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The Perfect RIA

Matthew Jarvis & Micah Shilanski, Finance Rockstars

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The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
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The Femme on Collective is a podcast collective where we discuss issues or pop culture that interests us, with a feminist, female view. Hosts Ada, Alyson, Jess, Ria and Tonya bring their unique voices to a variety of subjects including books, film, TV, feminism, comics, fitness, activism and so much more.
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On Chicks in the Office, Ria and Fran keep you in the know on all things pop culture. The Chicks are the go-to source for entertainment news, TV and film recaps, and interviews featuring some of your favorite celebrities. You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office
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Running Industry Alliance (RIA) Podcast

Running Industry Alliance (RIA) Podcast

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This is the Running Industry Alliance (RIA) Podcast brought to you in association with supersonic. “The podcast will focus on meaningful running industry content, with listeners benefiting from useful information, data and action points that can help propel their businesses forward, sharing peer to peer knowledge whilst showcasing the running industry and advancements beneficial for all”. Originally the Running Industry Podcast (2020) hosted by Matt Ward, now having joined forces with RIA to ...
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Cider Chat

Ria Windcaller: Award-winning Cidermaker, Podcaster | Craft Beer Columnist

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Interviewing cidermakers importers, orchardists, foodies, farmers and cider enthusiasts around the world. Let’s delve into the semantics of cider…or is it hard cider, cidre, sidra or fermented apple juice? The truth is out there in Ciderville and we are going to find it. We toast in celebration of cider; As a libation, a gift from the gods, a taste of terroir, and a hard pressed good time. Ready to quench your thirst? Grab a glass and join this chat! See you in Ciderville!
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Are you frustrated by a lack of influence and discouraging circumstances? Do you feel overwhelmed with the challenge of achieving goals? Are you fighting self-limiting beliefs? It's time for a new chapter in your story! I provide personal and professional leadership development specifically for women so you can increase influence, develop leadership, and maximize results. Become the woman you are destined to be. Become the leader you are destined to be.®
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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RIA Collective

Charlie Van Derven

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Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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The Robot Industry Podcast

Jim Beretta in partnership with A3 Association for Advancing Automation.

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Podcast for the Automation, Robotics and Manufacturing Industries by host, Jim Beretta. The podcast is partnered with A3 | RIA Robotics Industry Association. We discuss trends, innovation, and important tech for advanced manufacturing.
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The COO Roundtable

Coldstream Wealth Managment

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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I'm made up of a whole another universe inside me, which consists mainly of my thoughts, my words, and things/people/anything basically that influences me, so yeah:)
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Weekly episodes with Ria with the sole aim to help you break up with the mainstream madness and create a life which nourishes your soul instead. From creative ritual ideas, soulful conversations, alternative health tips, going off grid, insights on what we aren't taught about being human, spirituality and business tips for business owners who are committed to live life their way... no matter many times they go around in circles.
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The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimatel ...
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Every 1st & 3rd Tuesday of the month the rising star Ellez Ria presents his new concept called Binaural Sessions a fresh two hour show with the best combination and selection of music, expect the best on Deep House, Techno, Progressive Trance, Psy and many more. Alongside with his monthly top guest Binaural will take you under the biggest additive journey. www.facebook.com/EllezRiaOfficial
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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BOOST UP WITH ME #BoostUpPodcastWithRiaCortez every FRIDAY NIGHT para makichika with my guests and share some of our struggles as students if ever you're relating from them. I'll also share with you how I put up a brave face in every struggle that I've been through and how the right mentality made me make the right decisions. Struggle and hustle because that's where success begins.
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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Tune in to Ria's pride story. This is brought to you by Living with Stories & Hubhopper as a part of the #MyPrideStory campaign. If you have a story to share, please write to us at thisislivingwithstories@gmail.com
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Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Van Wie Financial. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your ...
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Notable Nostalgia

