The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®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 work... more
| Publishes | Daily | Episodes | 900 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingNewsBusinessBusiness News | |||
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Latest Episodes
In this episode of the TPR podcast, host Matthew Jarvis interviews Aaron Schmerling, a successful financial advisor who shares his journey from struggling in the industry to achieving significant growth and success. Aaron discusses the importance of ... more
At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe the next incredible focus will be with Value Adds, which provide specific, actionable advice. But wit... more
In this episode, Matthew Jarvis and Scott DiGiammarino discuss the current state of financial advisory practices, focusing on market growth, practice valuation, and the importance of organic growth rates. They explore the reasons behind liquidity eve... more
In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge is a time-blocking strategy that allows advisors to optimize their schedules and deliver value to clients... more
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- Great content
Helpful and insightful for all FA’s!
Apple Podcasts5Kirk Licata
United Statesa year ago - Great show!
Matthew and Micah have shared many teachings on the show that I have implemented in my practice to deliver massive value to my clients. I can’t recommend this show enough to advisors looking to grow their businesses and serve their clients in the best way possible.
Apple Podcasts5John AskinUnited Statesa year ago - Arrogance
Strong opinions about bitcoin with no substance or understanding of it just say you don’t know
Apple Podcasts1Jesse AnastaseUnited Statesa year ago - Andrew Mohr
Great interview. I really appreciated her tips on learning to communicate your message better. Extremely helpful.
Apple Podcasts5cmichalmanUnited Statesa year ago - A podcast that walks the talk!
Having had the privilege of being a guest on this show - I was provided unique access to Matt and his team - and I can testify that they are absolutely committed to consistently and relentlessly leveling up!
Matt and his team are unquestionably determined to maximizing the potential of this show - their abilities - their impact - and then offering everything they have learned to their audience - so their audience can have the opportunity to maximize their potential for success, impact, and fulf... more
Apple Podcasts5PeakPerformanceDoctorUnited States2 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #208 | United States/Business/Investing |
Apple Podcasts | #94 |  Spain/Business/Investing |
Apple Podcasts | #211 | Spain/Business |
Apple Podcasts | #226 |  Chile/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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Frequently Asked Questions About The Perfect RIA
What is The Perfect RIA about and what kind of topics does it cover?
This show delivers practical, results-oriented guidance for financial advisors looking to run a more efficient, profitable practice. Episodes frequently center on time management, client interactions, content creation, and strategic growth—often featuring real-world frameworks (like surge days, delegation with AI, and disciplined pricing scripts) and case studies from advisors actively improving their firms. A notable pattern is a hands-on approach with actionable takeaways, guest experts from related service providers, and a focus on building sustainable practices rather than theoretical insights. Listeners are likely practitioners seeking concrete systems to implement immediately and to elevate client value while gaining personal flexibil... more
Where can I find podcast stats for The Perfect RIA?
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How many listeners does The Perfect RIA get?
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What are the audience demographics for The Perfect RIA?
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How many subscribers and views does The Perfect RIA have?
To see how many followers or subscribers The Perfect RIA has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Perfect RIA?
These podcasts share a similar audience with The Perfect RIA:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Retirement Tax Services Podcast
4. The Long View
5. Masters in Business
How many episodes of The Perfect RIA are there?
The Perfect RIA launched 8 years ago and published 900 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Perfect RIA?
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Where can I see ratings and reviews for The Perfect RIA?
Rephonic pulls ratings and reviews for The Perfect RIA from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts for The Perfect RIA?
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What guests have appeared on The Perfect RIA?
Recent guests on The Perfect RIA include:
1. Kyle Willis
2. Brian Hanks
3. Brian Smith
4. Shelby Nichol
5. Ryan Fitzgerald
6. Art Turock
7. Michael Kitces
8. Jacqueline Benjamin Hatherley
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.