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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Matthew Jarvis Podcasts
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose. This podcast encourages listeners (Aimers) to AIM HIGH and shoot for their own purpose & ambitions. Tune in to hear change makers and achievers with insights to stay on track and overcome any obstacle. A mix of personal stories, insights on mindset, practical strategies, and reflections on the challenges and rewards of living purposefully. Hosted by Dillon Kazemi and Montel Hawkins
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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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Brittany & Kendall are the next generation of entertainment, celebrity, and pop culture talk. They both have first babies and that’s where the similarities end. Brittany is a devoted Swiftie, reality-TV lover, pop culture FIEND, and former Army medic whose natural beauty results from being too lazy to bother with makeup. Kendall loves everything Game of Thrones/Lord of the Rings, devours fantasy fiction by the likes of Sarah J. Maas, never leaves the house without full and fabulous clothes A ...
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Matthew Jarvis: Being Hyper Intentional In Every Part of Life
58:21
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58:21Today we welcome Matthew Jarvis. Matthew built a wildly successful financial advisory firm based out of Seattle. In fact, he recently sold his practice for an 8 figure sum. Outside of his firm, Matthew runs the Perfect RIA podcast, is a published author, and coaches other financial advisors on how to run effective practices. We talk about the very …
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Encore Episode: Stop Talking Yourself Out Of The Sale!
19:50
19:50
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19:50It’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 …
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Catch up on The Summer I Turned Pretty plus Brittany and Fairborne's relationship drama, and then play Over/Under with some BFFs of the show! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/28 Thu Hr 2- Making EXTRA Fun of Celebs
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40:50Happy Birthday and engagement Spencer!! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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We review some pop culture updates and learn about how best to support our children from Jenny Britton (washburn.org). See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/27 Wednesday Hr 3: Coverage Continues of the Tragedy at Annunciation Catholic School in Minneapolis
47:40
47:40
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47:40We hear clips from Mayor Jacob Frey and Police Chief Brian O'Hara. We also replay the interview we had in the first hour from Heidi and Hannah from Care Counseling. We recap listener emails. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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8/27 Wednesday Hr 2: Continuing Coverage of the Tragedy at Annunciation Catholic School in Minneapolis
49:33
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49:33Matt, Kendall and Brittany continue the conversation of this morning's shooting. We get the latest updates from Matt, discuss how the experts suggest we talk to kids about what happened and a list of resources from the Washburn Center for Children. Resources here See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https…
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8/27 Wednesday Hr 1: Coverage of the Tragedy at Annunciation Catholic School in Minneapolis
39:56
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39:56KSTP's Matt Belanger joins the Brittany and Kendall show to discuss this morning's shooting at Annunciation Catholic School in Minneapolis. We are also joined by Heidi Baush-Ryan and Hannah Defek from Care Counselling to chat about how to navigate with feelings of these events. Resources Here See Privacy Policy at https://art19.com/privacy and Cali…
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We play Red Flag, Green Flag or Beige Flag with comedian Elise Cole (@elisecolecomedian on insta). Then, we play Over/Under with two ladies named Heidi. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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We're joined by dating coach Michelle O'Connell (unstuckbymichelle.com) to talk practical dating tips and some celeb ship assessments. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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We're blowing our whole bean budget on Taylor's engagement! Listen for our immediate reactions and everything we know right now. Plus, we have an update on Brittany's mascot romance, and we're joined by Max from Lulu's Public House with some of their new eats! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://…
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8/25 Mon Hr 3: Brittany & Fairborne Sitting in a Tree
40:24
40:24
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40:24Lil Nas X caught FOUR felony charges, and Fairborne the state fair mascot caught feelings for Brittany. Plus, we play State Fair Match Game with a couple MyTalkers. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Which Hollywood star regrets her wedding dress? A different bride is demanding her bridesmaids pay for her dress. Plus, we're joined by Ryan McEnany from Bailey Nurseries. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/25 Mon Hr 1: Tofuego Bites & the MN Aurora's Elizabeth Overberg
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46:50
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46:50A Taylor Countdown in Hot to Go! Plus, we're joined by Elizabeth Overberg from the MN Aurora and Darrin Kirchberg with the new tofuego bites you can find at the fair from Rooted & Wild in the Lee & Rose Warner Coliseum. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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Counting the Reps: The Key to Growth [Episode 323]
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27:27In 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…
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"Accidentally" buying a tax practice with TJ Bruce
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23:57This week, Steven is joined on the show by TJ Bruce, an advisor who set out to grow his practice through acquisition and ended up preparing taxes. TJ shares his experience with buying a book of business that happened to be doing tax prep, and his journey learning how to prepare taxes himself, and the value that clients see in that service. There ar…
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Brittany and Kendall are back for the last hour of the bonus episode. Tune in to hear Brittany's tragically short love with Fairborne at the MN State Fair. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/23 Sat Hr 1: Taylor Swift and Mary Kate and Ashley
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41:09Brittany and Kendall are back for the bonus episode at the MN State Fair. In the first half they share their Taylor Swift new song release prediction as well as the latest on Mary Kate & Ashley. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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8/22 Fri Hr 3: Throwing out the Fair's Garbage
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41:14
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41:14Garbage day at the Fair with Adam Bohanan, our favorite famous friend! We also talk some Menendez updates, and play a sweeping game of State Fair Family Feud. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/22 Fri Hr 2: The Best of and the Worst of
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38:29BFF of the show Stephanie March joins us to rate fair foods. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/22 Fri Hr 1: State Fair To Go! And Trainer Lindsay Ogden
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43:19
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43:19More on what Lil Nas X has been up to (and out of (his clothes)), Cyrus family drama, and boy is there a lot! Plus some "gimmick vs great" ratings of workout items from trainer Lindsay Ogden (@lifewithcoach_lo on instagram). See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-inf…
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Libby Greiwe: Embracing the "And" to Live Your Aim
1:34:08
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1:34:08Today we welcome Libby Greiwe! Libby is known for building a 100% referral only business, generating over $1,000,000 per year in income, while working 3 days a week. After selling her business at only 37 years old, Libby had to take the time to discover what really mattered to her. We talk about having seasons of "no" and seasons of "yes" as you bu…
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Encore Episode: Why Aren’t You Delegating To A Virtual Assistant?
