The Perfect RIA
by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
July 18, 2025 5:00 pm
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.
Recent Episodes
Encore Episode: What Are Prospects ACTUALLY Saying
4 days agoThe M&A Playbook for Financial Advisors with Ted Jenkin
5 days agoProspecting That Works [Episode 317]
1 week agoEncore Episode: How Are You Accountable When You Make a Client Mistake?
2 weeks agoNavigating Client Mistakes: A Guide for Advisors [Episodes 316]
2 weeks agoEncore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
3 weeks agoFrom Business to Freedom With Jerome Myers [Episode 315]
3 weeks agoEncore episode - Why Don’t I Have More Prospects?!?
4 weeks agoUnlocking Value in M&A Transactions With Steven Jarvis [Episode 314]
4 weeks agoEncore Episode: You Said What In A Client Meeting?!
1 month ago