The Perfect RIA

Relationship Currency: Converting Cash Flow Conversations into Client Loyalty

25 Apr 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth. ...

Value Beyond The Meeting [Episode 305]

21 Apr 2025

Contributed by Lukas

In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue th...

The Value-Add Ladder and Exit Strategies of the Ultra-Successful

18 Apr 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a ma...

Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino

17 Apr 2025

Contributed by Lukas

In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed...

Ranking Value Adds: Easy Wins and Game Changers [Episode 304]

14 Apr 2025

Contributed by Lukas

In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading fo...

Navigating Compliance and Cash Flow: The S-Corp Edition

11 Apr 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation struct...

The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]

07 Apr 2025

Contributed by Lukas

In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for...

The Art of Firing Clients

04 Apr 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Micah about one of the most challenging aspects of running a financia...

Why Or When To Fire A Client [Episode 302]

31 Mar 2025

Contributed by Lukas

In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They chall...

The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle

28 Mar 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked of...

Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

24 Mar 2025

Contributed by Lukas

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors ...

Culture, Clients, and Complementary Skills

21 Mar 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn highlights succession planning and the lessons learned from a successful merger. On Monday, Matt sat down ...

The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]

17 Mar 2025

Contributed by Lukas

In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million...

Financial Undressing: What Your Practice Valuation is Really Wearing

14 Mar 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world.  Monday's episode feature...

Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

13 Mar 2025

Contributed by Lukas

In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the...

You're Not Taylor Swift [Episode 299]

10 Mar 2025

Contributed by Lukas

In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterhe...

The Broken Dealer's Guide to Independence (And When to Stay Put)

07 Mar 2025

Contributed by Lukas

Summary:  In this week's Follow Up Friday, Amber Kuhn highlights one advisor's journey going independent. On Monday, Matthew Jarvis welcomed Carmine ...

The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]

03 Mar 2025

Contributed by Lukas

Summary:  Ever wonder what happens when a seasoned financial advisor finally breaks free from the broker-dealer world? In this episode of the Perfect...

Why Your Value Proposition Matters More Than Your Fee

28 Feb 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn highlights the ever-present challenge of advisory fees and client perceptions. Matt and Micah emphasized o...

The Fees Are Only Up Because The Market Is Up… [Episode 297]

24 Feb 2025

Contributed by Lukas

In this episode of The Perfect RIA podcast, Matt and Micah tackle the ever-present elephant in the room: advisor fees and the true value behind those ...

Goal Setting Gone Right: Stop Faking It, Start Making It

21 Feb 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn recaps an insightful conversation between Matt and executive coach Kristen Burke about the art and science...

From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]

17 Feb 2025

Contributed by Lukas

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achie...

Why Two Advisors Decided to Spill Their Secrets

14 Feb 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn highlights the origin story of why Matthew Jarvis and Micah Shilanski started The Perfect RIA. Matt and Mi...

Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]

10 Feb 2025

Contributed by Lukas

In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisor...

Estate Planning: From Checkbox to Cornerstone

07 Feb 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical i...

A Trust Will Solve All My Problems… [Episode 294]

03 Feb 2025

Contributed by Lukas

In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mist...

Beyond the Numbers: The Human Side of Retiring

31 Jan 2025

Contributed by Lukas

In this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirem...

The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]

27 Jan 2025

Contributed by Lukas

In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensi...

Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline

24 Jan 2025

Contributed by Lukas

In this week's recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and M...

So, How Will You Get All Those New Clients? [Episode 292]

20 Jan 2025

Contributed by Lukas

In this episode, Matt and Micah tackle the age-old question: how can advisors transform their practices from good to extraordinary? They reveal why sh...

Why Clients Leave (And How to Keep Them)

17 Jan 2025

Contributed by Lukas

In this week's recap, Amber Kuhn highlights the often-overlooked foundation of successful financial advising: genuine client relationships. While indu...

What Was Your NET Client Flow In 2024? [Episode 291]

13 Jan 2025

Contributed by Lukas

In the latest episode of The Perfect RIA, Matt and Micah discuss what truly makes or breaks client relationships in financial advising - and surprise,...

Entitlement vs. Intention

10 Jan 2025

Contributed by Lukas

In this week's recap, Amber Kuhn highlights the significance of setting intentions for the new year. On Monday, Matt and Micah tackled the delicate ba...

What You Are Entitled To In 2025 [Episode 290]

06 Jan 2025

Contributed by Lukas

In this episode, Matt and Micah kick off 2025 with an episode that's less about champagne toasts and more about making your financial advisory practic...

Soft Skills, Hard Truths

03 Jan 2025

Contributed by Lukas

In this week's recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far...

