Podcast Episodes

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

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 of goal achievement. While many advisors start t…

Published on 10 months, 1 week ago

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

Episode 296

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial adviso…

Published on 10 months, 1 week ago

Why Two Advisors Decided to Spill Their Secrets

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 Micah revealed how the landscape of financial advis…

Published on 10 months, 2 weeks ago

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

Episode 295

In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors everywhere dive into their new year planning, t…

Published on 10 months, 2 weeks ago

Estate Planning: From Checkbox to Cornerstone

In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical importance. On Monday, Micah shared his successful…

Published on 10 months, 3 weeks ago

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

Episode 294

In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mistakenly consider estate planning a simple checkbox…

Published on 10 months, 3 weeks ago

Beyond the Numbers: The Human Side of Retiring

In this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirement Stepping Stones." The episode dives into the …

Published on 10 months, 4 weeks ago

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

Episode 293

In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. Sharing the heart-wre…

Published on 11 months ago

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

In this week's recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and Micah emphasized that successful financial advisor…

Published on 11 months ago

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

Episode 292

In this episode, Matt and Micah tackle the age-old question: how can advisors transform their practices from good to extraordinary? They reveal why shooting for double-digit client growth isn't just …

Published on 11 months, 1 week ago