Show overview
The Perfect RIA has been publishing since 2018, and across the 8 years since has built a catalogue of 914 episodes. That works out to roughly 350 hours of audio in total. Releases follow a several-times-a-week cadence, with the show now in its 2nd season.
Episodes typically run twenty to thirty-five minutes — most land between 11 min and 31 min — with run-times ranging widely across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 3 days ago, with 38 episodes already out so far this year. The busiest year was 2023, with 206 episodes published. Published by Matthew Jarvis & Micah Shilanski.
From the publisher
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.
Latest Episodes
View all 914 episodesThe Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan
Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
Building a Collaborative Financial Firm With Matthew Daugherty
Why One Percent Is For Discount Advisors? [Episode 354]
Unlocking M&A Secrets with Ted Jenkin
Back By Popular Demand [Episode 353]
The Rebel Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
Process Over Guesswork: The Path to Master Prospecting [Episode 352]
Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan
Encore Episode: Yes, There is One Silver Bullet
Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino
The Power of Mental Checklists [Episode 351]
Encore Episode: You Thought It Would Be Easy…
How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan
Navigating Investment Risks with Confidence [Episode 350]
The Importance of Lifetime Income in Retirement Planning With William Wade
The Impact of Market Dynamics on Financial Practices with John Poole
The Real Risks of Retirement With Derek Tharp
In this episode, Derek Tharp discusses his unique perspectives on Social Security and retirement planning, challenging conventional wisdom and emphasizing the importance of understanding real-world risks. He highlights the need for flexibility in Social Security decisions and the significance of effective communication between advisors and clients. Derek also addresses the value that financial advisors bring to their clients and encourages advisors to create content that resonates with their audience, regardless of their level of expertise. The Real Risks of Retirement With Derek Tharp Resources in today's episode: Resources: - Matt Jarvis: Website | LinkedIn - Derek Tharp: Website | LinkedIn - Learn More about our Coaching Program
Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
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
Encore Episode: You Are Only Cheating Yourself
Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decision-making, and the importance of maintaining objectivity in practice management. They emphasize how these factors can significantly influence the success and growth of a financial advisory practice. Throughout the discussion, Matt and Micah stress the importance of diligence, critical analysis, and unwavering accountability for financial advisors. They provide insights on harnessing the power of strategic deadline-setting and intentional calendar planning to drive practices forward. The conversation also touches on the need for continuous refinement and adaptation of processes as practices evolve. Encore Episode: You Are Only Cheating Yourself Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs