Best Growmypractice Podcasts (2026)

1
Embracing Failure: Lessons from Million Dollar Producers [Episode 341] 30:25

Play Pause

2h ago30:25

30:25

In this episode, Micah and Matt discuss the importance of embracing failures as learning opportunities for financial advisors. They emphasize the need for intentionality in advisory practices, building strong client relationships, and the value of accountability through masterminds. The conversation also covers the significance of time management, …

1
Encore Episode: Why Advisors Fail 29:04

7d ago29:04

29:04

In this episode, Matt and Micah will reveal the one thing you really need to do in order to not fail as an advisor. It may sound oversimplified, but they stand by the importance of following a successful process and the four rules of success that you have to follow if you want to be a rockstar advisor. If you want to be highly successful, helping a…

1
Transforming Financial Planning Practices with Sten Morgan [Episode 340] 32:26

4d ago32:26

32:26

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value …

1
Encore Episode: Tips from the Trenches - Taxes 4:24

6d ago4:24

4:24

In this episode, Micah shares strategies for quickly estimating a client's tax liability during a meeting without relying on complex software. He advises keeping a current tax reference guide on your desk to instantly verify brackets and standard deductions. By calculating total fixed income plus required withdrawals, advisors can easily identify a…

1
Tax Planning at Scale [Episode 339] 32:11

10d ago32:11

32:11

In this episode, Matt and Micah discuss the complexities of tax planning, particularly in scaling processes and ensuring efficient team dynamics. They explore the importance of reviewing tax returns, the roles of team members in this process, and the necessity of looking beyond software for effective tax planning. The conversation also delves into …

1
Encore Episode: You Didn't Hire Idiots 1:11:24

13d ago1:11:24

1:11:24

Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings…

1
Creative Deal Structuring for Advisors With Scott DiGiammarino 31:07

14d ago31:07

31:07

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino delve into the complexities of liquidity events, focusing on the decision-making process between internal and external sales. They explore the emotional dynamics of succession planning, the importance of structuring deals creatively, and the significance of having a trained s…

1
The Power of Experimentation in Financial Planning With Art Turock [Episode 338] 30:35

17d ago30:35

30:35

In this episode of the TPR Podcast, Matthew Jarvis and Art Turock delve into the concept of latent needs, exploring how identifying these needs can lead to significant breakthroughs in business and personal growth. They discuss the importance of experimentation, the mindset required to break through perceived impossibilities, and the shift from hol…

1
Encore Episode:The Godfather: Michael Kitces 43:18

20d ago43:18

43:18

Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strat…

1
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337] 28:36

24d ago28:36

28:36

In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers t…

1
Encore Episode: What Are We Paying Employees? 38:13

27d ago38:13

38:13

In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in u…

1
Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336] 33:59

1M ago33:59

33:59

In this conversation, Matthew Jarvis and Jackie Benjamin Hatherley discuss the importance of culture, communication, and management in small businesses, particularly in the R.I.A. sector. They explore how giving employees space, conducting effective one-on-one meetings, and understanding communication styles can enhance productivity and team dynami…

1
Encore Episode: You May Be The Problem 40:27

1M ago40:27

40:27

In this episode, Jamie highlights the paramount importance of practice regardless of one's role, underlining its role in personal growth and leadership. She discusses her family's commitment to teaching foundational values and leadership skills to the younger generation and emphasizes the significance of guiding young adults and fostering positive …

1
Discipline Equals… Money? [Episode 335] 27:07

1M ago27:07

27:07

In this episode, Micah Shilanski and Matthew Jarvis discuss the critical role of discipline in achieving success, particularly for financial advisors. They explore how discipline leads to freedom and the importance of building a psychology of winning through small successes. The conversation emphasizes the necessity of practice, creating daily vict…

1
Encore Episode: Team Building For Financial Advisors With Guest Christine Timms 21:13

1M ago21:13

21:13

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew an…

1
Hiring an Executive Assistant With Karen Stewart [Episode 334] 32:52

2M ago32:52

32:52

This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective onboarding strategies, and the importance of communication and feedback. The discussion emphasizes the need for accountability and structured task mana…

1
Encore Episode: Measure What Really Matters? 29:05

2M ago29:05

29:05

Matt and Micah are peeling back the layers to reveal what truly counts when it comes to gauging advisor effectiveness. They expose the delusion of conventional metrics like AUM, office hours, and household numbers and reveal the real deal: the true number you need to measure. They share that it's easy to get caught up in so many other numbers that …

1
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333] 27:15

2M ago27:15

27:15

In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significa…

1
Encore Episode: Leveraging Technology With Guest Ben Goss 28:29

2M ago28:29

28:29

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impa…

1
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332] 28:44

2M ago28:44

28:44

In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation…

1
Encore Episode: So Is This What You Do In YOUR Practice? 27:31

2M ago27:31

27:31

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Dra…

1
The Importance of Risk Management in Financial Planning With Justin Smith 30:47

2M ago30:47

30:47

In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with clients. They emphasize the need for financial advisors to engage in discussions about life insurance, estate planning, and the significance of proact…

1
Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331] 34:39

2M ago34:39

34:39

In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve personal and professional growth. Art shares his experiences and insights on how to overcome self-doubt, the significance of commitment, and the role of co…

1
Encore Episode: Client Relationships And Connections With Guest David Gow 24:39

3M ago24:39

24:39

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper under…

1
The Shift from Cash Flow to Wealth with John Poole 30:21

3M ago30:21

30:21

In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of transitioning from a cash flow mindset to one focused on wealth creation, emphasizing the need for objective financial analysis and understanding the tr…

