The Perfect RIA

Understanding Client Profitability With Max Holvik

In this episode, Matthew Jarvis welcomes Max Holvik of The Advisor's CFO to explore how financial advisors can better understand and manage the business behind their prac

Standing Out Through Personalized Value With Michael Joyce

In this episode, Matthew Jarvis welcomes Michael Joyce from Calamos Investments to discuss how advisors can stand out by delivering practical, personalized value. Michael

Stop Playing Office and Start Delivering Value [Episode 366]

Summary In this episode, Matthew Jarvis and Micah Shilanski challenge the belief that delivering more value to clients requires spending more time in the office. They exp

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

In this episode, Matthew welcomes back Michael Belluomini and Liam Heffernan from Carson to discuss what it takes to prepare for a practice sale or partnership. They expl

Understanding Life Expectancy and Longevity With Brian Smith

In this episode of the TPR podcast, Matthew Jarvis and Brian Smith discuss critical aspects of financial planning, focusing on life expectancy, longevity, and the importa

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

In this episode, Matthew welcomes back Ted Jenkin to discuss the current landscape of financial advisory deals, the importance of professional guidance in selling practic

The Truth About Tax Loss Harvesting [Episode 365]

In this episode, the hosts delve into the controversial topic of tax loss harvesting in financial advisory. They discuss the implications of this strategy, the importance

Navigating the Annuity Landscape With Tracy Lownsberry

In this episode, Tracy Lownsberry discusses the complexities of annuities, emphasizing the importance of transparency from carriers regarding renewal rates. He differenti

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

In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving criteria for succe

Creating Welcoming Spaces for Clients [Episode 364]

In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming environment

Compliance is a strength, not a burden With Darren Whissen

In this episode, Matthew Jarvis interviews Darren Whissen  from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas

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

When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, ga

The Pitfalls of Cooperative Practices With John Poole

In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in business deals.

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

In this episode, hosts Matt and Micah discuss the critical importance of delivering value to clients in financial planning. They explore the concept of value adds, emphas

Onboarding and Turnover Strategies With Becky Casstevens-Bellury

In this episode, Matthew Jarvis and Becky Casstevens-Bellury, a seasoned senior client success consultant at Belay, share expert insights on optimizing VA relationships,

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

In this episode, hosts Matthew Jarvis and Micah Shilanski delve into the complexities of productivity, particularly focusing on email management and setting client expect

The Impact of Health on Career Decisions With Shelby Nicholl

In this episode, Matthew Jarvis and Shelby Nicholl discuss the intricacies of channel evaluation for financial advisors. They explore the importance of timely decision-ma

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

In this episode, Micah and Matt discuss the critical role of setting client expectations in financial advising, particularly in the context of estate planning. They explo

Decoding Financial Advisory Roles With Brad Wooten

In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable compensation

Confidence Comes From Repetitions [Episode 359]

In this episode of the TPR Podcast, Micah and Matt delve into the critical aspects of client onboarding and fee presentation in financial advisory. They discuss the commo