The Perfect RIA

Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan

26 Mar 2026

Contributed by Lukas

In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from Carson Wealth, discussing the evolution of Carson Wealth Management, ...

Encore Episode: You Are Only Cheating Yourself

23 Mar 2026

Contributed by Lukas

Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventiona...

From Struggle to Seven Figures: Aaron Schmerling's Journey

19 Mar 2026

Contributed by Lukas

In this episode of the TPR podcast, host Matthew Jarvis interviews Aaron Schmerling, a successful financial advisor who shares his journey from strugg...

Encore Episode: When Value Adds Go Wrong

16 Mar 2026

Contributed by Lukas

At The Perfect RIA, we're all about the journey to Deliver Massive Value to your clients. While Surge has been catching on like wildfire, we believe t...

The Future of Financial Advisory Practices With Scott DiGiammarino

12 Mar 2026

Contributed by Lukas

In this episode, Matthew Jarvis and Scott DiGiammarino discuss the current state of financial advisory practices, focusing on market growth, practice ...

Encore Episode: The Perfect Surge Dates

09 Mar 2026

Contributed by Lukas

In this episode, Jamie discusses the concept and implementation of Surge, as well as when is the most appropriate time for Surge meetings. Surge ...

Maximizing Productivity with AI and Delegation With Kyle Willis

05 Mar 2026

Contributed by Lukas

In this conversation, Kyle Willis and Matt discuss the intersection of AI tools and virtual assistants, emphasizing the importance of combining both f...

It's The End Of The World… What Do We Do? [Episode 349]

02 Mar 2026

Contributed by Lukas

In this episode, Micah and Matt discuss the intricacies of client communication, particularly when clients express urgent concerns about their investm...

Why Every Advisor Needs to Create Content [Episode 348]

23 Feb 2026

Contributed by Lukas

In this episode, Micah and Matthew discuss the critical role of content creation for financial advisors. They emphasize that all advisors produce cont...

The Ethics of Business Transitions With Brian Hanks

19 Feb 2026

Contributed by Lukas

In this episode of the TPR podcast, Matthew interviews Brian Hanks, founder of Dental Buyer Advocates and author of multiple books on dental practice ...

The Best Fee Script Ever [Episode 347]

16 Feb 2026

Contributed by Lukas

In this episode, Micah and Matt discuss the intricacies of pricing strategies in financial planning. They emphasize the importance of discipline in ma...

Understanding Valuation Trends in Today's Market With John Poole

12 Feb 2026

Contributed by Lukas

In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and ...

The Longevity Factor in Retirement With Brian Smith

05 Feb 2026

Contributed by Lukas

In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding...

The Integrity of Meeting Timeliness [Episode 346]

02 Feb 2026

Contributed by Lukas

In this episode, Micah and MAtt discuss the critical importance of time management in client meetings for financial advisors. They explore how running...

Client Retention Strategies With Shelby Nicholl [Episode 345]

26 Jan 2026

Contributed by Lukas

In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Regis...

The Power of Niche With Joe Curry

22 Jan 2026

Contributed by Lukas

In this episode of the TPR  podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his ...

Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]

19 Jan 2026

Contributed by Lukas

In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of ...

Negotiating Deal Terms With Peter Velardi

15 Jan 2026

Contributed by Lukas

In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi discuss the intricacies of negotiating deal terms, the importance of u...

Stop Defending Your Head Trash! [Episode 343]

12 Jan 2026

Contributed by Lukas

In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and...

The Software Dilemma in Financial Planning [Episode 342]

05 Jan 2026

Contributed by Lukas

In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to...

Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

29 Dec 2025

Contributed by Lukas

In this episode, Micah and Matt discuss the importance of embracing failures as learning opportunities for financial advisors. They emphasize the need...

Encore Episode: Why Advisors Fail

26 Dec 2025

Contributed by Lukas

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but t...

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

22 Dec 2025

Contributed by Lukas

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the...

Encore Episode: Tips from the Trenches - Taxes

19 Dec 2025

Contributed by Lukas

In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advi...

Tax Planning at Scale [Episode 339]

15 Dec 2025

Contributed by Lukas

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They...

Encore Episode: You Didn't Hire Idiots

12 Dec 2025

Contributed by Lukas

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own epis...

Creative Deal Structuring for Advisors With Scott DiGiammarino

11 Dec 2025

Contributed by Lukas

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-ma...