21:51
21:51
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21:51Are 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…
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8/21 Thursday Hr 3: Books, Babies and State Fair Family Feud
42:34
42:34
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42:34Book talk and a competitive round of trivia to round out the show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Mama Millie Bobby Brown Bon Jovi has a sexy baby! But are you a sexy baby? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/21 Thurs Hr 2: A Lot of Bravo. Like... A LOT of Bravo
37:33
37:33
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37:33We're joined by Leslee Miller (sipbetter.com) to talk about (and sample) MN State Fair Wines. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell
33:56
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33:56In 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…
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8/20 Wednesday Hr 3: Emily in Paris, Fit For TV - The Biggest Loser Doc Review and The Dirt
29:25
29:25
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29:25We got our first looks at Emily in Paris Season 5, Kendall and Mike watched Fit for TV - The Biggest Loser Documentary and the biggest album of the year will not be up for a Grammy, Plus Last Call. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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8/20 Wednesday Hr 2: Joe Jonas Joins the Mile High Club, Christian Girl Autumn is Cancelled and Signs You are Sensitive
37:29
37:29
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37:29Joe Jonas tells us all about the time he joined the Mile High Club, Kendall tells us why Christian Girl Autumn has been cancelled this summer and Bachelor in Paradise drama!! Plus signs that you are a highly sensitive person. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-in…
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8/20 Wednesday Hr 1: Fake Justin Takes Vegas, Another Meghan Markle Hater and Brittany Threw Away Her Phone
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33:14
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33:14Justin Bieber impersonator took to the stage in Vegas and fooled everyone! Another day, another Meghan Markle hater and Austin Butler's Ex Baseball Player Butt. Tiffany Haddish didn't have a baby and acts like we all were supposed to know and Dakota Johnson and Madonna are friends... because of course they are. Brittany threw her phone away... yep.…
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8/19 Tuesday Hr 3: Red Flag on the Date! Plus the Dirt, Over/Under Game and State Fair Rundown
41:16
41:16
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41:16We break down the Green, Red or Beige Flags of some of the most polarizing traits of dating. Also Mike has the dirt, we play the Over/Under game and it's Last Call! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/19 Tuesday Hr 2: Allison Williams is Obsessed with ChatGPT and So Is Brittany, Jordan Hudson the Nantucket Covergirl and Housewives Talk
38:23
38:23
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38:23Allison Williams is also obsessed with ChatGPT and Brittany is too! Jordan Hudson featured at a Nantucket socialite event and Housewives drama. Woman goes full Carrie Underwood and don't trust Brittani. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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8/19 Tuesday Hr 1: Kristin Cavallari Talks About Life, Posty Wearing SKIMS and Kendall is Back!
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43:47
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43:47Kristin Cavallari talks about life, Ben and Jen latest and are Justin Herbert and Madison Beer hard launching. Post Malone endorsing SKIMS and Katy & Justin were not real? NO WAY!? Plus Kendall is back and the Biggest Loser Doc fall out! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-no…
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8/18 Monday Hr 3: TalkAbout, The Dirt and It's State Fair Week!!
