# 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.

As of: 2026-10-06
Address: https://advisoriq.com/podcasts/the-perfect-ria/

## Facts

- hosts: Matthew Jarvis and Micah Shilanski
- firm: not stated
- 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: not stated, rss: https://rss.libsyn.com/shows/117486/destinations/674705.xml, website: https://theperfectria.com/podcast/

## 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.

## Sources

- The show's RSS feed, checked 2026-10-06: https://rss.libsyn.com/shows/117486/destinations/674705.xml
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-05: https://adviserinfo.sec.gov/

## Related

- [All advisor-hosted podcasts](https://advisoriq.com/podcasts/)
- [Practice management on AdvisorIQ](https://advisoriq.com/topics/practice-management/)
- [Attractive Advisor](https://advisoriq.com/podcasts/attractive-advisor/)
- [Financial Advisor Marketing Playbook](https://advisoriq.com/podcasts/financial-advisor-marketing-playbook/)
- [Financial Advisor's Workshop](https://advisoriq.com/podcasts/financial-advisors-workshop/)
- [For Advisors By Advisors](https://advisoriq.com/podcasts/for-advisors-by-advisors/)
- [FutureProof Advisor Podcast](https://advisoriq.com/podcasts/futureproof-advisor-podcast/)
- [Her Life, Her Practice, Her Way](https://advisoriq.com/podcasts/her-life-her-practice-her-way/)

## Cite as

AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/the-perfect-ria/

License: https://advisoriq.com/license/