The Power of Experimentation in Financial Planning With Art Turock [Episode 338]

08 Dec 2025

Contributed by Lukas

In this episode of the TPR Podcast, Matthew Jarvis and Art Turock delve into the concept of latent needs, exploring how identifying these needs can le...

Encore Episode:The Godfather: Michael Kitces

05 Dec 2025

Contributed by Lukas

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today i...

Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]

01 Dec 2025

Contributed by Lukas

In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for fi...

Encore Episode: What Are We Paying Employees?

28 Nov 2025

Contributed by Lukas

In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals w...

Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]

24 Nov 2025

Contributed by Lukas

In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesse...

Encore Episode: You May Be The Problem

21 Nov 2025

Contributed by Lukas

In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and lead...

Discipline Equals… Money? [Episode 335]

17 Nov 2025

Contributed by Lukas

In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors....

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms

14 Nov 2025

Contributed by Lukas

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joi...

Hiring an Executive Assistant With Karen Stewart [Episode 334]

10 Nov 2025

Contributed by Lukas

This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for ...

Encore Episode: Measure What Really Matters?

07 Nov 2025

Contributed by Lukas

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of con...

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

03 Nov 2025

Contributed by Lukas

In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for fina...

Encore Episode: Leveraging Technology With Guest Ben Goss

31 Oct 2025

Contributed by Lukas

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical r...

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

27 Oct 2025

Contributed by Lukas

In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in ...

Encore Episode: So Is This What You Do In YOUR Practice?

24 Oct 2025

Contributed by Lukas

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. T...

The Importance of Risk Management in Financial Planning With Justin Smith

23 Oct 2025

Contributed by Lukas

In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of hav...

Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]

20 Oct 2025

Contributed by Lukas

In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of...

Encore Episode: Client Relationships And Connections With Guest David Gow

17 Oct 2025

Contributed by Lukas

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the si...

The Shift from Cash Flow to Wealth with John Poole

16 Oct 2025

Contributed by Lukas

In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than ...

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

13 Oct 2025

Contributed by Lukas

In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and th...

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

10 Oct 2025

Contributed by Lukas

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarv...

Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]

06 Oct 2025

Contributed by Lukas

In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly f...

Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees

03 Oct 2025

Contributed by Lukas

Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash those nagging doubts and fears that keep advisors fr...

Mastering Fees in Financial Advisory [Episode328]

29 Sep 2025

Contributed by Lukas

In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors ...

Encore Episode: Should I Fire My Team?

26 Sep 2025

Contributed by Lukas

There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and yo...

Navigating Team Dynamics: Lessons in Leadership [Episode 327]

22 Sep 2025

Contributed by Lukas

In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and th...

Encore Episode: When Prospecting Goes Wrong

19 Sep 2025

Contributed by Lukas

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasiz...

100 Reasons Prospects Say No [Episode 326]

15 Sep 2025

Contributed by Lukas

In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly...

Encore Episode: How To Train Your Team

12 Sep 2025

Contributed by Lukas

In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of im...

The Importance of De-risking Your Practice With Ted Jenkin

11 Sep 2025

Contributed by Lukas

In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on merg...

Discipline Equals Freedom: The Key to Success [Episode 325]

08 Sep 2025

Contributed by Lukas

In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in cl...

Encore Episode: Business Planning

05 Sep 2025

Contributed by Lukas

In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it ...

The Future of Financial Advising with Shelby Nicholl [Episode 324]

01 Sep 2025

Contributed by Lukas

In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation ...

Encore Episode: Stop Talking Yourself Out Of The Sale!

29 Aug 2025

Contributed by Lukas

It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need...

Counting the Reps: The Key to Growth [Episode 323]

25 Aug 2025

Contributed by Lukas

In this episode, Matt and Micah discuss the concept of 'counting the reps' in the context of financial advising. They emphasize the importance of dist...

Encore Episode: Why Aren't You Delegating To A Virtual Assistant?

22 Aug 2025

Contributed by Lukas

Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings sure but at what cost? Are doing these ...

Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell

21 Aug 2025

Contributed by Lukas

In this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares ins...

Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]

18 Aug 2025

Contributed by Lukas

In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtu...

Encore Episode: Did Surge Abandon You?

15 Aug 2025

Contributed by Lukas

If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surg...

Valuations in a Changing Market With Scott DiGiammarino

14 Aug 2025

Contributed by Lukas

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and cli...

Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]

11 Aug 2025

Contributed by Lukas

In this episode, Matt and Micah discuss the concept of 'Surge' in financial advising, emphasizing the importance of delivering massive value to client...

