The Perfect RIA

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 worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

The Perfect RIA is a business podcast hosted by Unknown Host, with 931 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Perfect RIA, a business show with 931 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Perfect RIA

  Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan

  Aug 27, 202631 min

  In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving criteria for successful transactions. They explore the importance of understanding growth potential, the implications of earnouts, and the significance of cultural fit in M&A decisions. The conversation also highlights the risks associated with equity investments and the importance of being prepared for life after a merger or acquisition. Overall, the episode provides valuable insights for financial advisors considering M&A as a strategy for growth and sustainability. Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Download the evaluation framework Carson uses to assess RIA growth! - Learn More about our Coaching Programs

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  Episode #363

  Creating Welcoming Spaces for Clients [Episode 364]

  Aug 24, 202630 min

  In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming environment for prospects, addressing DIY mentalities, and the significance of building credibility and integrity in client relationships. The conversation highlights the transformative potential of financial guidance and the necessity of ensuring clients feel valued and understood. In this conversation, Micah and Jarvis discuss the importance of building trust with clients through transparent practices such as offering refunds and addressing objections. They emphasize the need for financial advisors to have a clear process for delivering value and to navigate client concerns with integrity. The discussion also highlights the significance of preparation and experience in client meetings, ensuring that advisors can provide meaningful insights and support. Creating Welcoming Spaces for Clients [Episode 364] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

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  The Perfect RIA

  Compliance is a strength, not a burden With Darren Whissen

  Aug 20, 202630 min

  In this episode, Matthew Jarvis interviews Darren Whissen from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas. They explore the importance of compliance in alternative investments, how to effectively communicate with clients about these options, and the strategic advantages that come from understanding and implementing compliance protocols. Darren shares his journey in wealth management, the concept of tax alpha, and the key considerations for advisors when incorporating oil and gas into client portfolios. The conversation emphasizes the need for education and due diligence in navigating the complexities of alternative investments. Compliance is a strength, not a burden With Darren Whissen Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Darren Whissen Website | LinkedIn - Check Invito Programs - Learn More about our Coaching Programs - The Summit 2026

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  Episode #363

  Things Will Go Wrong: Now What? [Episode 363]

  Aug 17, 202632 min

  When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, gather facts, and take full ownership without making excuses. By maintaining proactive client communication and documenting solutions, advisors protect trust and preserve client relationships. Things Will Go Wrong: Now What? [Episode 363] Resources in today's episode: Resources - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

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  The Perfect RIA

  The Pitfalls of Cooperative Practices With John Poole

  Aug 13, 202626 min

  In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in business deals. They explore who should avoid deals, the importance of business growth, the risks associated with client concentration, and the common misconceptions about practice valuation. The conversation emphasizes the need for advisors to view their practices as businesses and to understand the implications of their operational decisions on valuation and marketability. The Pitfalls of Cooperative Practices With John Poole Resources in today's episode: - Matt Jarvis: Website | LinkedIn - John Poole: Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs

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