The Perfect RIA

Latest Episodes:

You're Choosing Not To Deliver Value [Episode 362] Aug 10, 2026

Show notes

In this episode, hosts Matt and Micah discuss the critical importance of delivering value to clients in financial planning. They explore the concept of value adds, emphasizing the need for advisors to simplify processes and proactively engage with clients. The conversation covers various strategies for implementing value adds, overcoming complacency, and addressing the fears that prevent advisors from raising fees or changing their practices. The hosts provide practical examples of effective value adds, such as beneficiary reviews and buckets reports, and highlight the significance of regular communication and proactive planning in building strong client relationships.

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

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Onboarding and Turnover Strategies With Becky Casstevens-Bellury Aug 06, 2026

Show notes

In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA relationships, onboarding strategies, and handling turnover seamlessly. Whether you're new to virtual assistants or managing ongoing VA relationships, this conversation is packed with practical advice to boost productivity and reduce friction.

Onboarding and Turnover Strategies With Becky Casstevens-Bellury

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Becky Casstevens-Bellury Website | LinkedIn - Learn More about our Coaching Programs

Email Management: A Double-Edged Sword [Episode 361] Aug 03, 2026

Show notes

In this episode, hosts Matthew Jarvis and Micah Shilanski delve into the complexities of productivity, particularly focusing on email management and setting client expectations. They discuss the inherent costs of productivity, the importance of intentional time management, and the need to differentiate between high-value and low-value tasks. The conversation emphasizes the significance of establishing clear communication policies with clients and the role of mastermind groups in enhancing productivity. The hosts encourage listeners to adopt practices that prioritize meaningful work over busywork, ultimately leading to greater success and fulfillment in their professional lives.

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

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

The Impact of Health on Career Decisions With Shelby Nicholl Jul 30, 2026

Show notes

In this episode, Matthew Jarvis and Shelby Nicholl discuss the intricacies of channel evaluation for financial advisors. They explore the importance of timely decision-making, the impact of health on career choices, and the critical factors of functional, financial, and personality fit when considering a change in channels. Shelby shares insights on the challenges of building an RIA versus joining an existing one, the role of technology, and the importance of risk management. The conversation emphasizes the need for delegation and leadership skills in the advisory space, providing valuable resources for advisors looking to navigate their career paths effectively.

The Impact of Health on Career Decisions With Shelby Nicholl

Resources:

- Matt Jarvis: Website | LinkedIn - Shelby Nicholl: Website | LinkedIn - Are you RIA ready? - Learn More about our Coaching Programs - The Summit 2026

Don't Worry, The Estate Planning is Done [Episode 360] Jul 27, 2026

Show notes

In this episode, Micah and Matt discuss the critical role of setting client expectations in financial advising, particularly in the context of estate planning. They explore how unspoken expectations can lead to frustrations and resentments, emphasizing the importance of clear communication. The conversation delves into the challenges advisors face in setting expectations, the necessity of transparency, and how business decisions can impact client trust. The hosts provide actionable insights for advisors to improve their practices by establishing clear expectations and maintaining open lines of communication with clients.

Don't Worry, The Estate Planning is Done [Episode 360]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Decoding Financial Advisory Roles With Brad Wooten Jul 23, 2026

Show notes

In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable compensation, and the importance of taking a holistic approach to tax strategy. Brad emphasizes the need for effective communication with clients, especially during tax season, and shares insights on how financial advisors and CPAs can collaborate more effectively. The conversation also touches on the infighting within the financial advisory space regarding fee structures and the importance of understanding each other's roles. In this conversation, Brad Wooten, CPA, shares insights on the financial advisory industry, emphasizing the importance of clarity in roles and services offered. He discusses the challenges of balancing work and family life, particularly during tax season, and how he manages to maintain a healthy schedule. Brad also delves into his approach to fee structures and client relationships, explaining how he navigates fee increases and client expectations. Finally, he reflects on the impact of deadlines on productivity, particularly in the context of tax season, and how he leverages this to enhance his efficiency.

Decoding Financial Advisory Roles With Brad Wooten

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Brad Wooten: Website | LinkedIn - Learn More about our Coaching Programs - The Summit 2026

Confidence Comes From Repetitions [Episode 359] Jul 20, 2026

Show notes

In this episode of the TPR Podcast, Micah and Matt delve into the critical aspects of client onboarding and fee presentation in financial advisory. They discuss the common 'head trash' advisors face regarding their fees and the importance of understanding one's value. The conversation emphasizes the need for a solid onboarding process, building confidence in fee discussions, and the role of professional development and practice in achieving success. The hosts also highlight the significance of establishing clear rules for client interactions and the transformative power of masterminds in enhancing advisory practices.

Confidence Comes From Repetitions [Episode 359]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Capital Deployment and Growth Strategies With Peter Velardi Jul 16, 2026

Show notes

In this episode, Matthew and Peter from JPTD discuss the current landscape of financial advisory practices, focusing on the role of private equity, the impact of capital deployment on growth, and the challenges faced by advisors in an increasingly consolidated market. They explore the implications of AI on the industry, the ongoing wealth transfer between generations, and the importance of professional guidance in navigating M&A decisions. The conversation highlights the evolving nature of advisory practices and the potential for growth and success in the current environment.

Capital Deployment and Growth Strategies With Peter Velardi

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - PeterVelardi: Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs

You're Not Marketing, You're Guessing [Episode 358] Jul 13, 2026

Show notes

In this episode, Micah and Matt discuss the importance of data tracking in marketing for financial advisors. They emphasize that many advisors are not truly marketing but rather guessing due to a lack of concrete data. The conversation explores the discomfort associated with accountability and the necessity of tracking metrics to ensure success. They also delve into the significance of practicing presentations and preparing for objections to enhance effectiveness in client interactions. In this conversation, Micah and Jarvis discuss the intricacies of engaging an audience during presentations, particularly in the context of financial seminars. They emphasize the importance of warming up the audience, preparing for unexpected scenarios, and the necessity of tracking performance metrics to improve future events. The dialogue highlights strategies for effective communication, addressing audience concerns, and the significance of practice in delivering impactful presentations.

You're Not Marketing, You're Guessing [Episode 358]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Navigating the Insurance Landscape With Charlie Gipple Jul 09, 2026

Show notes

In this episode of the TPR Podcast, Matthew interviews Charlie Gipple, an expert in the insurance and annuity industry. They discuss Charlie's journey from corporate executive to running his own Independent Marketing Organization (IMO), the importance of delivering value in financial services, and effective strategies for engaging clients through seminars. Charlie shares insights on navigating the complexities of annuities, the psychology of clients, and the significance of guaranteed income in retirement planning. The conversation emphasizes the need for financial advisors to understand their clients' fears and provide solutions that allow them to enjoy their retirement without the constant worry of running out of money.

Navigating the Insurance Landscape With Charlie Gipple

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Charlie Gipple: Website | LinkedIn - Learn More about our Coaching Programs