Podcasts · For advisors
The Perfect RIA
As of Oct 6, 2026, The Perfect RIA, hosted by Matthew Jarvis and Micah Shilanski, has published 22 episodes in the last 90 days; the latest is "Standing Out Through Personalized Value With Michael Joyce" on Oct 1, 2026.
Two practicing advisors talk through how they run their own firms, from client meetings and time management to pricing and profitability. Recent episodes cover preparing a practice for sale, tax-loss harvesting and delivering more value to clients. Solo episodes alternate with guest interviews.
- Hosts
- Matthew Jarvis and Micah Shilanski
- For
- Advisors
- Topic
- Practice management
- Latest episode
- Oct 1, 2026
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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Oct 1, 2026
Standing Out Through Personalized Value With Michael Joyce 30 min
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Sep 28, 2026
Stop Playing Office and Start Delivering Value [Episode 366] 25 min
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Sep 24, 2026
Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan 31 min
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Sep 17, 2026
Understanding Life Expectancy and Longevity With Brian Smith 28 min
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Sep 10, 2026
The Importance of Professional Guidance in Selling Practices With Ted Jenkin 29 min
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Sep 7, 2026
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Sep 3, 2026
Navigating the Annuity Landscape With Tracy Lownsberry 33 min
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Aug 27, 2026
Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan 31 min
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Aug 24, 2026
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Aug 20, 2026
Compliance is a strength, not a burden With Darren Whissen 30 min
From the show's feed, read Oct 6, 2026. Titles are the show's own; links open the show's pages.
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