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The Perfect RIA

The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP® · Matthew Jarvis & Micah Shilanski

944 episodesEN

Show overview

The Perfect RIA has been publishing since 2018, and across the 8 years since has built a catalogue of 944 episodes. That works out to roughly 370 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 12 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 2 days ago, with 68 episodes already out so far this year. The busiest year was 2023, with 206 episodes published. Published by Matthew Jarvis & Micah Shilanski.

Episodes
944
Running
2018–2026 · 8y
Median length
27 min
Cadence
Several per week

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 944 episodes

Better Conversations Through Self-Awareness With Greg Witz

Oct 22, 202635 min

What to Say When Clients Ask About Fees [Episode 368]

Oct 19, 202626 min

The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino

Oct 15, 202627 min

Exactly What to Say in Client Meetings [Episode 367]

Oct 12, 202628 min

Understanding Client Profitability With Max Holvik

Oct 8, 202627 min

Standing Out Through Personalized Value With Michael Joyce

Oct 1, 202630 min

Stop Playing Office and Start Delivering Value [Episode 366]

Sep 28, 202625 min

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

Sep 24, 202631 min

Understanding Life Expectancy and Longevity With Brian Smith

Sep 17, 202627 min

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

Sep 10, 202629 min

The Truth About Tax Loss Harvesting [Episode 365]

Sep 7, 202624 min

Navigating the Annuity Landscape With Tracy Lownsberry

Sep 3, 202633 min

Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan

Aug 27, 202630 min

Creating Welcoming Spaces for Clients [Episode 364]

Aug 24, 202629 min

Compliance is a strength, not a burden With Darren Whissen

Aug 20, 202629 min

Things Will Go Wrong: Now What? [Episode 363]

Aug 17, 202631 min

The Pitfalls of Cooperative Practices With John Poole

Aug 13, 202625 min

You're Choosing Not To Deliver Value [Episode 362]

Aug 10, 202628 min

Onboarding and Turnover Strategies With Becky Casstevens-Bellury

Aug 6, 202627 min

Email Management: A Double-Edged Sword [Episode 361]

Aug 3, 202629 min
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