Best Andi Jarvis Podcasts (2024)

1
82. Kerry Campion on harnessing the power of the customer in marketing 28:54

10h ago28:54

28:54

In this episode, I interview Kerry Campion, a copywriter and content marketer, about the power of the customer in marketing. Kerry shares her experience of conducting customer interviews and how they have helped her create effective marketing copy. As always, if you enjoyed this, and previous episodes, please like, rate, share, and subscribe to the…

1
#72: Using AI to Make Smarter, Greener, and More Efficient Buildings 23:37

10h ago23:37

23:37

Hello Earthlings! In this week’s Tech Spotlight, we feature BrainBox AI, a company at the forefront of using artificial intelligence to revolutionize energy efficiency in commercial real estate, starting with the most energy-intensive systems—HVAC. Our host Lisa Ann is joined by Sam Ramadori, CEO of BrainBox AI, a pioneer in leveraging AI to create…

1
True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271] 35:10

3h ago35:10

35:10

Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychology behind success, offering financial advisors a fresh perspective on achieving sustainable growth. Central to their conversation is the concept of di…

1
The Power of Personal Growth,Value Adds and Freedom in Your Practice 7:10

8h ago7:10

7:10

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron a…

1
Will I Ever Experience Freedom as a Business Owner? 29:41

3h ago29:41

29:41

In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-performing advisors leverage their achievements to revolutionize their practices, focusing on three key areas: cultivating discerning client relations…

1
81 - Mike King on the future of SEO, post Google Algorithm leaks 45:10

3d ago45:10

45:10

In this episode, I interview Mike King about the recent Google leaks and their impact on SEO - and what's changed since the leaks have come out. We discuss the importance of user experience and SEO working together, the need for quality over quantity in link building, and the role of related content in rankings - as well as MUCH more. This isn't on…

1
#71: Turning Climate Science in Public Action with Dr. Aaron Thierry 36:38

1d ago36:38

36:38

Hello Earthlings! Welcome aboard our proverbial spaceship to another Earthlings 2.0 rerun! This August, in the last month of summer, we have experienced Earth Overshoot Day – a time that marks when humanity’s demand for ecological resources and services in a given year surpasses what Earth can regenerate in that same time frame. To address the need…

1
Greg Petroff - Practical Executive Design Leadership 1:10:08

14m ago1:10:08

1:10:08

Greg Petroff discusses the practicalities of executive design leadership, why he believes in ‘make to think’, and the ins-and-outs of working with product and engineering. Highlights include: How much advocacy for design is too much? Why do you prefer project-based teams over product-based teams? How do you align the engineering, product and design…

1
The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] 31:24

3d ago31:24

31:24

In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and …

1
From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies 8:22

2h ago8:22

8:22

In this recap, Amber’s highlighting this week’s focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they emphasized the importance of substance and authenticity in marketing efforts. Learn why committing to a well-thought-out strategy for at least a year c…

1
How to Grow Your Practice 30:12

2h ago30:12

30:12

In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level. Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Fin…

1
HOHW: Innovating Senior Care: A Conversation with Tom Finley of Ascent Living - 08/13/24 40:48

2h ago40:48

40:48

In this episode of Health or High Water, we sit down with Tom Finley, the visionary Founder and Principal of Ascent Living Communities, to discuss the future of senior care and the innovative strategies he’s implementing to enhance the lives of residents. Tom shares his insights and history on the importance of being local supporting business, the …

1
80 - Sukhjinder Singh on thriving as a minority in digital marketing 27:39

7d ago27:39

27:39

In this episode, I interview Sukhjinder Singh about thriving as a minority in digital marketing. Sukhjinder shares his journey in the industry and the changes he has witnessed over the past 15 years. He also discusses the challenges faced by minorities and the progress that has been made in creating a more inclusive and diverse industry....and much…

1
Willem Dafoe and Alec Gillis Chat 33:41

8h ago33:41

33:41

Willem Dafoe and Alec Gillis (Oscar-winning special effects artist and actor) hang out and talk about the behind the scenes world of special effects. They joke around but mostly play it straight.By Jeff Richards

1
#70: The Syzygy of Converting Light into Carbon-Free Chemicals 39:30

4d ago39:30

39:30

Hello Earthlings! In this week’s episode, we dive into a fascinating intersection of science, technology, and the future of carbon-free chemicals and fuels - all through the power of light. Our host, Lisa Ann Pinkerton, is joined by Trevor Best, CEO and co-founder of Syzygy Plasmonics. Trevor explains how Syzygy is revolutionizing the chemical manu…

