Best Matthew Jarvis & Micah Shilanski Podcasts (2025)

1
From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296] 31:42

1d ago31:42

31:42

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial advisors' ambitious plans fall short and reveal the key elements that transform good intentions into tangible results. They unpack the four essential pillars…

1
Why Two Advisors Decided to Spill Their Secrets 6:19

4d ago6:19

6:19

In this week's Follow Up Friday, Amber Kuhn highlights the origin story of why Matthew Jarvis and Micah Shilanski started The Perfect RIA. Matt and Micah revealed how the landscape of financial advising was once shrouded in mystery, with successful advisors keeping their strategies close to the chest, and they found themselves navigating through we…

1
Beyond the BS: What Actually Works in Financial Planning [Episode 295 ] 29:00

8d ago29:00

29:00

In this episode of The Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis cut through the noise of conventional industry wisdom. As advisors everywhere dive into their new year planning, these seasoned pros share what actually drives success in financial planning – and it's not what most Instagram gurus would have you believe. They tackl…

1
Estate Planning: From Checkbox to Cornerstone 6:10

11d ago6:10

6:10

In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical importance. On Monday, Micah shared his successful approach of making estate planning the first priority with new clients, emphasizing the value of supporting clients throughout the entire process rath…

1
A Trust Will Solve All My Problems… [Episode 294] 24:43

15d ago24:43

24:43

In this episode, Matthew Jarvis and Micah Shilanski dive deep into the often misunderstood world of estate planning. They reveal how many clients mistakenly consider estate planning a simple checkbox task when it actually requires ongoing attention and care. They share invaluable insights from their years of experience, emphasizing that successful …

1
Beyond the Numbers: The Human Side of Retiring 6:00

20d ago6:00

6:00

In this week's Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of "Retirement Stepping Stones." The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony's approach to retirement planning. This devastating experience le…

1
The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293] 29:00

24d ago29:00

29:00

In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. Sharing the heart-wrenching story of his mother's struggle with mental health after retiring, Tony reveals how this experience transformed his approach to financial advisin…

1
Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline 6:39

27d ago6:39

6:39

In this week’s recap, Amber Kuhn highlights the discussion about turning your January business aspirations into tangible growth. On Monday, Matt and Micah emphasized that successful financial advisory practices need more than just revenue goals – they need sustainable double-digit client growth to maintain and increase practice valuations. The hear…

1
So, How Will You Get All Those New Clients? [Episode 292] 26:32

1M ago26:32

26:32

In this episode, Matt and Micah tackle the age-old question: how can advisors transform their practices from good to extraordinary? They reveal why shooting for double-digit client growth isn't just ambitious – it's necessary for a thriving practice in today's competitive landscape. But it's not all about the numbers (though they're pretty importan…

1
Why Clients Leave (And How to Keep Them) 6:09

1M ago6:09

6:09

In this week’s recap, Amber Kuhn highlights the often-overlooked foundation of successful financial advising: genuine client relationships. While industry expertise matters, Matt and Micah shared Monday that empathy trumps technical knowledge when it comes to client retention. Tracking net client flow in 2024 isn't just about celebrating new additi…

1
What Was Your NET Client Flow In 2024? [Episode 291] 23:27

1M ago23:27

23:27

In the latest episode of The Perfect RIA, Matt and Micah discuss what truly makes or breaks client relationships in financial advising - and surprise, it's not your fancy financial jargon or market predictions. They reveal why empathy is the key to transforming good advisors into trusted lifetime partners for their clients. This is a wake-up call f…

1
Entitlement vs. Intention 5:24

1M ago5:24

5:24

In this week’s recap, Amber Kuhn highlights the significance of setting intentions for the new year. On Monday, Matt and Micah tackled the delicate balance between the new year's ambitions and business entitlement. While January presents a fresh start for financial advisors, they warned against the dangerous mindset of entitlement that can creep in…

1
What You Are Entitled To In 2025 [Episode 290] 22:55

1M ago22:55

22:55

In this episode, Matt and Micah kick off 2025 with an episode that's less about champagne toasts and more about making your financial advisory practice pop like a cork. They dive into the art of intention-setting, reminding listeners that success in the financial world isn't served on a silver platter – it's earned through good old-fashioned elbow …

1
Soft Skills, Hard Truths 6:16

2M ago6:16

6:16

In this week’s recap, Amber Kuhn is highlighting the significance of relationship building in client meetings revealing that financial advising is far more about emotional intelligence than technical prowess. In this week’s episode she shares how Matt and Micah unpacked the critical soft skills that transform client interactions from transactional …

1
Don’t Worry, I Can Skip The Soft Stuff [Episode 289] 28:49

2M ago28:49

28:49

In this episode, Micah and Matt discuss the importance of relationship-building in client meetings. They reveal a counterintuitive truth that many financial advisors miss: your first client meeting isn't about dazzling them with spreadsheets or complex financial jargon. Instead, it's about creating a genuine human connection that transforms potenti…

