Podcast Episodes

Encore Episode: Goal Setting

In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success isn't about dreaming—it's about doing. Jamie cha…

Published on 1 year ago

The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]

Episode 287

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a treasure trove of knowledge, unpacking how u…

Published on 1 year ago

Pricing Your Worth and a Guide to Year-End Planning

In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX to explore the often-overlooked art of bi…

Published on 1 year ago

Show Me Your EBITDA

In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform their practices from good to extraordinary.…

Published on 1 year ago

Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

Episode 286

In financial advising, leaving money on the table isn't just a rookie mistake—it's a potential career killer. Matthew Jarvis and Lacey Shrum from Smart KX dive deep into the treacherous waters of adv…

Published on 1 year ago

From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom?  In this recap episode, Amber shares highlights on how you can learn from others' success and how to …

Published on 1 year ago

Year-End Business Planning How To

In this conversation, Jamie Shilanski pulls back the curtain on the ride of entrepreneurship in the financial advisory world. But it's not all spreadsheets and dollar signs. Jamie gets real about the…

Published on 1 year ago

Compliance 'Adverse' [Episode 285]

Episode 285

Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success story – and why independent advisors sh…

Published on 1 year ago

Crypto Conversations and Client Selection

Money talks, but sometimes, clients need help finding the right words, and success lies in knowing when to lean in and when to step back. In this recap episode, Amber shares highlights on crypto-curi…

Published on 1 year, 1 month ago

Encore Episode: Who Are Your Prospects?

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today's Worlds To Conquer, Jamie dives into prospecting and how to make sure you're working with the …

Published on 1 year, 1 month ago