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The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
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Libreria, a bookshop by Second Home, is an independent bookshop in Shoreditch, London. We help you discover new books and ideas to encourage interdisciplinary thinking. In the shop, we curate our books to maximise serendipity – our shelves are arranged according to broad themes like 'Wanderlust', ‘Enchantment for Disenchanted’ and ‘The City’, so you’re constantly encountering titles you might not have come across otherwise. In this podcast, Libreria does the same for your ears – interviewing ...
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Rhonda is a woman in a man's world. She was born into a house of all boys, has only sons and coaches high-performing men who have everything they thought they wanted, but they're still not happy. The Intimacy Podcast for Guys helps successful men find emotional and physical connection in the romantic relationships that matter most. Listen in as I share behind the scenes of million dollar men who are unknowingly sabotaging the intimacy they crave most. Rhonda will show you how the same skills ...
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Welcome to "The Outside Gate," where the spirit of adventure meets the thrill of motocross and supercross, all under the Aussie sun! Join your host, the one and only Aussie Steve, as he takes you on a wild journey through the adrenaline-pumping world of two-wheeled action, sprinkled with a dash of Australian life and the antics of his feathered friend, The Colonel.
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Matt and Mack have never seen a movie, and now they’re going to rewrite all your favourite classic films based only on the poster! Hosted on Acast. See acast.com/privacy for more information.
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The DREAM THINK DO podcast gets YOU the stories, science and strategies you need to DREAM bigger, THINK better and DO more of what you were put on the planet to do! With guests like Brendon Burchard, Lewis Howes, Sara Haines, Michael Hyatt and Paula Faris, as well as deep dives from D.T.D.’s creator Mitch Matthews, you’ll be inspired and equipped to take your work and your life to new levels. Please subscribe below and leave a rating and review!
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Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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The Morning Skate

The Crest Productions

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The Morning Skate is a podcast where hockey fans and players can go to get the most recent NHL news while reminding them what it’s like to be hanging out with the boys or girls. Ked and Hal keep you up to date in the NHL and answer any questions you might have. Be sure to send in topics or questions to our social media accounts or call in at (518) 309-2595 to leave us a voicemail that might be featured on the pod!
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show series
 
You’ve likely spent your entire lifetime saving for retirement. How do you make sure the money lasts as long as you do? How do you make sure you enjoy your retirement? It’s a balancing act for which there may be a solution. Matthew Jarvis is a Financial Advisor who runs Jarvis Financial, located in Seattle, WA. He’s also the host of the podcast “Th…
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In this recap episode, Amber shares highlights on an advisor’s unique skills and the importance of rules. Monday's episode featured Andree Mohr, the new president of Integrated, who shared her expertise on building successful partnerships between advisors and CPA firms. Andree offered practical advice on understanding CPAs, adding value, and being …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Today, we'll delve into the extraordinary story of Bernard Arnault, the visionary leader who transformed the luxury goods industry. We'll explore how a young man from Roubaix, France, rose to become the chairman and CEO of LVMH, the world's largest luxury goods company. W…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory ➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ About The Guest Chase Jarvis is a renowned photographer, entrepreneur, and author known for his innovative approach to creativity and visual storytelling. As the co-founder an…
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Your Nightly Prayer 🙏🏾 Psalm 33:12 If I were hungry I would not tell thee For the world is mine and the fullness therof. Psalm 50:12 DEVOTION Based on Psalm 50 When someone gives us a gift, it’s only natural to express gratitude for their kindness and thoughtfulness. So as each day draws to a close, we have the opportunity to slow down, look around…
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Chase Jarvis is back! Chase is an award-winning artist, a serial entrepreneur, and best-selling author! He’s also one of the most influential photographers of the past decade. Chase’s work has been featured in fine art shows across the USA, Europe and the Middle East… and he’s created campaigns for brands like Apple, Nike, and Red Bull. In episode …
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In this episode, Jamie Shilanski dives into the heart of organizational success: team dynamics. With her trademark insight, Jamie reveals how the backbone of any thriving business isn't just about strategy or market position—it's about the people who bring those plans to life. She emphasizes that leadership isn't about making grand gestures but abo…
