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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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Thumb Cramps

Sanspants Radio

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Thumb Cramps is a weekly video game review podcast hosted by Professional Gamers Joel Duscher and Jackson Baly as they are joined each week by special guests to take a look at what games they’ve been playing lately. New releases, retro games, AAA titles and even real life experiences are all equally judged and reviewed on Thumb Cramps. New episodes every Friday. Hosted on Acast. See acast.com/privacy for more information.
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DREAM. THINK. DO.

Mitch Matthews

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The DREAM THINK DO podcast gets YOU the stories, science and strategies you need to DREAM bigger, THINK better and DO more of what you were put on the planet to do! With guests like Brendon Burchard, Lewis Howes, Sara Haines, Michael Hyatt and Paula Faris, as well as deep dives from D.T.D.’s creator Mitch Matthews, you’ll be inspired and equipped to take your work and your life to new levels. Please subscribe below and leave a rating and review!
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Wicked Horror Show

Dorkening Podcast Network

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The "Wicked Horror Show” is where we interview horror celebrities and indie filmmakers. Recently we’ve had the likes of Kane Hodder, Dee Wallace, Sid Haig, Barbara Crampton, Lloyd Kaufman and many others. The show is produced LIVE in front of an online audience where viewers can ask questions to our guests.
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Are you a business owner, entrepreneur, or executive who's navigated a successful exit and now finds yourself wondering, “What’s next?” Hosted by Jerome Myers, Your NEXT is the ultimate podcast for those seeking not only financial success but deeper post-exit fulfillment, legacy-building, and a purpose-driven life after stepping away from their business. Each episode unpacks the emotional and psychological journey of life after a business exit, addressing the Founder’s Exit Paradox—the often ...
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What The Flick

