The Perfect RIA Podcast
1) Understanding Valuation Trends in Today's Market With John Poole
In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and liquidity events. They explore the implications of...Show More
2) The Longevity Factor in Retirement With Brian Smith
In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life expectancy versus longevity, the impact of M...Show More
3) The Integrity of Meeting Timeliness [Episode 346]
In this episode, Micah and MAtt discuss the critical importance of time management in client meetings for financial advisors. They explore how running over time can reflect a lack of integrity and res...Show More
4) Client Retention Strategies With Shelby Nicholl [Episode 345]
In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Registered Investment Advisor (RIA) model. They explore...Show More
5) The Power of Niche With Joe Curry
In this episode of the TPRĀ podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his journey of growth, the importance of niche marketin...Show More
6) Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of effective marketing strategies. He emphasizes the ...Show More
7) Negotiating Deal Terms With Peter Velardi
In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi discuss the intricacies of negotiating deal terms, the importance of understanding earn outs, and the value of professio...Show More
8) Stop Defending Your Head Trash! [Episode 343]
In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and capacity. They explore the idea of a 'money therm...Show More
9) The Software Dilemma in Financial Planning [Episode 342]
In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to understand the limitations of software and the va...Show More
10) Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
In this episode, Micah and Matt discuss the importance of embracing failures as learning opportunities for financial advisors. They emphasize the need for intentionality in advisory practices, buildin...Show More