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 | 906 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessBusiness NewsNewsInvesting | |||
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Latest Episodes
In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy of overnight miracles and magical quick fixes. This... more
In this episode, Matthew Jarvis and Scott DiGiammarino discuss the evolving landscape of mergers and acquisitions (M&A) in the financial advisory space. They explore current trends, the importance of understanding deal dynamics, and the implications ... more
In this episode, Micah and Matthew discuss the importance of checklists and processes in achieving professionalism and success in the financial advisory field. They explore how mental checklists can enhance client experience, the significance of dili... more
Matt and Micah are diving into the world of prospecting and marketing, shedding light on the challenges that often lead to soul-crushing experiences. They stress the significance of setting realistic expectations, as many advisors underestimate the d... more
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Reviews
- Could talk content if you want a small lean team
Good content and fun to hear refreshing stories definitely learned some things prior to selling my firm a few years back
Apple Podcasts5Dan Foley,CPWA, CFP,AIf
United States2 months ago - Great content
Helpful and insightful for all FA’s!
Apple Podcasts5Kirk LicataUnited 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 States2 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #74 |  Hong Kong/Business/Investing |
Apple Podcasts | #226 |  New Zealand/Business/Investing |
Apple Podcasts | #236 |  Philippines/Business/Investing |
Apple Podcasts | #238 | Hong Kong/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?
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?
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. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. Talking Wealth
5. Retirement Tax Services Podcast
How many episodes of The Perfect RIA are there?
The Perfect RIA launched 8 years ago and published 906 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.
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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. Scott DiGiammarino
2. Michael Belluomini
3. Liam Heffernan
4. William Wade
5. John Poole
6. Derek Tharp
7. Aaron Schmerling
8. Kyle Willis
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.