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 | 928 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||
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Latest Episodes
In this episode, hosts Matt and Micah discuss the critical importance of delivering value to clients in financial planning. They explore the concept of value adds, emphasizing the need for advisors to simplify processes and proactively engage with cl... more
In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA relationships, onboarding strategies, and handling turnover seamlessly. Whether you're new to v... more
In this episode, hosts Matthew Jarvis and Micah Shilanski delve into the complexities of productivity, particularly focusing on email management and setting client expectations. They discuss the inherent costs of productivity, the importance of inten... more
In this episode, Matthew Jarvis and Shelby Nicholl discuss the intricacies of channel evaluation for financial advisors. They explore the importance of timely decision-making, the impact of health on career choices, and the critical factors of functi... more
Key Facts
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Reviews
I've become a fast fan of your podcast!
Podchaser52 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 States5 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
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #179 | United States/Business/Investing |
Apple Podcasts | #98 |  Australia/Business/Investing |
Apple Podcasts | #199 |  Brazil/Business/Investing |
Apple Podcasts | #230 |  India/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?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Perfect RIA, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
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 928 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. Becky Casstevens-Bellury
2. Brad Wooten
3. Peter Velardi
4. Charlie Gipple
5. Sam Flatten
6. Matthew Daugherty
7. H. Adam Holt
8. Derek Notman
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.