1
Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269] 24:06

12d ago24:06

24:06

In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects. They emphasize the importance of answering prospects' burning questio…

1
Seamlessly Integrating Estate Planning and Building Client Trust 5:31

18d ago5:31

5:31

In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussio…

1
#69: Cutting Carbon in the Skies Today with Hybrid-Electric Airplanes 28:39

5d ago28:39

28:39

Hello Earthlings! In this week’s Tech Spotlight, we feature a company that says the fastest way to get carbon out of aviation isn't electric or hydrogen, but instead hybrids, similar to how hybrid cars were a precursor to electric cars. Our host Lisa Ann is joined by Kevin Noertker, CEO and co-founder of Ampaire, a leader in developing hybrid elect…

1
The Power of Authority - Why We Follow Experts 18:48

8d ago18:48

18:48

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or bre…

1
79 - Bernard Huang on creating engaging SEO content in the age of AI 45:01

6d ago45:01

45:01

In this episode, I interview Bernard Huang about the importance of creating engaging SEO content. We discuss the rise of AI-generated content and its impact on traditional SEO strategies. We also dive into what the future of search holds. This episode is not to be missed if you're in the SEO industry! As always, if you enjoyed this, and previous ep…

1
HOHW: Building Resilience: Motivation and Character Development in Today's Youth - 08/05/24 30:20

9d ago30:20

30:20

In this insightful episode of "Health or High Water," we delve deep into the concepts of youth motivation and character development. Join us as we explore the lessons from our past, examine what is working and what isn’t with our youth today, and learn how the home environment plays a crucial role in shaping character and fostering motivation. Whet…

1
Ari Zelmanow, PhD - Becoming a More Influential Researcher 1:10:21

8d ago1:10:21

1:10:21

Ari Zelmanow shares insight into his life as a police detective, how he transformed into a PhD and then UX researcher, and how researchers can become strategic partners. Highlights include: What insight did your time as a detective give you into your fellow humans? How do you communicate the value of research to the business? What is the most impac…

1
Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] 25:38

23d ago25:38

25:38

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discus…

1
What Makes a Portfolio Successful and the Rule of Two 8:15

12d ago8:15

8:15

In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors overly focused on investments due to difficulties providing value in other areas? They challenge the traditional mindset, suggesting that true success lies not in beating the market, but in cr…

1
#68: Sustainable Aviation Fuels Are Gaining Altitude with Gene Gebolys 35:43

21d ago35:43

35:43

Hello Earthlings! We’re continuing our summer scheduling with another Earthlings 2.0 rerun! With the Paris 2024 Olympic games currently underway, we thought of revisiting our conversation with Gene Gebolys, founder and CEO of World Energies. As the world gathers for this grand event, the carbon footprint associated with air travel becomes a signifi…

1
Why Advisors Lose Clients 35:08

13d ago35:08

35:08

In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility c…

1
Letterman meets Brian Jarvis 41:56

22d ago41:56

41:56

Beloved David Letterman (Jeff Richards) feels out Brian Jarvis (Ricky Stanicky, Loudermilk) in this transfixed fairy tale of an interview interview.By Jeff Richards

1
78 - Amy Hopper on the power of empathy in leadership 33:11

20d ago33:11

33:11

In this episode, I interview Amy Hopper, a sociologist and CEO of TOA Group, about the wellbeing challenges faced by agencies and software houses. The conversation highlights the importance of communication, collective wellbeing, and implementing processes for better flow of work, as well as viewing wellbeing as an investment rather than a cost. As…

1
All Investment Management is Playing Office [Episode 267] 30:16

16d ago30:16

30:16

Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the f…

1
Dodging IRA Disasters and Fostering Team Synergy 8:29

22d ago8:29

8:29

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on…

1
Employees: Following Up or Nagging? Is There a Difference? 36:57

19d ago36:57

36:57

In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is crucial for advisors looking to focus on high-value tasks and grow their business exponentially. Communication takes center stage as Jamie emphasizes the …

1
77 - Ryan Jones on Understanding SaaS Content Marketing 31:19

21d ago31:19

31:19

In this episode, I interview Ryan Jones, the marketing manager at SEOTesting, about SaaS content marketing. We discuss the definition of SaaS and how marketing for SaaS differs from traditional marketing. Ryan shares his experience of increasing organic clicks by focusing on content, educational blog posts, and building customer relationships. We a…

1
#67: The Path to a Green Cement Future 35:56

21d ago35:56

35:56

Hello Earthlings! In this week’s episode, we dive deep into one of the most carbon-intensive industries on the planet: cement production. Cement is a crucial component of concrete, the second most consumed material on Earth after water, and its production accounts for approximately 8% of global carbon emissions. Our host Lisa Ann is joined by Ryan …