1
How Comfort Zones and Wishful Thinking Impact Your Growth 7:58

2M ago7:58

7:58

In this week’s recap, Amber Kuhn is highlighting business growth and personal development. On Monday, Matt and Micah shattered the myth of silver bullet solutions, emphasizing that true progress comes from doing the hard, uncomfortable work. The real game-changer isn't a flashy new logo or website but a consistent, meaningful effort that pushes you…

1
Encore Episode: Goals and Productivity 28:07

2M ago28:07

28:07

In this encore episode, Jamie Shilanski dives into how you approach personal and professional growth. Forget wishful thinking – this is about transforming goals from pipe dreams to concrete realities through strategic self-reflection and relentless improvement. Jamie cuts through the noise with her perspective on success, revealing the critical dif…

1
Yes, There is One Silver Bullet [Episode 288] 20:52

2M ago20:52

20:52

In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy of overnight miracles and magical quick fixes. This episode is a no-nonsense dive into the unglamorous—but absolutely essential—reality of building a t…

1
Historical Hindsight and Setting Strategic Goals 6:28

2M ago6:28

6:28

In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Financial History," joined Matt to offer a profound perspective on understanding market dynamics through historical context. Mark emphasizes that true financial wisdom comes from understanding historical …

1
Encore Episode: Goal Setting 33:04

2M ago33:04

33:04

In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success isn't about dreaming—it's about doing. Jamie challenges financial advisors to move beyond vague aspirations and craft meticulously designed roadmaps that bridge the gap between where they are and whe…

1
The Role of History in Financial Advising With Guest Mark Higgins [Episode 287] 29:03

2M ago29:03

29:03

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a treasure trove of knowledge, unpacking how understanding the financial past can be your crystal ball for navigating today's economic maze. From the intricate web of national debt to the future of…

1
Pricing Your Worth and a Guide to Year-End Planning 6:49

2M ago6:49

6:49

In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX to explore the often-overlooked art of billing and fee collection. They revealed that many advisors underestimate their value, leaving money on the table through inconsistent billing practices…

1
Show Me Your EBITDA 30:40

2M ago30:40

30:40

In this episode, Jamie Shilanski delivers a masterclass in strategic business planning that's sure to resonate with financial advisors looking to transform their practices from good to extraordinary. Diving deep into the art and science of year-end business planning, Jamie unpacks the critical components that separate thriving practices from merely…

1
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286] 33:02

2M ago33:02

33:02

In financial advising, leaving money on the table isn't just a rookie mistake—it's a potential career killer. Matthew Jarvis and Lacey Shrum from Smart KX dive deep into the treacherous waters of advisor fee billing, exposing the hidden pitfalls that can sink even the most well-intentioned financial professionals. Imagine this: an advisor ends up b…

1
From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets 6:50

3M ago6:50

6:50

Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom? In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "fi…

1
Year-End Business Planning How To 33:58

3M ago33:58

33:58

In this conversation, Jamie Shilanski pulls back the curtain on the ride of entrepreneurship in the financial advisory world. But it's not all spreadsheets and dollar signs. Jamie gets real about the elephant in the room: imposter syndrome. Her solution? Radical transparency and a healthy dose of authenticity – because even the pros were rookies on…

1
Compliance ‘Adverse’ [Episode 285] 25:30

3M ago25:30

25:30

Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success story – and why independent advisors should be taking notes instead of throwing shade. They challenge the common "David vs. Goliath" mindset that often leads independent advisors to dismiss …

1
Crypto Conversations and Client Selection 6:40

3M ago6:40

6:40

Money talks, but sometimes, clients need help finding the right words, and success lies in knowing when to lean in and when to step back. In this recap episode, Amber shares highlights on crypto-curious clients and building your ideal client base. On Monday, Matt and Micah dove into the crypto-elephant in the room: Bitcoin investing. Rather than im…

1
Encore Episode: Who Are Your Prospects? 39:40

3M ago39:40

39:40

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospecting and how to make sure you’re working with the right people. She’ll also discuss why once you determine who you work best with, you need to share this with your team. Listen in as Jamie shares why if you…

1
Bitcoin [Episode 284] 22:17

3M ago22:17

22:17

Ever wondered why some financial advisors seem to have a sixth sense for their clients' needs? In this episode, Matt and Micah reveal why playing "20 Questions" with your clients isn't just a party game – it's the secret to building a rock-solid investment strategy. Listen in as they share their battle-tested wisdom on guiding clients through the i…

1
Leveling Up Leadership and Letting Go of Limits 7:27

3M ago7:27

7:27

In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to foc…

1
Whose Table Do You Want a Seat At? 49:14

3M ago49:14

49:14

In this conversation, Jamie Shilanski underscores the significance of building meaningful relationships and the role of purpose in life, particularly in the context of professional success and emotional intelligence. Jamie delves into the challenges of balancing work and family life, especially during intense 'surge' periods, and reflects on the ch…

