Podcast Episodes

Encore Episode: 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 anymor…

Published on 1 month ago

Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]

Episode 336

In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses, particularly in the R.I.A. sector. They explor…

Published on 1 month ago

Encore Episode: You May Be The Problem

In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to …

Published on 1 month, 1 week ago

Discipline Equals… Money? [Episode 335]

Episode 335

In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They explore how discipline leads to freedom and…

Published on 1 month, 1 week ago

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, …

Published on 1 month, 2 weeks ago

Hiring an Executive Assistant With Karen Stewart [Episode 334]

Episode 334

This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective …

Published on 1 month, 2 weeks ago

Encore Episode: Measure What Really Matters?

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and hou…

Published on 1 month, 3 weeks ago

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

Episode 333

In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trend…

Published on 1 month, 3 weeks ago

Encore Episode: Leveraging Technology With Guest Ben Goss

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Go…

Published on 1 month, 4 weeks ago

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

Episode 332

In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of …

Published on 2 months ago