The Perfect RIA

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

Capital Deployment and Growth Strategies With Peter Velardi

In this episode, Matthew and Peter from JPTD discuss the current landscape of financial advisory practices, focusing on the role of private equity, the impact of capital

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

In this episode, Micah and Matt discuss the importance of data tracking in marketing for financial advisors. They emphasize that many advisors are not truly marketing but

Navigating the Insurance Landscape With Charlie Gipple

In this episode of the TPR Podcast, Matthew interviews Charlie Gipple, an expert in the insurance and annuity industry. They discuss Charlie's journey from corporate exec

How Does a Prospect Say Yes? [Episode 357]

In this episode of the TPR Podcast, hosts Matthew and Micah delve into the intricacies of the prospect process, focusing on how to effectively close meetings and discuss

Revolutionizing Financial Planning with Sam Flatten

In this episode, Matt interviews Sam Flatten, a financial planner who has developed a unique approach to financial planning by leveraging technology while maintaining a s

Fees Are Never The Issue [Episode 356]

In this episode, Micah and Matt discuss the critical relationship between fees and the value provided in financial planning. They emphasize the importance of understandin

The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan

In this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights from the Carson