Podcast Episodes

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]

Episode 274

In this episode of The Perfect RIA podcast, Matthew Jarvis and Duff Tucker, Account Services Manager for Belay, discuss the often-overlooked world of bookkeeping for small businesses. Their conversat…

Published on 1 year, 3 months ago

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition

In this recap episode, Amber is covering this week's highlights. On Monday, Matt and Micah explored the stark differences between advisors who smash their Big Hairy Audacious Goals (BHAGs) and those …

Published on 1 year, 3 months ago

Fire Them Already!

In this conversation, Jamie Shilanski discusses the role of intuition in decision-making as business owners. She explains the two types of intuition: deductive reasoning and inductive reasoning, maki…

Published on 1 year, 3 months ago

Daydreaming Won't Make You a Successful Financial Advisor [Episode 273]

Episode 273

Matt and Micah are breaking down the difference between actual goals and mere fantasies. Why do some financial advisors hit their big hairy audacious goals (BHAGs) while others just daydream? Spoiler…

Published on 1 year, 3 months ago

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

In this week's recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering transformational growth and delivering exception…

Published on 1 year, 3 months ago

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash—those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how …

Published on 1 year, 3 months ago

Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

Episode 272

In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and…

Published on 1 year, 3 months ago

Your True North and Building a Legacy Practice

In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Garrett, a licensed clinical psychologist, who joine…

Published on 1 year, 4 months ago

Building an Enterprise Office

In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stages every advisor must navigate to achieve long-ter…

Published on 1 year, 4 months ago

True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]

Episode 271

Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychol…

Published on 1 year, 4 months ago