Big Door Prize Media

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We grew up immersed in 90s culture and now that we're grown-ups it's time to revisit everything we loved from our childhoods. We'll be discussing a diverse set of topics including movies, TV, and other pop culture highlights of the decade from an LGBTQ+/BIPOC perspective. So zip up that fanny pack, feed your Tamagotchi and join us on our trip back to the 90s. Let's get nostalgic together! Twitter @notable90s Instagram @notable.nostalgia Facebook @notablenostalgia Email: notablenostalgia@bigd ...
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Life is so fast that we often forget to look back and be mesmerized by the steps we've conquered. I'm Ria, just an 18-year-old who wants to document the life I'm living. I'm here to unravel it all with you. The good, the bad, and in between. I welcome you to a warm seat, and a fresh glass of h2o. looking forward to many conversations with you :) Feel free to message me, I'd love to listen! all platforms are @ riasrecords
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Each week, Rhode Island Avenue Radio hosts Michelle Yancey and Kyle Todd sit down to visit with area business owners, city leaders, small business training experts, and the visionaries that help our local commercial corridors grow and thrive. Tune in to learn about Rhode Island Avenue NE Main Street’s new businesses; learn about some of the not-so-secret business gems of the community; and get behind-the-scenes stories about innovative business ideas happening right here in our neighborhood.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Unpacking is a podcast that takes a closer look at the things we all experience in life - from love, food, healing and growth. Our goal is to provide listeners with thoughtful insight and discussion on these topics, in order to help us all unpack the good, the bad and the ugly. We want to elevate our collective consciousness by offering practical advice and inspiring stories that will help us all live our best lives. Hosted by Sharia, Unpacking is your go-to source for thought-provoking conv ...
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Step right into the world of R.K Achina – the ultimate podcast and pastor for all you "faith, hope, and transformation seekers" out there. Get ready to jump into super cool sermons, motivational talks, and Christ-centered teachings that empower your journey. Get ready to uncover the secrets of taking your spiritual journey to the next level and embracing your most awesome self. We're delving deep into topics like faith, hope, prayer, relationships and finding your rhythm in this journey we c ...
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Jai

