Best Matthew Jarvis Podcasts (2024)

1
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes 7:47

2h ago7:47

7:47

In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set the stage for a rewarding advisory relationship. On Monday's episode, Matt and Claire Myers Vitale dove into compensation and team-building strategies tailored for financial advisors. They emphasized…

1
#264 Mark Gilligan Founder at Wizso - Revolutionizing Water Conservation 58:11

3h ago58:11

58:11

In this episode, Michael interviews Mark, a civil engineer and former managing director in the environmental consultancy sector who introduces Wizso, an innovative solution aimed at transforming the way water is used in toilet facilities. Mark narrates his unexpected journey from McDonald's water-saving initiatives to developing Wizso—an environmen…

1
Encore Episode: Client Onboarding - Creating A Solid Foundation 34:40

5h ago34:40

34:40

In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver massive value during the critical client onboarding phase. She shared her firm's dynamic approach to crafting unforgettable first impressions that lay the foundation for long-lasting, trust-b…

1
Taxes, marketing and compliance" with Marie Swift and Jonny Swift 31:26

2h ago31:26

31:26

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI …

1
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257] 30:33

2h ago30:33

30:33

In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing team. They dive into the art of hiring and share invaluable strategies to attract top talent and create a powerhouse advisory firm. Hiring the right people is a game-changer, but it's easier sai…

1
Enhancing Client Communication and Interactions 6:52

37m ago6:52

6:52

In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advisors. The episode dives into client communication strategies. Micah's script for explaining the path to success underscores the significance of credibility and leveraging client references to build tru…

1
#263 Holly Hallam Co-Owner of DESIGNLSM - The Art and Strategy of Hospitality Design 1:08:48

2h ago1:08:48

1:08:48

This episode delves into the intricate process of creating standout hospitality concepts in a competitive market, emphasizing the importance of human connection in the digital age. The guest, Holly Hallam, Managing Director of Design LSM, shares her unique journey from TV and marketing to redefining the hospitality design experience. Through strate…

1
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters 29:49

3h ago29:49

29:49

In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of building from the ground up and encourages advisors to immerse themselves in the client's journey to truly understand their needs and perspectives. Exploring parallels with other industries like constructi…

1
Where We Come From: Rap, Home & Hope in Modern Britain - Aniefiok Ekpoudom, in conversation with Caleb Azumah Nelson 1:13:42

26m ago1:13:42

1:13:42

In this episode we are listening to South London writer and storyteller Aniefiok Ekpoudom and bestselling writer, photographer and filmmaker Caleb Azumah Nelson, as they discuss ⁠the music and modern social history detailed in Neef's outstanding book; Where We Come From: Rap, Home & Hope in Modern Britain, published by Faber in 2024. Libreria wishe…

1
Bad Ways to Answer Clients [Episode 256] 28:51

1h ago28:51

28:51

In this episode of The Perfect RIA, Micah and Matt dive deep into the art of effective client communication for financial advisors. They stress the critical role of intentional communication in delivering tangible value to clients and helping them reach their financial aspirations. Handling tough questions is a key topic, where they underscore the …

1
Collaboration over competition with Eric Brotman 28:48

5h ago28:48

28:48

Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to…

1
Crafting Your Investments and Marketing Communication 7:16

4d ago7:16

7:16

Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of prioritizing client goals over investments and delegating investment decisions. Streamline your investment review process and communicate effectively with clients. Learn how intentional and focused marketing…

1
#262 Joshua Jarvis Co-Founder & CEO at Big Appetite Co - Transforming Business and Life with AI 1:14:29

3h ago1:14:29

1:14:29

In this episode, Josh shares his journey from fashion to founding Wingshack and later Big Appetite, focusing on how AI has been instrumental in driving business innovation, optimizing operations, and improving customer relationships. Additionally, Josh advocates for the positive impact of AI on life, promoting travel, new experiences, and the embra…

1
When Marketing Works 31:01

4h ago31:01

31:01

Join Jamie in this episode of The Perfect RIA, where she dives deep into the dynamic world of marketing for financial advisors. Discover why keeping the momentum in marketing and content creation is crucial for business planning success. Learn how setting clear objectives and active listening can amplify your marketing efforts. Gain insights into u…

1
Nikki Giovanni – a reading of three poems, at Libreria 9:27

32m ago9:27

9:27

In this episode we are listening to renowned poet, activist and icon Nikki Giovanni, who visited Libreria for an intimate night of readings and discussion with a small audience. In this first of two episodes, we are listening to the live readings of: Ego Tripping (from Re: Creation, 1970), Still Life with Apron (from Chasing Utopia, 2013) & Vegetab…

1
Nikki Giovanni – intimate readings and conversation, at Libreria 43:51

14d ago43:51

43:51

In this episode we are listening to renowned poet, activist and icon Nikki Giovanni, who visited Libreria for an intimate night of readings and discussion with a small audience. In this second of two episodes, we are listening to Nikki share her thoughts and feelings about the world, her fascination with space travel, a love of jazz, food and Black…

