The Perfect RIA

Latest Episodes:

Navigating The M&A Landscape With Jessica Polito [Episode 310] May 26, 2025

Show notes

In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory space. They discuss the current trends in M&A, the importance of understanding deal terms, and the emotional journey of selling a business. The conversation highlights the significance of context in business valuation, the challenges of succession planning, and the need for advisors to be proactive in their approach to potential buyers. Listeners are encouraged to maintain transparency and best practices in their business operations, regardless of their plans to sell.

Navigating The M&A Landscape With Jessica Polito [Episode 310]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Jessica Polito - LinkedIn | Website

Encore episode - Double Your Practice May 23, 2025

Show notes

In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success.

Listen in as he explains how to calculate your effectiveness, as well as how to improve upon it. You will learn the benefit of writing down your goals and mapping them out on your calendar, how to become a master of tax planning, and why you should record—and watch—your client meetings so that you can improve them moving forward.

Encore episode - Double Your Practice

- Matt Jarvis: Website | LinkedIn - Buy Matt's Book

The Art of Taking Time Off [Episode 309] May 19, 2025

Show notes

In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five common mistakes advisors make when planning time off, including not setting expectations, failing to communicate effectively, and neglecting to have an emergency plan. The discussion also highlights the value of having a structured approach to client meetings and the necessity of creating a checklist for time away from the office. Ultimately, they stress the importance of balancing work and personal life to enhance overall effectiveness and satisfaction.

The Art of Taking Time Off [Episode 309]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Encore episode - You Drank a Soda in a Client Meeting?!? May 16, 2025

Show notes

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and Matthew will be discussing several things you should and shouldn't do in client meetings.

Listen in as they share how to ensure you are performing at the same energy level throughout every meeting you are conducting, as well as the importance of explaining every action you make to your clients so that they know you are completely present. You will learn how to become a rockstar level advisor, why what you wear matters in meetings, and how to set proper expectations.

Encore episode - You Drank a Soda in a Client Meeting?!?

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Bonus Episode: The Numbers Behind Financial Success May 15, 2025

Show notes

Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice valuation and sales. They explore common misconceptions among advisors regarding their knowledge of financial metrics, the impact of market growth on practice valuation, and the challenges faced by generational transitions in the industry. The conversation highlights the need for advisors to be well-informed about their business details to avoid pitfalls during practice sales and to ensure successful equity events.

The Numbers Behind Financial Success Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - John Poole: LinkedIn - Get your practice valuation here

The Critical Role of Talent in Advisory Firms [Episode 308] May 12, 2025

Show notes

In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry, emphasizing the importance of talent acquisition, cultural fit, and organic growth. They explore the challenges faced by smaller firms in competing with larger entities, the significance of compliance and cybersecurity, and the necessity of succession planning for long-term success. The conversation highlights the evolving landscape of financial advising and the critical factors that advisors must consider to thrive in a competitive market.

The Critical Role of Talent in Advisory Firms [Episode 308]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - James Cahn: Website | LinkedIn - Dean Smith: LinkedIn

Encore episode - How Did I Lose $50,000 This Month!?! May 09, 2025

Show notes

In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.

Matthew and Micah discuss ways that you can educate clients properly and set them up successfully for whatever moves the market makes. They discuss the discomfort clients feel when seeing investments go down and share how they ensure that clients are properly informed of their options and how to stay calm in moments of "loss."

Encore episode - How Did I Lose $50,000 This Month!?!

The Hard Truths of Success [Episode 307] May 05, 2025

Show notes

In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving success. They explore the hard truths behind success, the necessity of practice, and the value of networking. The conversation also highlights the significance of continuous learning, measuring success through key metrics, and living intentionally to balance work and family life. The episode concludes with actionable items for growth and accountability.

The Hard Truths of Success [Episode 307]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Encore episode - How To Communicate Your Value To Clients [Episode 172] May 02, 2025

Show notes

In this throwback episode, Matthew and Micah revisit one of their most impactful conversations about adding real value during client meetings. Every advisor knows they need to meet with clients regularly but what do you actually say in those meetings to make them count? If you've ever struggled with that question, this episode is for you. The guys go back to the origins of the value-add, share their early struggles, and talk about what helped them build confidence and purpose into every client interaction.

Encore episode - How To Communicate Your Value To Clients [Episode 172]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] Apr 28, 2025

Show notes

In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the importance of streamlined licensing and paperwork. The conversation also highlights the ongoing support provided to advisors and the common challenges they face in the annuity process.

Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]

Resources in today's episode:

- Matt Jarvis: LinkedIn | Website - Brian Smith - LinkedIn | Website - William Wade - LinkedIn | Website - theperfectria.com/fia