1
Vidya Dinamani - The Rebel's Guide to Making Great Products 1:14:35

23d ago1:14:35

1:14:35

Vidya Dinamani shares important strategies for building belief, healthy product cultures, and positive cross-functional relationships. Highlights include: How have you increased your chances of your initiatives being supported? How do you determine what is needed for a product org to improve? What do you do when a leader is preventing the product o…

1
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] 28:35

23d ago28:35

28:35

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe fo…

1
Understanding Annuities and the Characteristics of Successful Leaders 6:45

26d ago6:45

6:45

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes. Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating h…

1
How to Achieve Success in 2 Steps 40:02

27d ago40:02

40:02

In this episode, Jamie Shilanski reveals two crucial traits of successful financial advisors: optimism and grit. She debunks the myth that success comes from innate talent, instead emphasizing the power of a winning mindset. Jamie explains that true optimism in leadership goes beyond positivity and involves strategic goal-setting and actionable pla…

1
Louie Anderson lives with Jayson Thibault 33:03

1M ago33:03

33:03

No longer living comedy icon Louie Anderson (Baskets, Family Feud) gets interviewed in easiest of ways by comedy stud Jayson Thibault (Gary Busey buttered sausage episode). The two talk about life in heaven, pickleball, all sizes of shrimp and everything in between.By Jeff Richards

1
#66: Rethinking Reforestation with Grant Canary 34:14

1M ago34:14

34:14

Hello Earthlings! We’re continuing our summer scheduling with another Earthlings 2.0 rerun: Mast Reforestation with Grant Canary, the visionary CEO behind Mast Reforestation. As of this week, over 1.6 million hectares of forest around the world has been lost to wildfires– and that’s just in 2024 alone! We need these forests to regrow if we want any…

1
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] 26:35

1M ago26:35

26:35

Matthew Jarvis is joined by guest Tracy Lownsberry, from Up North Retirement and Annuity Giants to explore the critical role of annuities in wealth management. Tracy emphasizes the need for financial advisors to deeply understand annuity products, including their guarantees, contractual obligations, and performance-driven elements. Throughout the d…

1
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room 7:07

1M ago7:07

7:07

In this Friday recap, Amber explores the crucial difference between efficiency and effectiveness for financial advisors. She highlights Matt and Micah's discussion on leveraging proven processes and replicating successful strategies, emphasizing the importance of attention to detail and strict adherence to deadlines. Amber stresses how these practi…

1
Decision Fatigue 28:13

1M ago28:13

28:13

Jamie Shilanski shares her secrets for maintaining a thriving marriage while excelling in a demanding career. She reveals how effective communication strategies can transform both the personal and professional lives of financial advisors. Jamie and her spouse employ humor and playful games to diffuse tension and strengthen their bond, offering list…

1
#65: A Fresh Outlook on Fruit Logistics 29:51

1M ago29:51

29:51

Hello Earthlings! In this week’s episode, we once again dive into the pressing issue of food waste, a problem that results in the loss of nearly 50% of produce before it even reaches our plates. We explore how an innovative solution from RYP Labs, co-founded by Moody Soliman, is using biomimicry to extend the shelf life of fruits and vegetables. Mo…

1
Suj Premachandran - Bringing the Power of UX Design to Children 59:05

2M ago59:05

59:05

Suj Premachandran shares how Digital Influx brings UX to children, how they integrate Eastern educational philosophy, and the challenge of changing archaic education systems. Highlights include: How are you helping children to become creative thinkers and designers? Are some of Digital Influx’s practices too ‘foreign’ for UK educators? How are you …

1
You Are Only Cheating Yourself [Episode 264] 30:18

1M ago30:18

30:18

Matt and Micah are exploring the pivotal role of robust processes in enhancing the effectiveness of financial advisors. They challenge the conventional wisdom that efficiency alone leads to success, advocating instead for a more nuanced approach. The duo delves into the dangers of skipping critical steps, the impact of emotional attachment on decis…

1
Why Authenticity Matters and Family Financial Dynamics 6:44

1M ago6:44

6:44

In this recap episode, Amber first highlights the Matt and Kevin’s Thompson’s discussion on Monday. Matt and Kevin talked about the importance of providing massive value that goes beyond just investment returns. They stressed authenticity, being true to oneself, and promoting your unique value proposition instead of getting lost in the noise of gen…

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Andi Jarvis Podcasts

Podcasts Worth a Listen

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