Raw Truth

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This is the Jai show..im hear to reach the people hopefully with a new flavor called the Raw Truth..Get your ears on and lets TALK...Remember the show foundation is the word of the Lord... Im just His co-host. I know this will reach many women and many listeners💋so tune in. Cover art photo provided by Ria Puskas on Unsplash: https://unsplash.com/@riapuskas
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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…
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Ready for the weekend! (00:00-16:21). Hollywood producer says Sydney Sweeney “is not pretty and can’t act” (31:10-37:45). Larsa Pippen & Marcus Jordan PDA (37:46-38:27). Ashanti & Nelly are engaged and expecting baby together (38:28-40:10). Interview with Mt. Joy’s Matt Quinn & Sam Cooper – talking tour life, new music + more! (41:31-1:18:34). Beat…
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Matt and Tom are in conversation with Charlie Allen, founder of Run Social. ‘RUN SOCIAL is a free after work weekly networking event designed to create a healthy, fun, and alcohol free platform for socialising, networking and exercising. It is a social running club where people can enjoy their running, improve the health, and meet new friends and e…
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In this insightful episode of RIA Collective, host Charlie Van Derven engages in a captivating conversation with Judd Allen of Judd Allen Financial and the ICG Group. They delve into Judd's strategic transition from a broad financial advisory role to mastering a niche within the automotive sector. Reflecting on his initial uncertainties and the tra…
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This episode was first publish on 7 April 2023. It's Easter! In this very special episode the collective discusses Easter egg chocolate. What is your favourite Easter chocolate? Do you think Jess should receive free Hotel Chocolat? Yeah, so do we. Have a wonderful Easter everyone! Answer more of Ria's questions are riasquestions.com Please do revie…
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Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…
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Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the finan…
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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…
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More important than what questions you ask is how you ask them. In this episode, shares 8 proven ways to ask better questions that lead to better answers, conversations, and relationships. The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.= *To…
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Escape to Olympic Bluffs a Dream Vacation Destination Olympic Bluffs Cidery & Lavender Farm is located on the northern coast of the Olympic Peninsula in Washington State. The farm is on a bluff that overlooks the Salish Sea, which spans the international waters between British Columbia and Washington State. The location is dreamy with views of Moun…
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Vince Shorb joins us this week to discuss the state of financial literacy. Vince is the founder and CEO of the National Financial Educators Council, which provides financial literacy resources to educators and organizations nationwide. He shares why basic financial concepts are not being taught in public schools across America, as well as what pare…
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Fran’s back! (00:00-11:58). Gypsy Rose Blanchard reveals reasons for her divorce (12:01-21:14). Real Housewives & Vanderpump Rules updates (21:15-35:29). Meghan Markle announces her own jam (35:30-45:30). Weekly Watch Report (47:08-1:13:14).CITO LINKS > barstool.link/chicks-in-the-office. You can find every episode of this show on Apple Podcasts, S…
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Weekend recaps (00:00-20:41). Gerry & Theresa announce divorce (21:49-34:37). Jonas Brothers introduce their own chocolates (34:38-39:44). Coachella weekend 1 roundup (40:46-59:59). Drake vs everyone rap beef explained (1:01:44-1:19:09). Listener voicemails (1:20:12-1:52:10).CITO LINKS > barstool.link/chicks-in-the-office. You can find every episod…
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Altruist CFO Marc Greenberg joins Jason and Dasarte to provide an insider's perspective on the events that took place internally following backlash from Altruist advisors over a poorly communicated fee schedule update. The conversation gives a behind-the-scenes look at Altruist operations and highlights the value of listening to customers. ABOUT AL…
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A whopping 47% of Americans feel “stuck in the middle” while caring for both their children and aging parents as part of the sandwich generation — and this situation can become a financial burden if not properly planned for. So whether you're the caregiver or the one being cared for, the best way to navigate this scenario is to understand the chall…
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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…
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How do you protect yourself from the possibility of taxes going up? On this week’s episode of Financial Focus John Kuykendall will be discussing tax deferral & the long-term consequences, how to establish tax-free income, & Roth IRAs and 401Ks compared to traditional. For more information contact John Kuykendall at (386) 755-9018 and visit GulfCoas…
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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…
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Ria picked her wedding dress! (00:00-32:04). Backlash over Jonas Brothers rescheduling their European tour dates (32:28-45:10). Zendaya’s ‘Challengers’ red carpet looks (45:11-50:04). Channing Tatum & Jenna Dewan still not officially divorced (51:06-57:26). RHOSLC's Monica Garcia reveals she's pregnant (57:27-1:00:48). Beat Ria & Fran game 120 with…
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Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.…
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Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *…
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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…
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Actress Megan Hutchings is back, this time speaking to Tonya about how she was put on this planet to save dogs. In their conversation, she explains why it’s essential that we meet each other with love and respect to make the world better, how social media helps animal advocacy, and an easy way people can get involved without significant change to t…
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For this edition of #Therobotindustrypodcast (#120) I caught up with an old friend, David McCharles from Pineberry Manufacturing during Informa's ATX and PackEx Toronto show. David is an entrepreneur business owner and golfer. David manufactures very specific machinery to the automation and packaging market: Friction feeders, pick and place dispens…
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Mike Biltonen and his wife Debbie founded Know Your Roots in 2008 and began offering a wide array of service for backyard and commercial orchardists in 2014. Mike This conversation tool place at the Berkshire Roundtable that was founded my Micheal Phillips 34 years ago. This annual meet up of orchardist and cider makers takes place in Massachusetts…
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When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few actually do. This tax reform bill is a little different. The Tax Relief for American Families and Workers Act of 2024 is a bipartisan bill that got through the Ways & Means Committee with a vote of 40-3. And since some of the tax changes w…
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Live from Abercrombie HQ (00:00-22:21). Rihanna talks to Interview Magazine (23:43-37:18). Morgan Wallen arrested (37:19-44:15). Calvin Harris’ wife listens to Taylor Swift without him (45:49-49:26). Lady Gaga engagement rumors (49:27-54:21). 21 year old Aoki Lee Simmons’ PDA with 65 year old Vittorio Assaf (55:37-1:01:11).CITO LINKS > barstool.lin…
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Welcome to Femme On Film! In this episode, Ria is joined by Ada, Suzan and Jen discuss Nida Manzoor's Polite Society. Polite Society is the story of two sisters, Ria and Lena Khan, as Lena gives up her dreams of becoming an artist and marry local heartthrob, Salim. Ria aspires to become a professional stunt performer and will do anything to save he…
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It’s a well-known practice to create financial plans based on age. And while there’s some good logic to it, it doesn’t always make sense. Planning instead by what phase of life you’re in provides a more tailored approach that recognizes your current needs and priorities and how those will evolve as you move into different phases over the years ahea…
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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…
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Weekend recaps (00:00-26:13). Sacha Baron Cohen & Isla Fisher announce divorce + Rebel Wilson's Sacha Baron Cohen experience (27:45-38:48). Noah Cyrus likes Liam Hemsworth’s IG picture (38:49-44:06). Legally Blonde spinoff series in works (44:07-47:31). Weekly Watch Report (48:36-1:21:54).CITO LINKS > barstool.link/chicks-in-the-office. You can fin…
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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 …
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Fran’s shocking reveal to Ria (00:00-20:42). Conjoined twins, Abby & Brittany, drama (21:56-30:24). Gypsy Rose Blanchard back with ex-fiancé (30:25-35:31). Kristin Cavallari talks potentially having kids with TikToker BF (35:32-46:40). Taylor Swift is officially a billionaire (47:52-54:31). Tish Cyrus & Dominic Purcell went to therapy after Noah Cy…
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Today’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole. *The biggest mistake advisors make when they first start their own independent practice. *Why advisors need to adopt the mindset of working for the…
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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…
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Alyson and Michelle Yang (author of forthcoming memoir, Phoenix Girl: How a Fat Asian with Bipolar Found Love from 5th Avenue Press) talk about the restaurant scene in the first episode of Mr. and Mrs. Smith (starring Donald Glover and Maya Erskine) and a few others that subtly discuss and unpack the racism the two main characters live with everyda…
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Three important questions every advisor should answer: Do you think you provide a valuable and life-changing service? Do you think your clients are better off with you than without you, even after they pay? Do you find that even though they're better off with you, they still need a little nudge to make the decision to work with you? If you answered…
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Dasarte recaps and highlights three important takeaways from our conversation with Jeremy Walter, founder of Fident Financial. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. O…
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