The Perfect RIA

Latest Episodes:

Encore Episode: So Is This What You Do In YOUR Practice? Oct 24, 2025

Show notes

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Drawing from personal experiences, they caution against unsolicited advice and urge listeners to verify advice from credible sources. Their practical advice extends to a call for honest self-assessment and using real numbers to evaluate one's practice. Being open to learning, asking the right questions, and embracing transparency are fundamental to growth and success.

Encore Episode: So Is This What You Do In YOUR Practice?

Resources in today's episode:

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

The Importance of Risk Management in Financial Planning With Justin Smith Oct 23, 2025

Show notes

In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with clients. They emphasize the need for financial advisors to engage in discussions about life insurance, estate planning, and the significance of proactive client communication. The conversation covers strategies for overcoming the discomfort associated with these topics, the importance of visualizing insurance needs, and the necessity of annual reviews to ensure clients' policies remain relevant. Additionally, they highlight the role of pre-underwriting in securing the best insurance options for clients, especially in complex estate planning scenarios.

The Importance of Risk Management in Financial Planning With Justin Smith

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Justin Smith: Website | LinkedIn

Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331] Oct 20, 2025

Show notes

In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve personal and professional growth. Art shares his experiences and insights on how to overcome self-doubt, the significance of commitment, and the role of coaching in demolishing comfort zones. The conversation emphasizes the need for continuous growth and the impact of comfort zones not only on individuals but also on those around them.

Demolishing Comfort Zones: A Path to Growth With Art Turock

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn - Art Turock - Website | LinkedIn - Buy the book HERE

Encore Episode: Client Relationships And Connections With Guest David Gow Oct 17, 2025

Show notes

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question.

Encore Episode: Client Relationships And Connections With Guest David Gow

Resources in today's episode:

– Matt Jarvis: Website | LinkedIn – David Gow: Website | LinkedIn

The Shift from Cash Flow to Wealth with John Poole Oct 16, 2025

Show notes

In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of transitioning from a cash flow mindset to one focused on wealth creation, emphasizing the need for objective financial analysis and understanding the true value of a business. The conversation also covers the tax implications of M&A transactions, identifying weaknesses in financial practices, and the role of advisors in fostering business growth. John shares insights on how to prepare for M&A and the importance of accountability in achieving success.

The Shift from Cash Flow to Wealth with John Poole

Resources in today's episode:

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

Navigating the Future of Financial Planning With Seth Streeter [Episode 330] Oct 13, 2025

Show notes

In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore how advisors can deepen client relationships through understanding life transitions, the significance of inspired living, and the role of scale in providing comprehensive services. Seth emphasizes the shift towards a wisdom economy, where the focus is on meaningful connections and guiding clients towards fulfilling lives beyond just financial metrics.

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn - Seth Streeter - Website | LinkedIn

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty Oct 10, 2025

Show notes

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He'll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor.

Listen in as Matthew Daugherty discusses the steps that he takes, from bringing on a new team member to the ongoing process that he takes to help his team and his clients with a transition.

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

Resources in today's episode:

- Matt Jarvis: - Website | LinkedIn - Matthew Daugherty - Website | LinkedIn

Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329] Oct 06, 2025

Show notes

In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials for a successful exit. The conversation also delves into common pitfalls in deal structures, financing strategies, and the realities of M&A reports, emphasizing the need for advisors to be well-informed and prepared in a competitive market.

Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Dustin Mangone: Website | LinkedIn

Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees Oct 03, 2025

Show notes

Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how delivering knock your socks off client experiences isn't just good service it's a marketing tactic. Jamie discusses the stages of an advisor's career from Growth to Freedom and, finally, the Empire stage. Each comes with its own set of challenges and triumphs. Feeling like an imposter when it comes to your fees? You're not alone. Jamie tackles the elephant in the room self-doubt and arms you with powerful strategies so you can silence that inner critic once and for all.

Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Mastering Fees in Financial Advisory [Episode328] Sep 29, 2025

Show notes

In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear expectations with clients, and the need for effective communication. The conversation emphasizes the value provided to clients and how it correlates with the fees charged. They also highlight the significance of role-playing fee conversations to build confidence and ensure that all team members are aligned in their approach. The episode concludes with actionable steps for advisors to improve their fee discussions and enhance client experiences.

Mastering Fees in Financial Advisory [Episode328]

Resources in today's episode:

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

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