1
Tax planning and surge meetings with Micah Shilanski 28:45

3h ago28:45

28:45

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take acti…

1
How Investments Work With Your Clients [Episode 255] 29:03

4d ago29:03

29:03

Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive planning for financial advisors. Step away from the typical investment-centered mindset and learn why prioritizing cash flow, risk management, taxes, and income should take the lead. Discover how effectiv…

1
Strategic Client Onboarding and Enhancing Tax-Related Value 7:39

3d ago7:39

7:39

In this Follow-Up Friday episode, Amber is recapping this week’s highlights and action items, focusing on optimizing client meetings, communication, and value-driven planning. Matt and Michael stressed the significance of a structured client onboarding process, detailing its pivotal role in ensuring success for both advisors and clients while also …

1
Three C’s of Conversation 18:36

4d ago18:36

18:36

Do you have a partner who avoids hard topics? This episode is for you. Get on my calendar for a consult call, here- https://rhondafarr.as.me/

1
#261 Feri Naseh Founder & CEO at MeTime Healing on Making Mental Health Support Affordable 1:01:22

19d ago1:01:22

1:01:22

In this episode, you will hear from Feri Naseh, the founder and CEO of MeTime Healing, an innovative platform addressing mental health concerns. MeTime Healing aims to make emotional and behavioral guidance accessible and affordable. Our discussion covers the platform’s genesis, its mission to provide healing without borders, and how it connects us…

1
Creating Value Adds from the Tax Return 30:25

4d ago30:25

30:25

In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advocating for the strategic utilization of surge periods, she emphasizes the importance of dedicated time blocks for meeting clients and ensuring their needs are met comprehensively, alongside prioritizing…

1
The Future of Trust - Ros Taylor and Lloyd Sowerbutts, in conversation 34:52

22d ago34:52

34:52

In this episode we are listening to Ros Taylor discuss her book The Future of Trust, recently published by Melville House, as part of their FUTURES series. We touch on the ideas of interpersonal and institutional trust, when events and public figures continue to undermine and erode them, but it’s not a doom-laden chat! Libreria wishes to thank Ros …

1
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254] 22:07

26d ago22:07

22:07

In this Masterclass sneak peek episode, Matt and Micah unveil their masterful approach to client onboarding, offering a glimpse into their proven strategies. They underscore the significance of structured processes and transparent communication in fostering client trust and satisfaction. Micah delineates his method, which involves distinct meetings…

1
Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn 27:48

7d ago27:48

27:48

Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …

1
How Relationships Fuel Growth and The Role of Accountability 7:22

10d ago7:22

7:22

In this recap episode, Amber shares the discussion between Matt and Kelly Clements on the correlation between a healthy marriage and a thriving business, the concept of the ambition gap, and how entrepreneurs can integrate their spouse into their business. She’s also recapping Jamie’s episode on the importance of radical candor and accountability i…

1
#260 Reena Miglani and Chef Ajay Walia from Silicon Valley to Opening Saffron Indian Bistro 1:12:26

11d ago1:12:26

1:12:26

In this episode, Michael is joined by guests Chef Ajay Walia and his wife Reena Miglani to learn about their entrepreneurial journey from Silicon Valley to opening Saffron Indian Bistro, serving northern and southern Indian cuisine. The conversation highlights the importance of creating a heart-centered and profitable business, the power of human c…

1
How Are You Accountable When You Make a Client Mistake? 27:34

18d ago27:34

27:34

In this episode, Jamie discusses the importance of surge in her financial advisory practice and how it helps them deliver deep-focus work. The conversation then shifts to the benefits of having a hybrid office, the value of hiring military wives and dependents, and the positive impact they have on their team. Jamie then shares the importance of acc…

1
“The Retirement Planning Guidebook” with Dr. Wade Pfau 26:07

25d ago26:07

26:07

In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and…

1
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253] 22:28

25d ago22:28

22:28

In this episode, Matthew is joined by author and coach, Kelly Clements about the challenges faced by entrepreneurs in maintaining a healthy work-life balance and nurturing their relationships. Kelly shares her personal experiences as an entrepreneur and partner, highlighting the importance of play and shared activities in strengthening relationship…

1
Upgrade Opportunities and Lessons in Criticism 8:43

25d ago8:43

8:43

In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The conversation then shifts to the value that advisors provide and…

1
#259 Cristian Grossmann, Co-Founder & CEO at BeeKeeper on Creating a Frontline Success System 53:32

18d ago53:32

53:32

Cristian Grossmann,, Co-Founder & CEO at BeeKeeper, joins Michael in this week's episode. Christian shares insights on the journey of creating Beekeeper, a platform designed to transform communication and engagement with frontline hospitality teams. The discussion covers the challenges faced by frontline workers, including the lack of digital tools…

