Podcast Episodes

The Philosophy of Financial Planning with Peter Tiboris [Episode 319]

Episode 319

In this episode Matthew Jarvis interviews Peter Tiboris, a successful financial advisor who has scaled his practice to over $3.2 billion in assets under management. They discuss Peter's journey from …

Published on 5 months ago

Encore Episode: Why Advisors Lose Clients

In this encore episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote ab…

Published on 5 months ago

How to Get More Clients This Summer [Episode 318]

Episode 318

In this episode, Micah and Jarvis discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and systems in financial advising. They emphasize und…

Published on 5 months, 1 week ago

Encore Episode: What Are Prospects ACTUALLY Saying

In this encore episode Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves …

Published on 5 months, 1 week ago

The M&A Playbook for Financial Advisors with Ted Jenkin

In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore s…

Published on 5 months, 1 week ago

Prospecting That Works [Episode 317]

Episode 317

In this episode, Micah Shilanski and Matthew Jarvis discuss the challenges faced by financial advisors in prospecting and growing their practices. They emphasize the importance of understanding growt…

Published on 5 months, 2 weeks ago

Encore Episode: How Are You Accountable When You Make a Client Mistake?

In this encore episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of havin…

Published on 5 months, 2 weeks ago

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Episode 316

In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with cli…

Published on 5 months, 3 weeks ago

Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

In this encore episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark differen…

Published on 5 months, 3 weeks ago

From Business to Freedom With Jerome Myers [Episode 315]

Episode 315

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Jerome Myers delve into the complexities of business exits, exploring the psychological aspects of attachment styles and their impact on…

Published on 5 months, 4 weeks ago