1
Navigating the Future of Financial Planning With Seth Streeter [Episode 330] 25:44

3M ago25:44

25:44

In this episode of the TPR podcast, Matthew Jarvis interviews Seth Streeter from Mission Wealth, discussing the evolution of financial planning and the importance of holistic approaches. They explore how advisors can deepen client relationships through understanding life transitions, the significance of inspired living, and the role of scale in pro…

1
Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty 23:28

3M ago23:28

23:28

If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He'll share his experience and recommendations…

1
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329] 30:14

3M ago30:14

30:14

In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials fo…

1
Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees 37:43

3M ago37:43

37:43

Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how delivering knock your socks off client experiences isn't just good service it's a marketing tactic. Jamie discusses the stages of an advisor's career f…

1
Mastering Fees in Financial Advisory [Episode328] 25:15

3M ago25:15

25:15

In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear expectations with clients, and the need for effective communication. The conversation emphasizes the value provided to clients and how it correlates w…

1
Encore Episode: Should I Fire My Team? 30:29

3M ago30:29

30:29

There's a classic honeymoon period where you hire someone and think they're going to solve all your problems. But what happens when that's over and you realize all your problems aren't solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team. List…

1
Navigating Team Dynamics: Lessons in Leadership [Episode 327] 22:51

3M ago22:51

22:51

In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and the psychological challenges of employee dismissals. They share personal experiences and insights on hiring strategies, emphasizing the need for clear expectations and accountability within teams. The c…

1
Encore Episode: When Prospecting Goes Wrong 26:09

4M ago26:09

26:09

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the n…

1
100 Reasons Prospects Say No [Episode 326] 23:22

4M ago23:22

23:22

In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the importance of integrity, setting expectations, and the need for advisors to track their data to improve their practices. The conversation also highlights the…

1
Encore Episode: How To Train Your Team 30:20

4M ago30:20

30:20

In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They'll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as…

1
The Importance of De-risking Your Practice With Ted Jenkin 28:36

4M ago28:36

28:36

In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, and the importance of de-risking practices. They explore the misconceptions around payouts, the risks associated with market fluctuations, and the nece…

1
Discipline Equals Freedom: The Key to Success [Episode 325] 26:52

4M ago26:52

26:52

In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in client meetings, the difference between discipline and willpower, and the importance of building habits can significantly impact an advisor's effectiveness. The conversation emphasizes the psychological…

1
Encore Episode: Business Planning 31:39

4M ago31:39

31:39

In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. Listen in as the guys explain how to make necessary changes in the new year, as well as the importance of holding yourself accountable. You'll lea…

1
The Future of Financial Advising with Shelby Nicholl [Episode 324] 25:40

4M ago25:40

25:40

In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers the importance of understanding the fit test for advisors considering a move, the complexities of ownership in financial practices, and the emotional challenges faced during transitions. Shelby…

1
Encore Episode: Stop Talking Yourself Out Of The Sale! 19:50

4M ago19:50

19:50

It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client. Listen …

1
Counting the Reps: The Key to Growth [Episode 323] 27:27

4M ago27:27

27:27

In this episode, Matt and Micah discuss the concept of 'counting the reps' in the context of financial advising. They emphasize the importance of distinguishing between actual practice and mere dreaming, highlighting that true practice involves discomfort and discipline. The conversation covers effective strategies for growth, the significance of c…

1
Encore Episode: Why Aren't You Delegating To A Virtual Assistant? 21:51

4M ago21:51

21:51

Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings sure but at what cost? Are doing these tasks the highest and best use of your time? On today's episode, Matt and Micah talk about the benefits of hiring a virtual assistant so you can focus your decisions and time that only you can do. Lis…

1
Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell 33:56

4M ago33:56

33:56

In this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares insights from his career shift after the 2008 financial crisis and explains how high-income earners can benefit from oil and gas through tax deductions and bonus depreciation. They discuss key risks, the…

1
Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322] 23:55

5M ago23:55

23:55

In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtual assistants. They discuss the challenges posed by AI in the hiring process, the importance of training and onboarding, and how to build strong relationships with assistants. Julie shares insights on…

1
Encore Episode: Did Surge Abandon You? 32:56

5M ago32:56

32:56

If you're new to skiing and it's your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can't go from zero meetings to thirty and expect that it'll go well and that you won't burn out. On today's episode, Matt and Micah talk through some of the most common myths and illusions abou…

1
Valuations in a Changing Market With Scott DiGiammarino 32:40

5M ago32:40

32:40

In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and client communications. They explore how historical market events can inform current practices, the importance of maintaining client relationships during turbulent times, and the evolving landscape of fin…

1
Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321] 29:17

5M ago29:17

29:17

In this episode, Matt and Micah discuss the concept of 'Surge' in financial advising, emphasizing the importance of delivering massive value to clients. They explore the logistics of scheduling client meetings, the benefits of focused interactions, and the necessity of having systems and checklists in place to enhance efficiency. The conversation h…

1
Encore Episode: How Surge Works For New Relationships And Clients. 26:05

5M ago26:05

26:05

If you're new to surge or you have a client who has not yet experienced surge, how do you manage expectations? Telling a prospect that they can't see you for 6 months could cause mutiny, so it's important to clearly communicate your framework and what they can expect. Matthew and Micah dive into this dilemma today and share insight into how you can…

1
The Power of Relationships in Wealth Management with Scott Danner [Episode 320] 35:22

5M ago35:22

35:22

In this episode of the TPR podcast, Matthew Jarvis interviews Scott Danner, a seasoned financial advisor and author of 'Freedom Street.' They discuss Scott's journey in the financial advisory industry, emphasizing the importance of building relationships over transactions. Scott shares his life model, which focuses on love, impact, faith, and energ…

1
Encore Episode: The Right Size Financial Plan 31:32

5M ago31:32

31:32

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand. Listen in as the guys explain the importance of havi…