Encore Episode: How Surge Works For New Relationships And Clients.

08 Aug 2025

Contributed by Lukas

If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see ...

The Power of Relationships in Wealth Management with Scott Danner [Episode 320]

04 Aug 2025

Contributed by Lukas

In this episode of the TPR podcast, Matthew Jarvis interviews Scott Danner, a seasoned financial advisor and author of 'Freedom Street.' They discuss ...

Encore Episode: The Right Size Financial Plan

01 Aug 2025

Contributed by Lukas

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt an...

The Philosophy of Financial Planning with Peter Tiboris [Episode 319]

28 Jul 2025

Contributed by Lukas

In this episode Matthew Jarvis interviews Peter Tiboris, a successful financial advisor who has scaled his practice to over $3.2 billion in assets und...

Encore Episode: Why Advisors Lose Clients

25 Jul 2025

Contributed by Lukas

In this encore episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client rela...

How to Get More Clients This Summer [Episode 318]

21 Jul 2025

Contributed by Lukas

In this episode, Micah and Jarvis discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and ...

Encore Episode: What Are Prospects ACTUALLY Saying

18 Jul 2025

Contributed by Lukas

In this encore episode Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine...

The M&A Playbook for Financial Advisors with Ted Jenkin

17 Jul 2025

Contributed by Lukas

In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during t...

Prospecting That Works [Episode 317]

14 Jul 2025

Contributed by Lukas

In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. The...

Encore Episode: How Are You Accountable When You Make a Client Mistake?

11 Jul 2025

Contributed by Lukas

In this encore episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The ...

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

07 Jul 2025

Contributed by Lukas

In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emp...

Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

04 Jul 2025

Contributed by Lukas

In this encore episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares...

From Business to Freedom With Jerome Myers [Episode 315]

30 Jun 2025

Contributed by Lukas

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Jerome Myers delve into the complexities of business exits, exploring the psychological...

Encore episode - Why Don't I Have More Prospects?!?

27 Jun 2025

Contributed by Lukas

Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, d...

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

23 Jun 2025

Contributed by Lukas

In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers ...

Encore Episode: You Said What In A Client Meeting?!

20 Jun 2025

Contributed by Lukas

One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environ...

Not Everyone Needs a Niche [Episode 313]

16 Jun 2025

Contributed by Lukas

In this episode, Micah and Jarvis discuss the concept of niching in the financial advisory space, exploring its importance, the distinction between ad...

Encore episode - Client Segmentation

13 Jun 2025

Contributed by Lukas

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you...

Navigating the New Era of Financial Advisory With Peter Velardi

12 Jun 2025

Contributed by Lukas

In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the ...

Work-Life Balance with Guest Dustin Frost [Episode 312]

09 Jun 2025

Contributed by Lukas

In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young ent...

Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?

06 Jun 2025

Contributed by Lukas

What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a Ji...

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

02 Jun 2025

Contributed by Lukas

In this episode of TPR Podcast, we're joined by legendary entrepreneur, content creator, and author Pat Flynn. Known for pioneering transparency in on...

Encore Episode: What Is The Perfect RIA?

30 May 2025

Contributed by Lukas

In this Encore Episode Matt and Micah talk about how often you use financial phrases, terminology, or jargon that mean nothing to your clients or pros...

Navigating The M&A Landscape With Jessica Polito [Episode 310]

26 May 2025

Contributed by Lukas

In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial a...

Encore episode - Double Your Practice

23 May 2025

Contributed by Lukas

In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors ha...

The Art of Taking Time Off [Episode 309]

19 May 2025

Contributed by Lukas

In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with ...

Encore episode - You Drank a Soda in a Client Meeting?!?

16 May 2025

Contributed by Lukas

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you en...

Bonus Episode: The Numbers Behind Financial Success

15 May 2025

Contributed by Lukas

Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for prac...

The Critical Role of Talent in Advisory Firms [Episode 308]

12 May 2025

Contributed by Lukas

In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry, ...

Encore episode - How Did I Lose $50,000 This Month!?!

09 May 2025

Contributed by Lukas

In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than g...

The Hard Truths of Success [Episode 307]

05 May 2025

Contributed by Lukas

In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving succes...

Encore episode - How To Communicate Your Value To Clients [Episode 172]

02 May 2025

Contributed by Lukas

In this throwback episode, Matthew and Micah revisit one of their most impactful conversations about adding real value during client meetings. Every a...

Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]

28 Apr 2025

Contributed by Lukas

In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annu...