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 | 947 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||
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Latest Episodes
In this episode, Matthew Jarvis welcomes Stevyn Guinnip, founder of Grow Wellthy, to discuss why health belongs in the retirement planning conversation. Stevyn explains how advisors can use a simple self-assessment to invite clients to share concerns... more
In this episode, Matthew Jarvis welcomes Michael Belluomini and Liam Heffernan of Carson Group to explore how partnerships can help advisors grow beyond the limits of a small practice. They discuss why owners consider acquisitions well before retirem... more
In this episode, Matthew and Micah examine how advisors unintentionally make their teams' jobs harder, especially during Surge meetings. They explain why requesting paperwork and then ignoring it undermines morale, and why clear systems work better t... more
In this episode, Matthew Jarvis welcomes Greg Witz of Witz Education to explore why well-intended conversations can turn into frustration, conflict, or withdrawal. Greg introduces a communication framework built around parent, adult, and child ego st... more
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Reviews
I've become a fast fan of your podcast!
Podchaser55 months 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 States8 months ago - Great content
Helpful and insightful for all FA’s!
Apple Podcasts5Kirk LicataUnited States2 years 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 States2 years 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
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Apple Podcasts | #195 | United States/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?
A practical, practitioner-focused show that helps financial advisors build more profitable, scalable RIAs. Episodes center on real-world firm management, onboarding, channel strategy, value-based pricing, and disciplined marketing and client service. Hosts emphasize actionable frameworks, repeatable processes, and transparent communication to boost client trust and business outcomes. Noteworthy is the mix of host-driven guidance with diverse guest perspectives—from tax professionals and M&A advisors to insurer specialists—offering broad, hands-on guidance for running a modern advisory practice.
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 9 years ago and published 947 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?
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What guests have appeared on The Perfect RIA?
Recent guests on The Perfect RIA include:
1. Liam Heffernan
2. Michael Belluomini
3. Greg Witz
4. Scott DiGiammarino
5. Max Holvik
6. Michael Joyce
7. Brian Smith
8. Ted Jenkin
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.