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Matthew Poole Podcasts

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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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The Big Muddler

Matthew Crampton

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Stand by your beds! The Big Muddler is here, delivering a delicious dose of old-style radio comedy. Sketches ... silly songs ... improbable stories, corralled by the unusual mind of Matthew Crampton. It's a variety of nonsense - and we all need variety.
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Malcolm Cox

Malcolm Cox

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Malcolm Cox. Enjoying communicating the depth & relevance of the Bible to life today. Author of 'An Elephant's Swimming Pool' about John's gospel. For theology and spirituality see: www.malcolmcox.org. For expert coaching, see https://malcolmcoxcoaching.com/
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Tea & Sympathy

David Matthew Friedman

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Dating seems to be more difficult than ever, but why is that? Dave deep-dives on issues currently plaguing the dating pool of New York City and the world at large with interesting guests, thoughtful commentary, and a healthy amount of comedy.
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Special Delivery is a talk show recorded live in Brooklyn hosted by country singer Dougie Poole and local good-buddy Jordan Michael. Each episodes features music from an upcoming artist, new songs and covers by Doug and an interview with a special guest.
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The Stable Cyclist is a place where we gather to talk about bikes (mostly MTB), mentality and Mental Health. Come with as the host JP, invites you in to conversations with people he’s met over the years. We won’t have stories about how to train or how to win a bike race here. Instead we’ll hear about what goes on in these athlete’s minds and sometimes we’ll even dive into the deep end of the pool and talk about mental health
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Meet the Moment

Real Estate Business Institute

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Join Matthew Rathbun and Kimberly Allard for a lively conversation about the business of real estate. This podcast is an exploration of what today's real estate industry leaders, brokers and agents need to know to be profitable, productive and have fun! Listen in as Matthew and Kimberly chat with thought leaders, brokers and agents who can help you Meet the Moment of change in the real estate industry. About the hosts: Matthew Rathbun is a licensed broker and an Executive Vice President of a ...
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Slingshot VoIP Presents

Slingshot Communications

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Welcome to Slingshot Communications, the ultimate podcast for mastering IVR (Interactive Voice Response) Greetings in the realm of VoIP systems and AI-driven communication. Each episode is a deep dive into how businesses across various industries - from healthcare to consulting - utilize AI Agents, PBX systems, and cloud communications to enhance their customer experience. Our collection of IVR greetings examples, underpinned by advanced call routing technology and unified communications str ...
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Podagogies: A Learning and Teaching Podcast

