The Perfect RIA
Booking Overview
Metrics
Episodes: 940
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 1,000 - 10,000
Gender skew: Male
Listener location: USA
Contact Information
Publicly listed emails
theperfectria@gmail.com
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Host
Matthew Jarvis - Certified financial planner and financial advisory practice-management expert focused on helping advisors improve efficiency, profitability, client service, and business value.
Micah Shilanski - Certified financial planner and financial advisory practice-management expert focused on practical strategies for improving advisor-client relationships, firm operations, and business performance.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Brian Smith - Life Expectancy, Longevity Planning, Guaranteed Income, Insurance Products, And Integrating Insurance With Assets Under Management.
Ted Jenkin - Selling Financial Advisory Practices, Minority Deals, Practice Valuation, Marketing Investment, And Changes In The Advisory Industry.
Tracy Lownsberry - Annuity Structures, Renewal Rates, Income- Versus Performance-driven Products, Suitability, Ethics, Liquidity, And Advisor Education.
Liam Heffernan - RIA M&a Activity, Transaction Evaluation, Earnouts, Equity Investments, Cultural Fit, And Preparing For Life After A Merger Or Acquisition.
Michael Belluomini - RIA M&a Activity, Growth Potential, Earnouts, Equity Investments, Cultural Fit, And Post-transaction Planning.
Recent Topics
Episodes
Understanding Client Profitability With Max Holvik
October 08, 2026
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 practice. Max explains how fractional CFO support helps growing firms connect their financials to future goals, build useful dashboards, and prepare for acquisitions or an eventual exit. They discuss why revenue alone does not reveal client profitability and how tracking service activity and team time can expose hidden costs. The...
Standing Out Through Personalized Value With Michael Joyce
October 01, 2026
In this episode, Matthew Jarvis welcomes Michael Joyce from Calamos Investments to discuss how advisors can stand out by delivering practical, personalized value. Michael shares how he moved beyond product pitches and entertainment to become a resource for advisors, drawing on books, business coaching, and conversations with top producers. He breaks down his book-gifting approach, pairing a handwritten note with a specific page recommendation that connects to the recipient's life or business....
Stop Playing Office and Start Delivering Value [Episode 366]
September 28, 2026
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 explore how fear of rejection keeps advisors busy with planning software and generic advice instead of doing the work that makes a difference. Through surge meetings and personalized value adds, including beneficiary reviews, they explain how repeatable systems help advisors deliver financial planning at scale. The conversation ...
Similar Podcasts
The Elite Financial Advisor Podcast With Sten Morgan · Medium booking difficulty · 1,000 - 10,000 listeners
Publicly listed emails
theperfectria@gmail.com
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