1
How To Take A Hit 35:27

19d ago35:27

35:27

In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that comes with success. She shares personal experiences w…

1
Upgrade, Graduate, or Just Keep Playing Office [Episode 252] 27:40

22d ago27:40

27:40

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run through the challenges of segmenting clients and the potential pitfalls of doing so. Listen in as t…

1
Yes, we're brothers with Matthew Jarvis 29:02

25d ago29:02

29:02

Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share …

1
687 - Live From Japan 31:02

23d ago31:02

31:02

Levins and Angus coming to you live from Japan. Hear the rest of our Japan adventures over at patreon.com/heyfam Hosted on Acast. See acast.com/privacy for more information.

1
Communicating Through Uncertainty and Filtering Advice 7:07

25d ago7:07

7:07

In this episode, Amber recaps this week’s highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. There’s a balance between providing certainty and acknowledging the market's uncertainty. Amber also re…

1
#258 Matthew Cameron Founder of TMC Consulting on Enhancing Work Environments 56:24

25d ago56:24

56:24

Today we're joined by Matthew Cameron, a consultant dedicated to improving employee retention, performance, and well-being in hospitality businesses. They explore Matthew's transformative journey from a challenging hospitality career, marked by a personal crisis, to his current mission of enhancing the work environment for others. Matthew shares th…

1
You Can’t Say That! 26:23

1M ago26:23

26:23

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the story of how The Perfect RIA podcast started and why you need to find others who have the same growth mi…

1
“Healthy” side of taxes with Christine Simone 30:41

28d ago30:41

30:41

In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health…

1
Economic Commentary 25:34

1M ago25:34

25:34

In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discussions within your practice. They advocate for assessing whether your current strategies truly deliver substantial value to your clients and that trying to predict the markets is akin to predicting th…

1
Standout Prospect Meetings and Documentation for the Win 9:19

1M ago9:19

9:19

In this week's recap episode of The Perfect RIA, Amber Kuhn shares the crucial aspect of delivering massive value in prospect meetings and the importance of shifting the focus from the Advisor to the prospect's goals and concerns. Amber emphasizes the need to truly listen to prospects, understanding their unique situations, and tailoring solutions …

1
#257 Dan Simons Co-Owner at Farmers Restaurant Group on Mental Health Resources & Support 1:00:53

1M ago1:00:53

1:00:53

Dan Simons, the co-founder and CEO of Farmers Restaurant Group, known for its unique business model and dedication to sustainability, joins Michael again on the podcast. Nearly two years since their last discussion, they delve into how the business has evolved. Instead, the conversation highlights Dan's commitment to improving mental health in the …

1
Not Documented, Not Done 36:57

1M ago36:57

36:57

In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shilanski Associates, Jamie showcases the transformative power of comprehensive CRM systems like Infinity and outlines the SOAP method for effective note-taking. By implementing effective documentation p…

1
The Challenger with Mariah Wickham, A Look at Enneagram 8 55:17

2M ago55:17

55:17

Some personality types seems to cross my schedule more than others. Enneagram 8's and 3's make up more than have of my client roster. Today we're back with Mariah Wickham to talk about the "challenger" personality type that I work with often. Follow Mariah on Instagram here https://www.instagram.com/mariah.wickham/Schedule a call with me here https…

1
Throwback: Show Me The Beef! [Episode 250] 34:07

1M ago34:07

34:07

As an advisor, you get the opportunity to transform someone’s life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings. Listen in as the guys discuss some of the common issues th…

1
The Inheritance Playbook with Chad Holmes 24:14

1M ago24:14

24:14

In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inev…

1
685 - Cosmo Jarvis 1:10:39

2M ago1:10:39

1:10:39

Our first guy of the year stakes his claim on 2024, Angus went to the premiere of Challengers and Levins finally finished his quest to watch every Ghibli movie. Catch up with Vin Diesel in this week's Pay Fam: patreon.com/heyfam Hosted on Acast. See acast.com/privacy for more information.

1
Relationship Building and Preventing Failures with Surge 7:51

2M ago7:51

7:51

In this episode, Amber discusses the key takeaways from a recent podcast episode with a special guest, David Gow. David and Matt explored the role of a financial advisor and the importance of building trust with clients. David emphasizes the power of asking the right questions and understanding each client's unique needs. Amber also shares insights…

1
#256 Tai Ricci Partner at Hi Neighbor Hospitality Group on Building Culture & Empowering Employees 1:03:25

1M ago1:03:25

1:03:25

Tai Ricci, partner at Hi Neighbor Hospitality Group, joins us for this episode. Tai explores a range of topics critical for success in the hospitality business, focusing on innovation, culture, leadership, and the impact on communities. She shares her journey from her creative background into the world of hospitality, highlighting how personal expe…

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