Podcast Episodes

Relationship Currency: Converting Cash Flow Conversations into Client Loyalty

In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth.

On Monday, Matt and Micah kicked off the week by …

Published on 8 months ago

Value Beyond The Meeting [Episode 305]

Episode 305

In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's t…

Published on 8 months, 1 week ago

The Value-Add Ladder and Exit Strategies of the Ultra-Successful

In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass on value-add services that'll have you …

Published on 8 months, 1 week ago

Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino

In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to unprecedented heights—often doubling previous…

Published on 8 months, 1 week ago

Ranking Value Adds: Easy Wins and Game Changers [Episode 304]

Episode 304

In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking s…

Published on 8 months, 2 weeks ago

Navigating Compliance and Cash Flow: The S-Corp Edition

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for financial advisors. Catherine challenged…

Published on 8 months, 2 weeks ago

The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]

Episode 303

In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts thro…

Published on 8 months, 3 weeks ago

The Art of Firing Clients

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Micah about one of the most challenging aspects of running a financial advisory practice: knowing when—and how—to fire…

Published on 8 months, 3 weeks ago

Why Or When To Fire A Client [Episode 302]

Episode 302

In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They challenge the very notion that advisors can simply "fire" …

Published on 8 months, 4 weeks ago

The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle

In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a reality check every advisor needs—your b…

Published on 9 months ago