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 | 879 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessBusiness NewsInvestingNews | |||
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Latest Episodes
In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and oppor... more
In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard ded... more
In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the... more
Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team... more
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- Great content
Helpful and insightful for all FA’s!
Apple Podcasts5Kirk Licata
United States9 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 States9 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
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #246 | United States/Business/Investing |
Apple Podcasts | #188 |  Germany/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, this podcast delivers actionable insights centered on time management, advisor-client interactions, and operational profit maximization. Hosted by seasoned professionals who prioritize real-world applications over theory, episodes are rich with practical strategies aimed at enhancing profitability and value in advisory practices. Not only do hosts share personal and professional experiences, but they also invite expert guests to discuss innovative practices, effective team building, and client relationship management—all designed to help advisors elevate their effectiveness and create a more rewarding work-life balance. Subscribing to this podcast likely appeals to financial professionals looking fo... more
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?
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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?
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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. Barron's Advisor
4. Retirement Tax Services Podcast
5. The Great Retirement Debate with Ed Slott & Jeffrey Levine
How many episodes of The Perfect RIA are there?
The Perfect RIA launched 8 years ago and published 879 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. Michael Kitces
2. Jacqueline Benjamin Hatherley
3. Christine Timms
4. Scott DiGiammarino
5. Ben Goss
6. Liam Hanlon
7. Art Turock
8. Seth Streeter
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.