Podcast Episodes

The Power of Personal Growth,Value Adds and Freedom in Your Practice

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing …

Published on 1 year, 4 months ago

Will I Ever Experience Freedom as a Business Owner?

In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top…

Published on 1 year, 4 months ago

The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]

Episode 270

In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful stra…

Published on 1 year, 4 months ago

From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies

In this recap, Amber's highlighting this week's focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they …

Published on 1 year, 4 months ago

How to Grow Your Practice

In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level.

Jamie empha…

Published on 1 year, 4 months ago

Not Bringing on New Clients? It's Because You're Playing Office [Episode 269]

Episode 269

In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all a…

Published on 1 year, 4 months ago

Seamlessly Integrating Estate Planning and Building Client Trust

In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planni…

Published on 1 year, 4 months ago

The Power of Authority - Why We Follow Experts

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every…

Published on 1 year, 4 months ago

Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

Episode 268

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning.  Matt and…

Published on 1 year, 4 months ago

What Makes a Portfolio Successful and the Rule of Two

In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors overly focused on investments due to diff…

Published on 1 year, 4 months ago