Don't Worry, I Can Skip The Soft Stuff [Episode 289]

30 Dec 2024

Contributed by Lukas

In this episode, Micah and Matt discuss the importance of relationship-building in client meetings. They reveal a counterintuitive truth that many fin...

How Comfort Zones and Wishful Thinking Impact Your Growth

27 Dec 2024

Contributed by Lukas

In this week's recap, Amber Kuhn is highlighting business growth and personal development. On Monday, Matt and Micah shattered the myth of silver bull...

Encore Episode: Goals and Productivity

26 Dec 2024

Contributed by Lukas

In this encore episode, Jamie Shilanski dives into how you approach personal and professional growth. Forget wishful thinking – this is about transf...

Yes, There is One Silver Bullet [Episode 288]

23 Dec 2024

Contributed by Lukas

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 ...

Historical Hindsight and Setting Strategic Goals

20 Dec 2024

Contributed by Lukas

In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Fina...

Encore Episode: Goal Setting

19 Dec 2024

Contributed by Lukas

In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success...

The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]

16 Dec 2024

Contributed by Lukas

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brin...

Pricing Your Worth and a Guide to Year-End Planning

13 Dec 2024

Contributed by Lukas

In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from S...

Show Me Your EBITDA

12 Dec 2024

Contributed by Lukas

In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to tran...

Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

09 Dec 2024

Contributed by Lukas

In financial advising, leaving money on the table isn't just a rookie mistake—it's a potential career killer. Matthew Jarvis and Lacey Shrum from Sm...

From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

06 Dec 2024

Contributed by Lukas

Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom?  In this recap episode, Amber shares highlights on ...

Year-End Business Planning How To

05 Dec 2024

Contributed by Lukas

In this conversation, Jamie Shilanski pulls back the curtain on the ride of entrepreneurship in the financial advisory world. But it's not all spreads...

Compliance 'Adverse' [Episode 285]

02 Dec 2024

Contributed by Lukas

Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkabl...

Crypto Conversations and Client Selection

29 Nov 2024

Contributed by Lukas

Money talks, but sometimes, clients need help finding the right words, and success lies in knowing when to lean in and when to step back. In this reca...

Encore Episode: Who Are Your Prospects?

28 Nov 2024

Contributed by Lukas

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospect...

Bitcoin [Episode 284]

25 Nov 2024

Contributed by Lukas

Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20 ...

Leveling Up Leadership and Letting Go of Limits

22 Nov 2024

Contributed by Lukas

In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer...

Whose Table Do You Want a Seat At?

21 Nov 2024

Contributed by Lukas

In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly ...

Mastering the Art of Delegation with BELAY's Lisa Seal [Episdoe 283]

18 Nov 2024

Contributed by Lukas

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity ...

Building Your Dream RIA and Debunking the Perfect Balance Myth

15 Nov 2024

Contributed by Lukas

In this recap episode, Amber shares highlights about the world of independent advisors and the oh-so-elusive work-life balance (spoiler alert: it migh...

Drama, Drama, Drama

14 Nov 2024

Contributed by Lukas

Think "work-life balance" is achievable? Jamie Shilanski has news for you—it's time to ditch that myth along with the office drama. Jamie spills the...

Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282]

11 Nov 2024

Contributed by Lukas

From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Ma...

Power Moves: Smart Business Planning and Savvy Hiring

08 Nov 2024

Contributed by Lukas

In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retai...

What Are We Paying Employees?

07 Nov 2024

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 wh...

A Failure to Plan is a Plan to Fail [Episode 281]

04 Nov 2024

Contributed by Lukas

In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a...

Bitcoin Battles and Value Add Victories

01 Nov 2024

Contributed by Lukas

In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value a...

Encore Episode: Managing Value Adds In Surge

31 Oct 2024

Contributed by Lukas

In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to en...

The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]

28 Oct 2024

Contributed by Lukas

Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitc...

Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

25 Oct 2024

Contributed by Lukas

In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client re...

A Tangent with Floyd Shilanski

24 Oct 2024

Contributed by Lukas

In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of ...

Learning Opportunity or Time To Go [Episode 279]

21 Oct 2024

Contributed by Lukas

In this conversation, Matt and Micah tackle the crucial yet often underestimated topic of leadership and team management in financial advisory practic...

The Devil's in the Details: Mastering Professionalism and Digital Discipline

18 Oct 2024

Contributed by Lukas

In this recap episode, Amber shares highlights about professionalism and navigating reality in a digital world. On Monday, Matt and Micah discussed th...

Is This The Grind?

17 Oct 2024

Contributed by Lukas

Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain...

Yes, It Is Your Dress [Episode 278]

14 Oct 2024

Contributed by Lukas

In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details – a sharp outfit, ...