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Your Nightly Prayer 🙏🏾 Psalm 32:8 Man that is in honor and understands not is like the beasts that perish. Psalm 49:20 DEVOTION Based on Psalm 49 The Bible reminds us that riches on earth are temporary, but the riches we store in heaven are eternal (see Matthew 6:19-21). But what does this mean? As you prepare for your quiet time with God, look aro…
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Your Daily Prayer 🙏🏾 Psalm 31:14 We have thought of thy loving kindness, O God, In the midst of thy temple. Psalm 48:9 DEVOTION Based on Psalm 48 The whole earth is His, and it blesses Him! As you transition from the day into the evening, may you gain inspiration from the way the earth turns to God in worship, love, and praise. Clear your mind and …
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It can be overwhelming to think about what you can do to minimize your tax burden. That’s why, in last week’s episode, we covered 7 year-end tax moves for retirees. This week, we’ll tackle what those nearing retirement need to dive into at the end of every calendar year. We all need to be mindful of how our decisions impact our tax burden and this …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, we delve into the world of personal branding. Jay Jay, a renowned personal branding expert, discusses the importance of building a strong personal brand for entrepreneurs. He emphasizes that personal branding can differentiate individuals from c…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Robert Barber, author of CEO for Life, shares his insights on achieving success in both personal and professional life. He emphasizes the importance of time management and effective prioritization, drawing on his own experiences in sales and ent…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory ➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ About The Guest Brian L. Strom is a renowned American epidemiologist and academic leader, currently serving as the Chancellor of Rutgers Biomedical and Health Sciences and Exe…
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Your Daily Prayer 🙏🏾 John 9:25 Spiritual vision brings clarity that the eyes cannot provide. Today’s daily devotional focuses on Jesus healing a man born blind. The disciples assumed the man's blindness was due to sin, but Jesus clarified it was for God's glory. After being healed, the man bravely testified before the Pharisees, revealing their spi…
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In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep c…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, we explore the importance of personalized leadership with Matthew Confer, VP of Strategy at Abilitie. Discover how to effectively assess and adapt your leadership style to meet individual needs, highlighting the flaws of a one-size-fits-all appr…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, we dive deep into the modern art of cerebral selling with David Priemer, CEO of Cerebral Selling. Discover the key components: messaging, discovery, objection handling, negotiation, and leadership. Learn how empathy, science-based tactics, and m…
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Your Daily Prayer 🙏🏾 John 8:7 Love is strongest when it forgives. Today’s daily devotional highlights Jesus defending a woman caught in adultery. The Pharisees tried to trap Jesus, but He responded by asking those without sin to cast the first stone. They left, and Jesus forgave the woman, showing His mercy and grace. STORY Bible in a Year: You Wit…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory ➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ About The Guest Gretchen Rubin is a bestselling author, speaker, and thought leader in the areas of happiness, habits, and human nature. Her most notable works include The Hap…
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In this recap episode, Amber is sharing the highlights from conversations on annuities and hiring (and firing). On Monday, Matt and Brian dove into the world of annuities, challenging advisors to broaden their financial planning toolkit. They stressed the importance of educating yourself on these products and creating client-facing materials that t…
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Your Daily Prayer 🙏🏾 John 6:35 Faith is the bread that feeds our spiritual hunger. Today’s daily devotional focuses on Jesus as the Bread of Life. While the crowd sought more miracles, Jesus emphasized spiritual nourishment, causing many to leave due to the difficulty of His teachings. The disciples, however, stayed, knowing He had the words of ete…
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In this episode of The Perfect RIA podcast, Jamie Shilanski dishes out some hard-earned wisdom from Shilanski and Associates about empowering team members and making smart hiring choices. Recognizing a critical role that needed to be filled, Jamie shared the mistakes made in the hiring process, leading to the wrong person being hired and causing di…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Rajiv Nathan, Founder of The Startup Hypeman, joins us to discuss the power of storytelling and clear messaging for business success. Rajiv highlights the importance of crafting a narrative that resonates with your audience, helping companies st…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Jonathan Perelman, President of ICM Stellar Sports, joins us to discuss building high-performing teams in fast-paced, high-exposure industries. Jonathan shares insights on identifying talent that thrives under pressure, the importance of cultura…
