The Perfect RIA

Latest Episodes:

Encore Episode: What Are We Paying Employees? Nov 28, 2025

Show notes

In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in unexpected places. But it's not just about getting top talent through the door – it's about keeping them from walking out.

Transparency takes center stage as Jamie makes a compelling case for open compensation talks. She argues that laying all the cards on the table isn't just fair play; it's a great plan for building unshakeable trust with your team.

Encore Episode: What Are We Paying Employees? Resources in today's episode: - Learn More about our Coaching Programs

Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336] Nov 24, 2025

Show notes

In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses, particularly in the R.I.A. sector. They explore how giving employees space, conducting effective one-on-one meetings, and understanding communication styles can enhance productivity and team dynamics. The discussion also highlights the significance of external perspectives in resolving internal conflicts and improving overall business operations.

Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Jacqueline Benjamin Hatherley Website | LinkedIn - Learn More about our Coaching Programs

Encore Episode: You May Be The Problem Nov 21, 2025

Show notes

In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to teaching foundational values and leadership skills to the younger generation and emphasizes the significance of guiding young adults and fostering positive influence during their formative years. Jamie stresses that you need to recognize the impact of every choice on your journey of self-improvement and leadership.

Encore Episode: You May Be The Problem

Resources in today's episode:

- Learn More about our Coaching Programs

Discipline Equals… Money? [Episode 335] Nov 17, 2025

Show notes

In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They explore how discipline leads to freedom and the importance of building a psychology of winning through small successes. The conversation emphasizes the necessity of practice, creating daily victories, and eliminating decision fatigue to enhance productivity. They also address the cost of lack of discipline and provide practical steps for listeners to improve their discipline and take actionable steps towards their goals.

Discipline Equals… Money? [Episode 335]

Resources in today's episode:

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

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms Nov 14, 2025

Show notes

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same.

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Christine Timms: Website | LinkedIn | Handbooks for the Professional Financial Advisor - Learn More about our Coaching Programs

Hiring an Executive Assistant With Karen Stewart [Episode 334] Nov 10, 2025

Show notes

This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective onboarding strategies, and the importance of communication and feedback. The discussion emphasizes the need for accountability and structured task management to maximize productivity and ensure a successful working relationship between the executive and the assistant. In this conversation, Karen Stewart and Matt discuss the essential elements of effectively onboarding and managing executive assistants (EAs). They emphasize the importance of building trust, maintaining open communication, and providing constructive feedback. The discussion also covers strategies for managing turnover and ensuring smooth transitions when EAs leave, highlighting the need for documentation and clear processes to facilitate continuity in support roles.

Hiring an Executive Assistant With Karen Stewart [Episode 334]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Karen Stewart: Website | LinkedIn - Learn More about our Coaching Programs

Encore Episode: Measure What Really Matters? Nov 07, 2025

Show notes

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that are more like a badge of honour, but considering whether those numbers are really moving you and your practice forward. Listen in to learn how to measure what matters, what's the most impactful, and how to keep moving forward with your goals.

Encore Episode: Measure What Really Matters?

Resources in today's episode:

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

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333] Nov 03, 2025

Show notes

In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significance of due diligence, the role of matchmaking in finding the right buyer, and the value of professional representation in negotiations. Listeners gain insights into setting expectations and understanding the true worth of their practices in today's market.

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn - Get your practice valuation here

Encore Episode: Leveraging Technology With Guest Ben Goss Oct 31, 2025

Show notes

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well.

Encore Episode: Leveraging Technology With Guest Ben Goss

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Ben Goss: Website | LinkedIn

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332] Oct 27, 2025

Show notes

In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation highlights the importance of integrating AI tools into daily operations to enhance client relationships and improve outcomes. They also touch on the future of Jump AI and the growing trend of AI adoption among financial advisors.

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn - Liam Hanlon - Website | LinkedIn - Learn more about our programs - https://go.theperfectria.com/programs

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