Podcast Episodes

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

Episode 301

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 squirm: bookkeeping delegation. They dive into wh…

Published on 9 months ago

Culture, Clients, and Complementary Skills

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 with Jenny Martella from Modera, who shared her r…

Published on 9 months, 1 week ago

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

Episode 300

In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250 million before joining Modera is nothing…

Published on 9 months, 1 week ago

Financial Undressing: What Your Practice Valuation is Really Wearing

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

Monday's episode featured Matt and Micah reflecting on insights from their…

Published on 9 months, 2 weeks ago

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

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 financial advisory industry. They expose the gap…

Published on 9 months, 2 weeks ago

You're Not Taylor Swift [Episode 299]

Episode 299

In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterheads need it. The duo dives into the ecosystem of …

Published on 9 months, 2 weeks ago

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

Summary: 

In this week's Follow Up Friday, Amber Kuhn highlights one advisor's journey going independent. On Monday, Matthew Jarvis welcomed Carmine Corino, CEO of Cornerstone Planning Group and auth…

Published on 9 months, 3 weeks ago

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

Episode 298

Summary: 

Ever wonder what happens when a seasoned financial advisor finally breaks free from the broker-dealer world? In this episode of the Perfect RIA podcast, Matthew Jarvis interviews Carmine Co…

Published on 9 months, 3 weeks ago

Why Your Value Proposition Matters More Than Your Fee

In this week's Follow Up Friday, Amber Kuhn highlights the ever-present challenge of advisory fees and client perceptions. Matt and Micah emphasized on Monday that the fee conversation isn't just abo…

Published on 10 months ago

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

Episode 297

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 dollar signs. They discuss how clients, naturally…

Published on 10 months ago