Podcast Episodes

Bitcoin [Episode 284]

Episode 284

Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20 Questions" with your clients isn't just a party g…

Published on 1 year, 1 month ago

Leveling Up Leadership and Letting Go of Limits

In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegati…

Published on 1 year, 1 month ago

Whose Table Do You Want a Seat At?

In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly in the context of professional success and emotio…

Published on 1 year, 1 month ago

Mastering the Art of Delegation with BELAY's Lisa Seal [Episdoe 283]

Episode 283

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and efficiency. The discussion explores the uniqu…

Published on 1 year, 1 month ago

Building Your Dream RIA and Debunking the Perfect Balance Myth

In this recap episode, Amber shares highlights about the world of independent advisors and the oh-so-elusive work-life balance (spoiler alert: it might not exist!). On Monday, Ryan Morrissey joined M…

Published on 1 year, 1 month ago

Drama, Drama, Drama

Think "work-life balance" is achievable? Jamie Shilanski has news for you—it's time to ditch that myth along with the office drama. Jamie spills the tea on building a financial planning practice that…

Published on 1 year, 1 month ago

Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282]

Episode 282

From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Matthew Jarvis, Ryan opens up about weathering the …

Published on 1 year, 1 month ago

Power Moves: Smart Business Planning and Savvy Hiring

In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top talent.

On Monday, Matt and Micah emphas…

Published on 1 year, 1 month ago

What Are We Paying Employees?

In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore…

Published on 1 year, 1 month ago

A Failure to Plan is a Plan to Fail [Episode 281]

Episode 281

In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're …

Published on 1 year, 1 month ago