Podagogies: A Learning and Teaching Podcast

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Podagogies is a learning and teaching podcast that explores the pedagogy of post-secondary educators who bring scholarship to students in compelling, innovative, and surprising new ways. Produced by the Centre for Excellence in Learning and Teaching at Toronto Metropolitan University, visit us at torontomu.ca/teachingcentre
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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…
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This week’s guest is Kait Boyle, one of the most respected names in ultra-endurance mountain biking. Kait’s journey is one of transformation — from her early days in outdoor education to becoming a professional MTB racer and 24-Hour World Champion. She shares what drew her to the world of endurance riding, how it shaped her view on challenge and gr…
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Melissa Bank, who passed away in 2022, was a fabulous writer and an incredible person. We met a few times in person, out here in Southern California when we were both speakers at the Literary Guild, and in NYC when I traveled there for conferences. She came on the show a couple of times, for Girls’ Guide to Hunting and Fishing and The Wonder Spot. …
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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…
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Matthew and Kimberly return with a frank and thought-provoking conversation about the power and pitfalls of what we share online, centered around the true story of a single social media post that may have irreparably damaged a career. They kick off the episode off with a lighthearted tech talk about travel gadgets and car apps before diving deep in…
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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…
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This week’s guest is Maddy Nutt (@maddy_nutt) a British professional gravel racer who just represented Team Great Britain at the UCI Gravel World Championships. Joining me from London, Maddy reflects on her incredible 2024 season and the journey that led her from a traditional job to racing full-time across the globe. We dive deep into identity on …
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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…
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Christ’s humility unites us — as we live worthy of His gospel, we preserve that unity through humble service to one another. 1. Unity in living for the gospel - 1.27-30 2. Unity through humility - 2.1-4 3. Unity inspired by Jesus - 2.5-11 Send questions and comments here ➡️ [email protected] Subscribe to my Podcast: https://audioboom.com/chann…
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Gish Jen describes her childhood as “a master class in perseverance.” The daughters of withholding mothers learn to reject rejection, she writes. And that’s proven great training for a writer. Jen’s 10th book — Bad, Bad Girl — is part novel, part memoir, part autofiction. When her mother passed in 2020, Jen began keeping a journal, and writing note…
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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…
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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…
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This week on The Stable Cyclist Podcast, JP welcomes Alexis Cartier, the Canadian gravel racer redefining what it means to commit to a cause. A professional rider from Montreal and passionate advocate for climate action, Alexis has made headlines this year by choosing to ride his bike to every race in the LifeTime Grand Prix, rather than flying or …
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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…
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Matthew Carnicelli is the president of Carnicelli Literary Management, located in New York City and the Hudson Valley. He represents bestselling and award-winning authors publishing books in the areas of history, current events, sports, business, memoir, biography, health, literary fiction, and graphic novels. Since becoming an agent in 2004, he ha…
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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…
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Ayşegül Savaş reads her story “Intimacy” from the October 20, 2025, issue of the magazine. Savaş is the author of five books, including the novels “White on White” and “The Anthropologists”; a nonfiction work, “The Wilderness”; and the story collection “Long Distance,” which was published earlier this year. Learn about your ad choices: dovetail.prx…
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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…
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In this special episode of The Stable Cyclist Podcast, JP sits down with gravel cycling’s photography star, Tilly Shull. Known for her stunning imagery and storytelling from inside the LifeTime Grand Prix, Tilly shares what life is really like behind the lens at some of the biggest gravel events in the world. She and JP talk about the intensity and…
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Janelle Brown is the New York Times bestselling author of the novels I’ll Be You, Pretty Things, Watch Me Disappear, All We Ever Wanted Was Everything, and This Is Where We Live. Pretty Things—named a Best Book of 2020 by Amazon—is currently being adapted for television. Before becoming a novelist, Janelle worked as a senior writer at Salon, and be…
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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…
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Catherine Lacey reads her story “Coconut Flan” from the October 13, 2025, issue of the magazine. Lacey is the author of five books of fiction, including the novels “Pew,” and “Biography of X,” both of which were short-listed for the Dylan Thomas Prize in 2021 and 2024, respectively. Her memoir and novella, “The Möbius Book,” was published earlier t…
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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…
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In this episode of The Stable Cyclist Podcast, JP is joined by professional gravel racer Justin McQuerry. Justin shares his journey from chasing a spot in the WorldTour to finding his home in the thriving world of gravel racing. Along the way, he opens up about the highs and lows of pursuing a career in cycling, and how the sport has evolved to pro…
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A lesson in connection with a plan to refresh our leadership team in Watford. Send questions and comments here ➡️ [email protected] Subscribe to my Podcast: https://audioboom.com/channels/4909728.rss Get a copy of my free eBook on spiritual disciplines, “How God grows His people”, sign up at my website: http://[www.malcolmcox.org](http://www.m…
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Today we’re going to replay a show from 2007. Barbara DeMarco-Barrett is joined by Elmore Leonard, an American novelist, short story author and screenwriter many of you are familiar with. He was, according to British journalist Anthony Lane, "hailed as one of the best crime writers in the land." Mostly working in the genres of westerns and crime, m…
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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…
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David Wright Faladé reads his story “Amarillo Boulevard,” from the October 6, 2025, issue of the magazine. Wright Faladé, the recipient of a Zora Neale Hurston/Richard Wright Award, is the author of a nonfiction book, “Fire on the Beach: Recovering the Lost Story of Richard Etheridge and the Pea Island Lifesavers,” and the novels “Black Cloud Risin…
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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…
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What happens when you turn a lecture hall into an escape room? In this episode of Podagogies, Brock University’s Arica Oliver and Mark Julien discuss how they've gamified human resources education. From puzzle-based test prep to navigating campus offices, their escape room activity blends competition, collaboration, and critical engagement with equ…
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Bruce Holsinger’s Culpability was Oprah’s big pick this summer. No surprise. It’s a novel that gives book clubs a lot of contemporary ethical issues to talk about. From self-driving cars to drones to chatbots, technology isn’t just changing our daily lives, it’s changing our laws, our relationships, our sense of self. And it’s reshaping the way we …
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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…
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Rivka Galchen reads her story “Unreasonable,” from the September 29, 2025, issue of the magazine. Galchen is the author of three books of fiction, including the story collection “American Innovations" and the novel “Everyone Knows Your Mother Is a Witch,” which was published in 2021. Learn about your ad choices: dovetail.prx.org/ad-choices…
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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…
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In this episode of The Stable Cyclist Podcast, JP is joined by the one and only Holy Spirit of Gravel — one of the most unique and recognizable voices in the gravel community. What began as a fun, anonymous account built on wit and cycling passion has quickly become a movement. The Spirit shares her story of how she fell in love with gravel, why sh…
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Today, the microphone turns on Writers on Writing founder and host Barbara DeMarco-Barrett. She joins Marrie Stone to talk about her latest story collection, Pool Fishing. Barbara’s venture into noir fiction began with the short story, “Crazy for You,” originally published in Akashic Book’s, Orange County Noir, later included in USA Noir: Best of t…
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Loving one another from the heart naturally leads us to pray for one another with joy—and that kind of prayer produces the fruit of spiritual maturity. In this sermon from Philippians 1:1–11, we explore how Paul’s joyful prayers for the Philippians flowed from their shared life in the gospel and how his purpose-driven prayers called them to deeper …
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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…
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T. Coraghessan Boyle reads his story “The Pool,” from the September 22, 2025, issue of the magazine. A winner of the Rea Award for the Short Story and the PEN/Malamud Prize in the short story, among others, Boyle has published more than thirty books of fiction, including the story collection “I Walk Between the Raindrops” and the novel “Blue Skies,…
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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…
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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…
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One Story Magazine Editor Patrick Ryan cut his teeth on the short story form. Author of the critically acclaimed collections The Dream Life of Astronauts and Send Me, Ryan has spent a career editing masters like Joy Williams, Colum McCann, Alice Munro and Ann Beattie. For forty years, he’s tried his hand at novels, but nothing stuck. Until now. Rya…
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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…
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