Podcast Episodes

Why Clients Leave (And How to Keep Them)

In this week's recap, Amber Kuhn highlights the often-overlooked foundation of successful financial advising: genuine client relationships. While industry expertise matters, Matt and Micah shared Mon…

Published on 11 months, 1 week ago

What Was Your NET Client Flow In 2024? [Episode 291]

Episode 291

In the latest episode of The Perfect RIA, Matt and Micah discuss what truly makes or breaks client relationships in financial advising - and surprise, it's not your fancy financial jargon or market p…

Published on 11 months, 2 weeks ago

Entitlement vs. Intention

In this week's recap, Amber Kuhn highlights the significance of setting intentions for the new year. On Monday, Matt and Micah tackled the delicate balance between the new year's ambitions and busine…

Published on 11 months, 2 weeks ago

What You Are Entitled To In 2025 [Episode 290]

Episode 290

In this episode, Matt and Micah kick off 2025 with an episode that's less about champagne toasts and more about making your financial advisory practice pop like a cork. They dive into the art of inte…

Published on 11 months, 3 weeks ago

Soft Skills, Hard Truths

In this week's recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far more about emotional intelligence than technical…

Published on 11 months, 3 weeks ago

Don't Worry, I Can Skip The Soft Stuff [Episode 289]

Episode 289

In this episode, Micah and Matt discuss the importance of relationship-building in client meetings. They reveal a counterintuitive truth that many financial advisors miss: your first client meeting i…

Published on 1 year ago

How Comfort Zones and Wishful Thinking Impact Your Growth

In this week's recap, Amber Kuhn is highlighting business growth and personal development. On Monday, Matt and Micah shattered the myth of silver bullet solutions, emphasizing that true progress come…

Published on 1 year ago

Encore Episode: Goals and Productivity

In this encore episode, Jamie Shilanski dives into how you approach personal and professional growth. Forget wishful thinking – this is about transforming goals from pipe dreams to concrete realities…

Published on 1 year ago

Yes, There is One Silver Bullet [Episode 288]

Episode 288

In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy …

Published on 1 year ago

Historical Hindsight and Setting Strategic Goals

In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Financial History," joined Matt to offer a profound p…

Published on 1 year ago