{"type":"podcast","title":"The Perfect RIA","lead":"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.","as_of":"2026-10-06","facts":{"hosts":"Matthew Jarvis and Micah Shilanski","firm":null,"audience":"advisors","topic":"Practice management","summary":"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.","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","episodes_last_90_days":"22","latest_episodes":[{"title":"Standing Out Through Personalized Value With Michael Joyce","published_on":"2026-10-01","url":"https://theperfectria.com/podcast/standing-out-through-personalized-value-with-michael-joyce/"},{"title":"Stop Playing Office and Start Delivering Value [Episode 366]","published_on":"2026-09-28","url":"https://theperfectria.com/podcast/366/"},{"title":"Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan","published_on":"2026-09-24","url":"https://theperfectria.com/podcast/preparing-your-practice-for-a-sale-with-michael-belluomini-and-liam-heffernan/"},{"title":"Understanding Life Expectancy and Longevity With Brian Smith","published_on":"2026-09-17","url":"https://theperfectria.com/podcast/understanding-life-expectancy-and-longevity-with-brian-smith/"},{"title":"The Importance of Professional Guidance in Selling Practices With Ted Jenkin","published_on":"2026-09-10","url":"https://theperfectria.com/podcast/the-importance-of-professional-guidance-in-selling-practices-with-ted-jenkin/"},{"title":"The Truth About Tax Loss Harvesting [Episode 365]","published_on":"2026-09-07","url":"https://theperfectria.com/podcast/365/"},{"title":"Navigating the Annuity Landscape With Tracy Lownsberry","published_on":"2026-09-03","url":"https://theperfectria.com/podcast/navigating-the-annuity-landscape-with-tracy-lownsberry/"},{"title":"Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan","published_on":"2026-08-27","url":"https://theperfectria.com/podcast/understanding-the-dynamics-of-ma-with-michael-belluomini-and-liam-heffernan/"},{"title":"Creating Welcoming Spaces for Clients [Episode 364]","published_on":"2026-08-24","url":"https://theperfectria.com/podcast/364/"},{"title":"Compliance is a strength, not a burden With Darren Whissen","published_on":"2026-08-20","url":"https://theperfectria.com/podcast/compliance-is-a-strength-not-a-burden-with-darren-whissen/"}],"links":{"apple_podcasts":"https://podcasts.apple.com/us/podcast/the-perfect-ria/id1358988073","spotify":null,"rss":"https://rss.libsyn.com/shows/117486/destinations/674705.xml","website":"https://theperfectria.com/podcast/"}},"sources":[{"url":"https://rss.libsyn.com/shows/117486/destinations/674705.xml","label":"The show's RSS feed","checked":"2026-10-06"},{"url":"https://adviserinfo.sec.gov/","label":"SEC Investment Adviser Public Disclosure (IAPD)","checked":"2026-10-05"}],"related":[{"title":"All advisor-hosted podcasts","url":"https://advisoriq.com/podcasts/"},{"title":"Practice management on AdvisorIQ","url":"https://advisoriq.com/topics/practice-management/"},{"title":"Attractive Advisor","url":"https://advisoriq.com/podcasts/attractive-advisor/"},{"title":"Financial Advisor Marketing Playbook","url":"https://advisoriq.com/podcasts/financial-advisor-marketing-playbook/"},{"title":"Financial Advisor's Workshop","url":"https://advisoriq.com/podcasts/financial-advisors-workshop/"},{"title":"For Advisors By Advisors","url":"https://advisoriq.com/podcasts/for-advisors-by-advisors/"},{"title":"FutureProof Advisor Podcast","url":"https://advisoriq.com/podcasts/futureproof-advisor-podcast/"},{"title":"Her Life, Her Practice, Her Way","url":"https://advisoriq.com/podcasts/her-life-her-practice-her-way/"}],"notes":["Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.","Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.","AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.","Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own."],"url":"https://advisoriq.com/podcasts/the-perfect-ria/","citation":"AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/the-perfect-ria/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}