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 | Twice weekly | Episodes | 915 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusinessBusiness NewsInvesting | |||
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Latest Episodes
In this episode, Micah and Matt discuss the critical relationship between fees and the value provided in financial planning. They emphasize the importance of understanding client needs and ensuring a good fit before discussing fees. The conversation ... more
In this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights from the Carson Group regarding M&A trends, the importance of partnerships, and common missteps ... more
In this episode, Micah and Jarvis discuss the critical relationship between perceived value and fees in financial advising. They explore the concept of 'head trash'—the negative thoughts that can undermine an advisor's confidence in their value propo... more
In this episode, Matthew Daugherty shares his journey in financial planning, highlighting the impact of masterminds on his growth. He discusses the evolution of his practice, the importance of collaboration, and the shift in client dynamics as he mov... more
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Reviews
I've become a fast fan of your podcast!
Podchaser520 days agoKris Ward- 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 States4 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 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 | #228 | United States/Business/Investing |
Apple Podcasts | #221 |  Belgium/Business/Investing |
Apple Podcasts | #248 |  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?
The show centers on practical, battle-tested guidance for growing and scaling advisory practices, with a strong emphasis on repeatable processes, disciplined prospecting, and value-driven client relationships. Episodes frequently explore mergers and acquisitions in wealth management, succession planning, and the integration of growth with robust operational practices. Listeners can expect actionable frameworks, real-world case studies, and honest conversations about what actually moves the needle in a high-performing RIAs. Noteworthy is the consistent focus on tangible systems—from dashboards and checklists to surge scheduling and due diligence—designed to translate into measurable outcomes for advisors and firms.
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?
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. 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 915 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. Ted Jenkin
2. Derek Notman
3. H. Adam Holt
4. Scott DiGiammarino
5. Liam Heffernan
6. Michael Belluomini
7. William Wade
8. Derek Tharp
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.