The Perfect RIA

De: Matthew Jarvis CFP® & Micah Shilanski CFP®
  • Resumen

  • 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 seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
    2024 by The Perfect RIA. All rights reserved.
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Episodios
  • Financial Undressing: What Your Practice Valuation is Really Wearing
    Mar 14 2025

    In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world.

    Monday's episode featured Matt and Micah reflecting on insights from their recent mastermind event, where "financial undressing" revealed a fundamental truth: no two practices are alike. They challenged advisors to abandon the "I'm the best" mentality, warning that pride creates a dangerous blind spot. Instead, they advocate seeking out advisors who are achieving superior results and learning from their approaches—while still maintaining a critical eye for those who might be all talk with little substance to back up their claims.

    The week's bonus episode featured Ted Jenkin from JPTD joining Matt to cut through the noise in the M&A space. Ted highlighted a common pitfall: advisors often lack the market context to properly evaluate deals, potentially leaving money on the table. He emphasized that beneath splashy headlines about practice valuations lie complex deal structures that demand specialized knowledge.

    Resources in today's episode:

    - Episode Website
    - You’re Not Taylor Swift [Episode 299]
    - Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

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    8 m
  • Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
    Mar 13 2025

    In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the financial advisory industry. They expose the gap between self-proclaimed M&A "experts" and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a mediocre deal into a goldmine—and why having a professional negotiator in your corner might be the best investment you'll ever make. They tackle the uncomfortable truth that many advisors don't actually know their practice's real revenue numbers (hint: it's probably not what you think).

    Matt and Ted also challenge the common wisdom of waiting until reaching a specific size before selling, warning that this "someday" strategy could leave you with nothing but regrets and missed opportunities and reveal that many financial advisors are missing a crucial opportunity to add value during their clients' business sales—a process that's far more complex and emotionally charged than most realize.

    Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

    Resources in today's episode:

    - Matt Jarvis: LinkedIn | Website
    - Ted Jenkin: LinkedIn | Website
    - Get your practice valuation here

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    29 m
  • You’re Not Taylor Swift [Episode 299]
    Mar 10 2025

    In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterheads need it. The duo dives into the ecosystem of advisory practices (spoiler alert: not all are created equal) and unpacks the sometimes brutal realities of mergers and acquisitions. Whether your practice is a boutique operation or an industry behemoth, Micah and Matthew insist there's always something to learn from your peers—even if that something is "what not to do."

    They warn against the "know-it-all" syndrome that plagues many successful advisors and explain why understanding your practice's true value is essential before you start dreaming about that yacht-worthy exit strategy. Plus, they remind us that clients don't care about your impressive credentials if their experience feels like a trip to the DMV (and we don’t mean Delivering Massive Value).

    You’re Not Taylor Swift [Episode 299]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    - Get your practice valuation here

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    23 m

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The Gilmore girls of finance

While being full of powerful content I love the witty banter that is shared between you guys. Always fun!

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