Podcast Episodes

Encore Episode: So Is This What You Do In YOUR Practice?

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the r…

Published on 2 months ago

The Importance of Risk Management in Financial Planning With Justin Smith

In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with…

Published on 2 months ago

Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]

Episode 331

In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve pers…

Published on 2 months, 1 week ago

Encore Episode: Client Relationships And Connections With Guest David Gow

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across…

Published on 2 months, 1 week ago

The Shift from Cash Flow to Wealth with John Poole

In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of t…

Published on 2 months, 1 week ago

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

Episode 330

In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore…

Published on 2 months, 2 weeks ago

Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugher…

Published on 2 months, 2 weeks ago

Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]

Episode 329

In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiat…

Published on 2 months, 3 weeks ago

Encore Episode: 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 2 months, 3 weeks ago

Mastering Fees in Financial Advisory [Episode328]

Episode 328

In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear…

Published on 3 months ago