Podcast Episodes

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

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, buildi…

Published on 21 hours ago

Encore Episode: Why Advisors Fail

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 they stand by the importance of following a succes…

Published on 3 days, 21 hours ago

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Episode 340

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continu…

Published on 1 week ago

Encore Episode: Tips from the Trenches - Taxes

In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your…

Published on 1 week, 3 days ago

Tax Planning at Scale [Episode 339]

Episode 339

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

Published on 2 weeks ago

Encore Episode: You Didn't Hire Idiots

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 episode of 'Nailed It', but for Financial Advisors? O…

Published on 2 weeks, 3 days ago

Creative Deal Structuring for Advisors With Scott DiGiammarino

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making process between internal and external sales.…

Published on 2 weeks, 4 days ago

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

Episode 338

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 lead to significant breakthroughs in business and p…

Published on 3 weeks ago

Encore Episode:The Godfather: Michael Kitces

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this indus…

Published on 3 weeks, 3 days ago

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

Episode 337

In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of th…

Published on 4 weeks ago