1
Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283] 30:27

3M ago30:27

30:27

In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and efficiency. The discussion explores the unique needs of financial advisors when hiring virtual assistants, offering practical tips for effective delegation and the importance of empowering team me…

1
Building Your Dream RIA and Debunking the Perfect Balance Myth 6:02

3M ago6:02

6:02

In this recap episode, Amber shares highlights about the world of independent advisors and the oh-so-elusive work-life balance (spoiler alert: it might not exist!). On Monday, Ryan Morrissey joined Matt and kicked off our week by sharing his journey from advisor to independent RIA owner, proving that sometimes the scariest leaps lead to the best re…

1
Drama, Drama, Drama 31:49

3M ago31:49

31:49

Think "work-life balance" is achievable? Jamie Shilanski has news for you—it's time to ditch that myth along with the office drama. Jamie spills the tea on building a financial planning practice that actually works, minus the theatrics. She breaks down how surge periods can transform client engagement from a constant juggling act into a well-oiled …

1
Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282] 24:55

3M ago24:55

24:55

From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Matthew Jarvis, Ryan opens up about weathering the 2008 financial storm and making the calculated leap to launch his own RIA. Who says you need a traditional marketing playbook? Ryan reveals how teachin…

1
Power Moves: Smart Business Planning and Savvy Hiring 7:53

3M ago7:53

7:53

In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top talent. On Monday, Matt and Micah emphasized that delivering massive value doesn't happen by chance. They advocated for dedicated business planning sessions that involve four key areas: analy…

1
What Are We Paying Employees? 38:13

3M ago38:13

38:13

In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in u…

1
A Failure to Plan is a Plan to Fail [Episode 281] 28:38

4M ago28:38

28:38

In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're headed, arguing that this clarity is the compass for any successful journey in finance. Matt and Micah also emphasize aligning your professional goals …

1
Bitcoin Battles and Value Add Victories 5:36

4M ago5:36

5:36

In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods. Monday's episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitc…

1
Encore Episode: Managing Value Adds In Surge 24:18

4M ago24:18

24:18

In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The di…

1
The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280] 51:42

4M ago51:42

51:42

Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Together, they unpack the complex and often controversial topic of Bitcoin and its potential impact on financial advisors. The conversation heats up as Matt…

1
Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising 7:37

4M ago7:37

7:37

In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client relationships. Matt and Micah kicked off the week by emphasizing the importance of mastering essential skills to elevate your practice. They stressed the significance of setting clear expectations when …

1
A Tangent with Floyd Shilanski 36:21

4M ago36:21

36:21

In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of the industry, from the growth-focused early stages of an advisor's career to the nuanced expertise of seasoned professionals. They tackle a provocative question: what does it truly mean to be a profes…

1
Learning Opportunity or Time To Go [Episode 279] 28:11

4M ago28:11

28:11

In this conversation, Matt and Micah tackle the crucial yet often underestimated topic of leadership and team management in financial advisory practices and explore the transformative impact of establishing clear expectations and firm boundaries with team members. They make a compelling case for why effective leaders must stand unwavering on key is…

1
The Devil's in the Details: Mastering Professionalism and Digital Discipline 6:33

4M ago6:33

6:33

In this recap episode, Amber shares highlights about professionalism and navigating reality in a digital world. On Monday, Matt and Micah discussed the often-overlooked aspects of professionalism that can make or break an advisor's success. They emphasized that true excellence lies in the details – from punctuality to dress code and that human conn…

1
Is This The Grind? 29:31

4M ago29:31

29:31

Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the illusion of progress and the pitfalls of comparison in our digital age. Jamie exposes the hidden costs of our attachment to electronic devices and the illusion of others cracking the code. She…

1
Yes, It Is Your Dress [Episode 278] 25:37

4M ago25:37

25:37

In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details – a sharp outfit, punctual arrival – can significantly shape client perceptions and build lasting trust. They explore how these seemingly small touches can have a profound impact on client relationships, potentially maki…

1
Avoiding Common Advisor Pitfalls and Embracing Sales Excellence 7:00

4M ago7:00

7:00

In this recap episode, Amber shares highlights about the common mistakes financial advisors make, the importance of sales in their roles, and effective communication strategies. Monday's episode featured Matt Delzingaro, host of Coffee with Delzi and a wholesaler with Brighthouse Financial, who shed light on common mistakes advisors make in their p…

1
The Art of Selling- Mastering Communication for Sales Success for People in Finance 27:19

4M ago27:19

27:19

In this conversation, Jamie Shilanski uncovers the universal truth that everyone, regardless of their profession, is constantly engaged in sales and negotiation. Through personal anecdotes and real-world examples, Jamie reveals the power of authenticity in building trust and forging lasting connections with clients. Learn how to harness active list…

Podcasts Worth a Listen

Matthew Jarvis & Micah Shilanski Podcasts

Podcasts Worth a Listen

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