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➡️ For More Episodes, Visit: successstorypodcast.com ➡️ Like The Show? Leave A Rating: https://ratethispodcast.com/successstory Today, you'll hear live at Inbound 2024 with Imani Ellis. Make sure to check out Inbound: https://www.inbound.com/ Tweet Me: twitter.com/scottdclary My Newsletter: newsletter.scottdclary.com Advertising Inquiries: https://…
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Your Daily Prayer 🙏🏾 Matthew 14:29 Eyes fixed on Jesus can navigate any storm. Today’s daily devotional highlights Jesus walking on water. After feeding five thousand people, Jesus sends His disciples ahead on a boat and stays to pray. He later walks on water to join them, showing His divine power and the importance of faith. STORY Bible in a Year:…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory ➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ About The Guest Theresa Payton is a respected cybersecurity expert and former White House Chief Information Officer, known for her groundbreaking work in digital security. As …
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Your Daily Prayer 🙏🏾 Mark 6:15 True legacies are built on righteousness, not popularity. Today’s daily devotional focuses on the beheading of John the Baptist. Herod imprisoned John and, under manipulation from his wife, made a promise that led to John’s execution. This story teaches us about the consequences of prioritizing social standing over ri…
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Tax planning—and anything related to taxes, in general—isn’t most people’s favorite topic. But because we’re getting toward the end of the year, it’s actually a great time to think about tax planning and all of its benefits. In this episode of Retire with Ryan, I’ll share 7 things you should think about that can (and will) help save you money in re…
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Your Daily Prayer 🙏🏾 John 5:8 Gratitude magnifies the miracles in our lives. Today’s daily devotional is about Jesus healing a man at the Pool of Bethesda. After 38 years of illness, the man was restored by Jesus' command. This miraculous healing was met with criticism from the Pharisees, who opposed Jesus for performing miracles on the Sabbath. ST…
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In this episode of the Perfect RIA podcast, Matthew is joined by Brian Smith, from Foundation Income Associates, an expert in annuities and insurance products. Brian and Matt explore the ins and outs of annuities, debunking myths and highlighting the importance of these often-misunderstood products in financial planning. They touch on the tax impli…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Yaagneshwaran Ganesh, an award-winning marketer and author, joins us to discuss the power of writing for entrepreneurs. Yaag shares his journey from authoring marketing books to running a successful podcast, and he emphasizes the importance of p…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Chris Naugle, Co-Founder & CEO of The Money School, joins us to discuss implementing a private banking system that allows you to earn on both savings and loans. Chris explains how specially designed whole life insurance policies can function as …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory ➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ About The Guest Vanessa Van Edwards is a renowned behavioral investigator, bestselling author, and founder of Science of People, a human behavior research lab. With a deep pas…
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Your Daily Prayer 🙏🏾 Luke 8:47 Faith is the bridge between despair and healing. Today’s daily devotional is about Jesus healing a woman with chronic bleeding and raising Jairus' daughter from the dead. These miracles demonstrate Jesus' authority over sickness and death, revealing His compassionate power and divine authority. STORY Bible in a Year: …
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Amber is recapping this week’s episode highlights. On Monday, Matt dove into the world of bookkeeping with Duff Tucker from Belay, uncovering the common pitfalls small business owners face. They emphasized the importance of professional bookkeeping services, not just for taxes, but for making informed business decisions and preparing for future sal…
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Your Daily Prayer 🙏🏾 Matthew 8:26 When the waves of life rise, anchor yourself in Jesus. Today’s daily devotional is about Jesus calming the storm and healing a demon-possessed man. Jesus demonstrated His authority over nature and the spiritual realm, calming both a raging storm and a tormented soul with His powerful word. STORY Bible in a Year: Th…
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In this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsibilities. She emphasizes the critical importance of intentional time management and forward planning. Jamie also shares her nuanced strategy for conference attendance, which involves a thoughtful blen…
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Ked and Brownie are back to break down the Western Conference, PTO Szn, Hong Kong Hockey and talk about the three things they wish that they had in their hockey bag.This episode of The Morning Skate is brought to you by Key Sparkling Water. Between dodging pucks and heckling refs, you need a hydration game that keeps up. Enter KEY Sparkling Water. …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Ian Tien, CEO & Co-Founder of Mattermost, joins Scott to discuss the power of open-source software, security considerations, and scaling a tech company. Ian delves into the challenges and benefits of building secure systems, the importance of cu…
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