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 | 856 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingNewsBusiness News | |||
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Latest Episodes
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 throu... more
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 ... more
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 e... more
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 ... more
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- Great content
Helpful and insightful for all FA’s!
Apple Podcasts5Kirk Licata
United States7 months 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 States7 months 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 Statesa year ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #220 | United States/Business/Investing |
Apple Podcasts | #224 |  South Africa/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
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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?
Focused on empowering financial advisors, the content consistently revolves around practical strategies for optimizing client interactions, enhancing time management, and improving profitability within advisory practices. Episodes cover a wide range of topics, including effective prospecting, the doing away with common pitfalls in professional client communication, and the necessity of discipline in achieving success. Unique to this series is the hosts' commitment to sharing real-world experiences and actionable insights rather than theoretical concepts, ultimately aimed at helping listeners transform their advisory practices into more efficient and profitable operations.
Where can I find podcast stats for The Perfect RIA?
Rephonic provides a wide range of podcast stats for The Perfect RIA. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Perfect RIA and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Perfect RIA get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Perfect RIA, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for The Perfect RIA?
Rephonic provides comprehensive predictive audience data for The Perfect RIA, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Barron's Advisor
4. Retirement Tax Services Podcast
5. Facts vs Feelings with Ryan Detrick & Sonu Varghese
How many episodes of The Perfect RIA are there?
The Perfect RIA launched 8 years ago and published 856 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?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
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.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Perfect RIA?
Rephonic provides full transcripts for episodes of The Perfect RIA. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on The Perfect RIA?
Recent guests on The Perfect RIA include:
1. Matthew Daugherty
2. Shelby Nicholl
3. Steve Blackwell
4. Julie Gillis
5. Scott Danner
6. Peter Tiboris
7. Peter Taboris
8. Ted Jenkins
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.