23:07
23:07
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23:07Mike has the Dirt, we play TalkAbout and it is officially STATE FAIR WEEK!! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/18 Monday Hr 2: Leo Rationalizing his Dating Life, Taylor Talk and Sansa Stark/Jon Snow Kissing
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37:58
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37:58Leonardo DiCaprio rationalizes the fact that he only dates women in their mid 20s. Jon Snow and Sansa Stark are making out in a new movie and we are all weirded out by it, including Sophie Turner and Kit Harrington. Plus if you thought Brittany and Mike were nuts for their Taylor Swift theories, get a load of Colleen's! See Privacy Policy at https:…
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8/18 Monday Hr 1: Sam Asghari Shades Kevin Federline, Hilaria on DWTS and Paul Folger
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42:47
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42:47Britney's Ex Sam Asghari is throwing shade at her other Ex Kevin Federline, should we start worrying about Bieber again and Brittany doesn't want to subscribe to Logan Paul. It also feels like Hilaria is wanting that Dancing With the Stars call and is Gladys Knight okay?? Colleen is in for Kendall and both her and Brittany saw stage shows this week…
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Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
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23:55In 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…
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The new "pictures or it didn't happen" with Parker Ence
28:37
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28:37We make claims in life that might be more believable if there were pictures, but there typically isn't that option when it comes to tax planning and financial planning...until now. Steven is joined this week by Parker Ence, CEO and co-founder of JumpAI, to discuss how Jump is setting themselves apart by providing an AI-driven tool that is helping a…
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8/15 Friday Hr 3: Garbage Day!!! We Play a Game and the Dirt
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40:27
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40:27It's GARBAGE DAY!!! Plus Paramount is so in love with Taylor Sheridan that shows that haven't even been finished yet are getting renewed and we play a game! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/15 Friday Hr 2: New Traitors Announced, National Relaxation Day and Amy Lindquist Joins to talk Taylor
38:31
38:31
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38:31Celebs are just like us, except when they hit the beach in full leather trench coat and boots. There is also a new Traitors on the way and it's coming to NBC with a big change, we debate if it's a good thing. Amy Lundquist, PR executive and Swiftie Expert joins to talk the explosive week of Taylor news and its National Relaxation day. See Privacy P…
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8/15 Friday Hr 1: Sophie Turner Breaks Up A-List Couple, Taylor Confirmation and 'And Just Like That...' is Officially Dead
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44:40Sophie Turner claims she has the power to break up an A List Couple with just a little Wave. We think we know who it is. Plus Universal Music Group CEO Lucian Grange finally fires back at Drake and the lawsuit. Taylor may have confirmed what we were all thinking and her maybe soon to be sister-in-law talks about being dethroned by Taylor. Last nigh…
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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…
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8/14 Thursday Hr 3: BookTalk, Four and No More and the Dirt
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41:47
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41:47We recap The Summer I Turned Pretty, And Just Like That ends Tonight and the Dirt. We play Four and No More and Last Call! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8/14 Thursday Hr 2: Celebs are just like Us, Taylor and Travis Recap and Ben Katzner Joins the Show
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37:45
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37:45Celebs checking the receipts, Even the First Daughter gets cheated on and Angelina Jolie might be leaving the country. Taylor Swift first ever podcast appearance recap and Ben Katzner joins the show. Details on his Show Here See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-inf…
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8/14 Thursday Hr 1: Taylor and Travis on his Pod! Pete's BDE and is Liam Hemsworth Engaged?
43:19
43:19
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43:19The Pod finally dropped! We breakdown Taylor and Travis' chat on his podcast. Plus we look at the track list of the new album and if one has anything to do with Blake Lively. Also Pete talks about the BDE label, Kris Jenner Productions trademark and is Liam Hemsworth finally engaged. Plus, Brittany and Mike recap the Tate McRae show and Housewives …
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Valuations in a Changing Market With Scott DiGiammarino
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32:40In 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…
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8/13 Wednesday Hr 3: Taylor Swift with More! Was it Smart for Meghan to team up with Chrissy Teigen? Dirt and Last Call
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30:34
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30:34Another countdown for Taylor Swift and fans of Meghan Markle and Chrissy Teigen do not love the pair getting together for season 2 of Meghan's show. Also Wendy Williams dementia test results and Mike has the Dirt. Plus it's LAST CALL! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-s…
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8/13 Wednesday Hr 2: Zoe Kravitz busted Taylor's House, Katy Perry was Surprised too and Jen from Minnesota Adult & Teen Challenge Joins the Show
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38:12Zoe Kravitz busted Taylor's House with a pet snake, Katy Perry was Surprised too and Wednesday Episode 1. Plus Jen Brink from Minnesota Adult & Teen Challenge joins the show to talk about their Hope Awakens Women's Luncheon coming up on Wednesday, September 10th. Learn More here. See Privacy Policy at https://art19.com/privacy and California Privac…
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8/13 Wednesday Hr 1: Will Smith Leaning on an A-Lister for Support, Engagement News and Austin Butler Talks Normal Again
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42:50Will Smith is leaning on a surprising A-Lister for support, Georgina Rodriguez's engagement ring is MASSIVE! Plus other engagement stories and Austin Butler talks normal again. Episode 1 of Wednesday, plus State Fair T-Shirts are here! Plus we go WAYBACK! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19…
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myTalk Loves Local: Minnesota Adult & Teen Challenge
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9:51Brittany & Kendall talk to Jen Brink from Minnesota Adult & Teen Challenge as part of myTalk Loves Local. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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