Podcast Episodes

Encore episode - Why Don't I Have More Prospects?!?

Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your…

Published on 6 months ago

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

Episode 314

In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and acquisitions (M&A) deals. They discuss the im…

Published on 6 months, 1 week ago

Encore Episode: You Said What In A Client Meeting?!

One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment especially when it comes to meetings with cl…

Published on 6 months, 1 week ago

Not Everyone Needs a Niche [Episode 313]

Episode 313

In this episode, Micah and Jarvis discuss the concept of niching in the financial advisory space, exploring its importance, the distinction between advertising and marketing, and the journey of findi…

Published on 6 months, 2 weeks ago

Encore episode - Client Segmentation

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. Howeve…

Published on 6 months, 2 weeks ago

Navigating the New Era of Financial Advisory With Peter Velardi

In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They ex…

Published on 6 months, 2 weeks ago

Work-Life Balance with Guest Dustin Frost [Episode 312]

Episode 312

In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur to running a successful tech company, h…

Published on 6 months, 3 weeks ago

Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate?

What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a Jiu-Jitsu chokehold and discuss how to navigate thi…

Published on 6 months, 3 weeks ago

Lean Learning and Building True Fans with Pat Flynn [Episode 311]

Episode 311

In this episode of TPR Podcast, we're joined by legendary entrepreneur, content creator, and author Pat Flynn. Known for pioneering transparency in online business through his blog Smart Passive Inco…

Published on 6 months, 4 weeks ago

Encore Episode: What Is The Perfect RIA?

In this Encore Episode Matt and Micah talk about how often you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do no…

Published on 7 months ago