishes the value delivered. The duo highlights the critical importance of a structured prospect pipeline, defining ideal clients through their Three Ps (Personable, Productive, Profitable) framework. They share how adding strategic friction such as introducing a fee for the initial consultation can weed out uncommitted prospects, boost show rates, and maximize "at-bats" for actual growth. Ultimately, they argue that true organic growth requires rigorous tracking of real performance metrics over emotional guesswork. Process Over Guesswork: The Path to Master Prospecting [Episode 352] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

May 28, 202630 min

Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan

In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from the Carson Group to discuss their recent acquisitions, the intricacies of deal approvals, and the importance of cultural fit in acquisitions. They delve into the structure of acquisition payments, the significance of maintaining a full pipeline, and the financial discipline required in the M&A landscape. The conversation also covers the importance of growth metrics in valuation and the tax implications for advisors considering a partnership with larger firms. Unlocking Value Through Strategic Acquisitions 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

May 18, 202620 min

Encore Episode: Yes, There is One Silver Bullet

In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy of overnight miracles and magical quick fixes. This episode is a no-nonsense dive into the unglamorous—but absolutely essential—reality of building a thriving practice. Spoiler alert: There's no silver bullet waiting to transform your business overnight. Those shiny logo packages, sparkling new websites, and expensive consultants? They're not your golden ticket. The episode challenges financial advisors to stop looking for shortcuts and start investing in what truly matters. It's about refining your processes with surgical precision, mastering the art of communication, and developing a level of accountability so extreme it might make your past self blush. Success isn't about looking good—it's about doing the work that most people are too afraid to tackle. Encore Episode: Yes, There is One Silver Bullet Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

May 14, 202629 min

Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

In this episode, Matthew Jarvis and Scott DiGiammarino discuss the evolving landscape of mergers and acquisitions (M&A) in the financial advisory space. They explore current trends, the importance of understanding deal dynamics, and the implications of earnouts and capital needs. The conversation also delves into succession planning for the next generation, the risks of delaying a sale, and the impact of AI on the industry. Scott emphasizes the importance of strategic partnerships and provides insights on when advisors should consider evaluating their practice's value in the current market. Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs

May 4, 2026Episode 35122 min

The Power of Mental Checklists [Episode 351]

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

April 27, 202631 min

Encore Episode: You Thought It Would Be Easy…

Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic expectations, as many advisors underestimate the difficulty of these tasks, but embracing rejection and risk-taking is essential for effective prospecting. They'll share how they make sure to draw a clear line between marketing and advertising activities, highlighting the need for measurable ROI and client action and caution against falling into the trap of following flashy success stories without considering the hard work behind them. Encore Episode: You Thought It Would Be Easy… Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs