The Perfect RIA
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.
![The Power of Experimentation in Financial Planning With Art Turock [Episode 338]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F7%2F1%2F4%2F4%2F7144c1d06a9330d416c3140a3186d450%2F2025-12-EP-338-3000px.png&w=3840&q=75)
![Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fb%2Fe%2Ff%2F6%2Fbef61972577b1aefd959afa2a1bf1c87%2F2025-11-EP-337-3000px.png&w=3840&q=75)
![Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F6%2F6%2F3%2F5%2F66356c9fffb3dfa5d959afa2a1bf1c87%2F2025-11-EP-336-3000px.png&w=3840&q=75)
![Discipline Equals… Money? [Episode 335]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F8%2Fc%2Fe%2F9%2F8ce95a8bd3b57c1416c3140a3186d450%2F2025-11-EP-335-3000px.png&w=3840&q=75)
![Hiring an Executive Assistant With Karen Stewart [Episode 334]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F0%2F5%2F1%2F0%2F05101451460ffe4816c3140a3186d450%2F2025-10-EP-334-3000px.png&w=3840&q=75)
![Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F5%2F2%2Ff%2F4%2F52f42707be1c953d16c3140a3186d450%2F2025-10-EP-333-3000px.png&w=3840&q=75)
![Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F0%2F6%2Fa%2F5%2F06a527bdda9dcfddd959afa2a1bf1c87%2F2025-10-EP-332-3000px.png&w=3840&q=75)
![Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fd%2F1%2F0%2F4%2Fd104482a9e2a288116c3140a3186d450%2F2025-10-EP-331-Bonus-3000px.png&w=3840&q=75)
![Navigating the Future of Financial Planning With Seth Streeter [Episode 330]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fa%2F3%2Fb%2Fe%2Fa3be628f8593d94ad959afa2a1bf1c87%2F2025-10-EP-330-3000px.png&w=3840&q=75)
![Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fc%2Fe%2Fa%2Fb%2Fceab269059f206c9d959afa2a1bf1c87%2F2025-10-EP-329-3000px.png&w=3840&q=75)
![Mastering Fees in Financial Advisory [Episode328]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F9%2F9%2F8%2F9%2F9989c73b0e3e1400d959afa2a1bf1c87%2F2025-09-EP-328-3000px.png&w=3840&q=75)
![Navigating Team Dynamics: Lessons in Leadership [Episode 327]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fd%2Fb%2F7%2Fa%2Fdb7aadfdce26effb16c3140a3186d450%2F2025-09-EP-327-3000px.png&w=3840&q=75)
![100 Reasons Prospects Say No [Episode 326]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F5%2Fb%2Fb%2F2%2F5bb28ccbaa3e7526d959afa2a1bf1c87%2F2025-09-EP-326-3000px.png&w=3840&q=75)
![Discipline Equals Freedom: The Key to Success [Episode 325]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fb%2F2%2F7%2Fa%2Fb27ad7ffb45697c516c3140a3186d450%2F2025-09-EP-325-3000px.png&w=3840&q=75)
![The Future of Financial Advising with Shelby Nicholl [Episode 324]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F2%2Fd%2F1%2Fd%2F2d1d6ef27a41063316c3140a3186d450%2F2025-08-EP-324-3000px.png&w=3840&q=75)
![Counting the Reps: The Key to Growth [Episode 323]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F9%2Ff%2F1%2F5%2F9f152e954cae20b516c3140a3186d450%2F2025-08-EP-323-3000px.png&w=3840&q=75)
![Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F7%2Fa%2F8%2F7%2F7a87e74c9c946c6016c3140a3186d450%2F2025-08-EP-322-3000px.png&w=3840&q=75)
![Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2F0%2F2%2F9%2Fe%2F029ed9b79d2cbf5e16c3140a3186d450%2F2025-08-EP-321-3000px.png&w=3840&q=75)
![The Power of Relationships in Wealth Management with Scott Danner [Episode 320]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fb%2F6%2F5%2F2%2Fb652f1e7874cd89a16c3140a3186d450%2F2025-08-EP-320-3000px.png&w=3840&q=75)
![The Philosophy of Financial Planning with Peter Tiboris [Episode 319]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fb%2F4%2F9%2F0%2Fb49054d87566852116c3140a3186d450%2F2025-07-EP-319-3000px.png&w=3840&q=75)
![How to Get More Clients This Summer [Episode 318]](/_next/image?url=https%3A%2F%2Fstatic.libsyn.com%2Fp%2Fassets%2Fe%2F1%2Fd%2F0%2Fe1d0059d667e46d516c3140a3186d450%2F2025-07-EP-318-3000px.png&w=3840&q=75)