Avoiding Common Advisor Pitfalls and Embracing Sales Excellence

11 Oct 2024

Contributed by Lukas

In this recap episode, Amber shares highlights about the common mistakes financial advisors make, the importance of sales in their roles, and effectiv...

The Art of Selling- Mastering Communication for Sales Success for People in Finance

10 Oct 2024

Contributed by Lukas

In this conversation, Jamie Shilanski uncovers the universal truth that everyone, regardless of their profession, is constantly engaged in sales and n...

From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

07 Oct 2024

Contributed by Lukas

In this conversation, Matthew Jarvis and Matt Delzingaro, from Coffee with Delzi and Brighthouse Financial challenge conventional wisdom and urge advi...

Unique Abilities and Unbreakable Rules for Advisor Success

04 Oct 2024

Contributed by Lukas

In this recap episode, Amber shares highlights on an advisor's unique skills and the importance of rules. Monday's episode featured Andree Mohr, the n...

What Rules Apply And To Who? Leaders Answer

03 Oct 2024

Contributed by Lukas

In this episode, Jamie Shilanski dives into the heart of organizational success: team dynamics. With her trademark insight, Jamie reveals how the back...

Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]

30 Sep 2024

Contributed by Lukas

In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability...

The Annuity Landscape and Savvy Hiring

27 Sep 2024

Contributed by Lukas

In this recap episode, Amber is sharing the highlights from conversations on annuities and hiring (and firing). On Monday, Matt and Brian dove into th...

Hire or Fire?

26 Sep 2024

Contributed by Lukas

In this episode of The Perfect RIA podcast, Jamie Shilanski dishes out some hard-earned wisdom from Shilanski and Associates about empowering team mem...

Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]

23 Sep 2024

Contributed by Lukas

In this episode of the Perfect RIA podcast, Matthew is joined by Brian Smith, from Foundation Income Associates, an expert in annuities and insurance ...

Balancing Acts: From Bookkeeping Basics to Professional Growth

20 Sep 2024

Contributed by Lukas

Amber is recapping this week's episode highlights. On Monday, Matt dove into the world of bookkeeping with Duff Tucker from Belay, uncovering the comm...

I Have No Time

19 Sep 2024

Contributed by Lukas

In this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsi...

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

16 Sep 2024

Contributed by Lukas

In this episode of The Perfect RIA podcast, Matthew Jarvis and Duff Tucker, Account Services Manager for Belay, discuss the often-overlooked world of ...

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

13 Sep 2024

Contributed by Lukas

In this recap episode, Amber is covering this week's highlights. On Monday, Matt and Micah explored the stark differences between advisors who smash t...

Fire Them Already!

12 Sep 2024

Contributed by Lukas

In this conversation, Jamie Shilanski discusses the role of intuition in decision-making as business owners. She explains the two types of intuition: ...

Daydreaming Won't Make You a Successful Financial Advisor [Episode 273]

09 Sep 2024

Contributed by Lukas

Matt and Micah are breaking down the difference between actual goals and mere fantasies. Why do some financial advisors hit their big hairy audacious ...

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

06 Sep 2024

Contributed by Lukas

In this week's recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering...

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

05 Sep 2024

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 ...

Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

02 Sep 2024

Contributed by Lukas

In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial p...

Your True North and Building a Legacy Practice

30 Aug 2024

Contributed by Lukas

In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Gar...

Building an Enterprise Office

29 Aug 2024

Contributed by Lukas

In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stage...

True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]

26 Aug 2024

Contributed by Lukas

Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions wi...

The Power of Personal Growth,Value Adds and Freedom in Your Practice

23 Aug 2024

Contributed by Lukas

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode...

Will I Ever Experience Freedom as a Business Owner?

22 Aug 2024

Contributed by Lukas

In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic gr...

The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]

19 Aug 2024

Contributed by Lukas

In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aa...

From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies

16 Aug 2024

Contributed by Lukas

In this recap, Amber's highlighting this week's focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites an...

How to Grow Your Practice

15 Aug 2024

Contributed by Lukas

In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable ...

Not Bringing on New Clients? It's Because You're Playing Office [Episode 269]

12 Aug 2024

Contributed by Lukas

In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes...

Seamlessly Integrating Estate Planning and Building Client Trust

09 Aug 2024

Contributed by Lukas

In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.co...

The Power of Authority - Why We Follow Experts

08 Aug 2024

Contributed by Lukas

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estat...

Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

05 Aug 2024

Contributed by Lukas

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve ...

What Makes a Portfolio Successful and the Rule of Two

02 Aug 2024

Contributed by Lukas

In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial a...