The Perfect RIA · Chai Podcast

Loading podcast…

The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seas...

Episodes · 25

What to Say When Clients Ask About Fees [Episode 368]

Oct 19, 2026 · 26m

The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino

Oct 15, 2026 · 27m

Exactly What to Say in Client Meetings [Episode 367]

Oct 12, 2026 · 28m

Understanding Client Profitability With Max Holvik

Oct 8, 2026 · 27m

Standing Out Through Personalized Value With Michael Joyce

Oct 1, 2026 · 30m

Stop Playing Office and Start Delivering Value [Episode 366]

Sep 28, 2026 · 25m

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

Sep 24, 2026 · 31m

Understanding Life Expectancy and Longevity With Brian Smith

Sep 17, 2026 · 27m

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

Sep 10, 2026 · 29m

The Truth About Tax Loss Harvesting [Episode 365]

Sep 7, 2026 · 24m

Navigating the Annuity Landscape With Tracy Lownsberry

Sep 3, 2026 · 33m

Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan

Aug 27, 2026 · 30m

Creating Welcoming Spaces for Clients [Episode 364]

Aug 24, 2026 · 29m

Compliance is a strength, not a burden With Darren Whissen

Aug 20, 2026 · 29m

Things Will Go Wrong: Now What? [Episode 363]

Aug 17, 2026 · 31m

The Pitfalls of Cooperative Practices With John Poole

Aug 13, 2026 · 25m

You're Choosing Not To Deliver Value [Episode 362]

Aug 10, 2026 · 28m

Onboarding and Turnover Strategies With Becky Casstevens-Bellury

Aug 6, 2026 · 27m

Email Management: A Double-Edged Sword [Episode 361]

Aug 3, 2026 · 29m

The Impact of Health on Career Decisions With Shelby Nicholl

Jul 30, 2026 · 28m

Don't Worry, The Estate Planning is Done [Episode 360]

Jul 27, 2026 · 25m

Decoding Financial Advisory Roles With Brad Wooten

Jul 23, 2026 · 33m

Confidence Comes From Repetitions [Episode 359]

Jul 20, 2026 · 26m

Capital Deployment and Growth Strategies With Peter Velardi

Jul 16, 2026 · 32m

You're Not Marketing, You're Guessing [Episode 358]

Jul 13, 2026 · 30m