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 | 801 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsNewsInvestingBusiness | |||
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Latest Episodes
In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass on value-add services that'll have you rethinking your client relationships faster than yo... more
In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to unprecedented heights—often doubling previous appraisals. They dive into the minds of today's bu... more
In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to compl... more
In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for financial advisors. Catherine challenged advisors to move beyond the simple question of "Sh... more
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Reviews
- Great content
Helpful and insightful for all FA’s!
Apple Podcasts5Kirk Licata
United Statesa month 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 month ago - Arrogance
Strong opinions about bitcoin with no substance or understanding of it just say you don’t know
Apple Podcasts1Jesse AnastaseUnited States5 months ago - Andrew Mohr
Great interview. I really appreciated her tips on learning to communicate your message better. Extremely helpful.
Apple Podcasts5cmichalmanUnited States7 months 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 States8 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #174 | United States/Business/Investing |
Apple Podcasts | #60 |  Spain/Business/Investing |
Apple Podcasts | #186 |  South Africa/Business/Investing |
Apple Podcasts | #198 | Spain/Business |
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?
Aimed at financial advisors, this podcast provides invaluable insights on optimizing business practices, enhancing client relationships, and managing time effectively. The hosts share practical advice rooted in their own experiences, focusing on tangible strategies that can be implemented to increase efficiency and profitability. Episodes cover topics such as delegation, value propositions, and personal development, offering listeners actionable takeaways to improve their advisory practices. The unique blend of personal stories, expert guest interviews, and a commitment to real-world applicability distinguishes this resource in the competitive landscape of financial advising content.
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?
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. The Diamond Podcast for Financial Advisors
4. Barron's Advisor
5. Retirement Tax Services Podcast
How many episodes of The Perfect RIA are there?
The Perfect RIA launched 7 years ago and published 801 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. Catharine Tindall
2. Catherine Tindall
3. Jenny Martella
4. Ted Jenkin
5. Carmine Corino
6. Kristen Burke
7. Kristin Burke
8. Tony Hixon
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.