Matt McMack

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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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In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five common mistakes advisors make when planning time off, including not setting expectations, failing to communicate effectively, and neglecting to have an emer…
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What if you could add $1M to your exit, without working extra years? Jerome Myers talks with Mahen Gundecha, a seasoned dealmaker, about how timing, positioning, and rolled equity can boost your exit value. Learn why most exits fail, what buyers want, and how to avoid costly delays. A must-listen for any founder thinking about an exit, now or years…
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There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and…
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Okay, DREAM THINK DOers… get ready! Because today’s guest is creating a new and inspiring path when it comes to embracing curiosity, thinking differently, and doing life in bold and unconventional ways. We’re talking with Anne-Laure Le Cunff. Anne-Laure is a powerhouse neuroscientist, entrepreneur, and the brilliant mind behind Ness Labs—a platform…
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This week on Thumb Cramps, May-Be This Game Is Good, Actually continues and they’re joined by their good friend Adam Carnevale to look at Balan Wonderworld for the PC. Oh, also, some of the biggest gaming news of 2025 with a hands-on preview of the Nintendo Switch 2 as well as reviews for Doom: The Dark Ages for the PS5 and The Elder Scrolls IV: Ob…
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On Food Talk with Dani Nierenberg, Dani speaks with Matthew Dillon, Co-CEO of the Organic Trade Association. They discuss why the organic label continues to resonate with eaters, what the budget cuts and staffing reductions at the U.S. Department of Agriculture could mean for food producers, and why support for organic agriculture remains so import…
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We are happy to welcome back friend of the show, Benjamin L. Newmark to talk about The Last Cabin Trapped in a remote cabin, a film crew finds themselves stalked by three masked men who know the isolated forest and their every moveThe Last Cabin is streaming over on Amazon! Go show some support and check it outhttps://www.amazon.com/.../B0DZDJWJ78/…
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Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice valuation and sales. They explore common misconceptions among advisors regarding their knowledge of financial metrics, the impact of market growth on practice valuation, and the challenges faced …
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In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry, emphasizing the importance of talent acquisition, cultural fit, and organic growth. They explore the challenges faced by smaller firms in competing with larger entities, the significance of compliance…
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What if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you t…
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We are super excited to welcome back Mark Cantu , Stanton Rutledge, Daniel John, and Kelley Rhea to talk about GRINDA group of college students host a midnight grindhouse film festival. They discover a cursed arthouse horror called "The Creeping Chaos". In classic horror fashion, they mistakenly screen the film and unleash absolute mayhem.https://y…
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In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer. Matthew and Micah discuss way…
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This week on Thumb Cramps, May-Be This Game Is Good, Actually continues and this time they’re joined by the third host of Thumb Cramps, Ruby Innes, to look at some misunderstood games including Bubsy: Paws on Fire for the PC, The Graveyard for the PC and Touch My Katamari for the Playstation Vita. You’ll never guess who’s coming to dinner and thank…
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On Food Talk with Dani Nierenberg, Dani speaks with Lisa Moon, President and CEO of The Global FoodBanking Network. They discuss the thriving grassroots network of food banks operating around the world, the large void left by foreign aid cuts, and the support that food banks offer communities as crises, from natural disasters to conflict, continue …
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In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving success. They explore the hard truths behind success, the necessity of practice, and the value of networking. The conversation also highlights the significance of continuous learning, measuring success thro…
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What if your team, not your revenue, is the key to a successful business exit? In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value. Learn how to turn your workforce into your strongest ass…
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We are thrilled to welcome actress, producer director Jennifer Stone to discuss the upcoming film BIRTHDAY BASH! You can go support the project over at https://igg.me/at/lucadyCxO5o/x#/Jennifer Michelle Stone II was born in Dallas TX June, 8 1984. She was always interested in entertaining from a young age. She would act out Saturday night live type…
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Food Tank, in partnership with the Sprouts Healthy Communities Foundation, recently hosted a special series on “Food is Medicine and Eating for Health.” This webinar features conversations from Part 2 of the event as panelists come together to discuss avenues to scale Food is Medicine programs at the state level, the importance of ensuring communit…
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In this throwback episode, Matthew and Micah revisit one of their most impactful conversations about adding real value during client meetings. Every advisor knows they need to meet with clients regularly but what do you actually say in those meetings to make them count? If you've ever struggled with that question, this episode is for you. The guys …
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This week on Thumb Cramps, it’s a brand new month so they’ve enlisted Cass Paige to help them revisit video games that got mixed or negative reviews from critics and wonder if May-be This Game Is Good, Actually. That’s right, it’s time to look at Lollipop Chainsaw for the Steam Deck, GearGrit DEMO for the PC and Pokemon Picross for the Nintendo 3DS…
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Food Tank, in partnership with the Sprouts Healthy Communities Foundation, recently hosted a special series on “Food is Medicine and Eating for Health.” This webinar features conversations from Part 1 of the event as panelists come together to discuss what it means to implement holistic approaches to improving access to healthy, nourishing foods; t…
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In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the …
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What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed aft…
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In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth. On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments wh…
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This week on Thumb Cramps, it’s April, and everyone’s favourite video game journalists are joined by The Weekly Planet’s very own Nick Mason to look at Indiana Jones and the Great Circle for the PS5, Stygian: Outer Gods for the PC and Return to Monkey Island for the Nintendo Switch. Plus the return of a fan favourite character and a pitch for all v…
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On Food Talk with Dani Nierenberg, Dani speaks with Dr. Ismahane Elouafi, Executive Managing Director of CGIAR, the world's largest global agricultural innovation network. They talk about the impact of global events on farmers, the hope that science brings and why it’s so important to invest in research, and the technology that will make careers in…
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This week, we are happy to welcome back a long-time friend of the show, James Balsamo, to talk about all things Bite School 2 and Acidbath Productions. This episode is sponsored by Deadly Grounds Coffee, head over to https://deadlygroundscoffee.com/ and grab a bag We are proud to be part of The Dorkening Podcast Networkhttps://www.thedorkeningpodca…
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In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance …
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What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of…
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In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass on value-add services that'll have you rethinking your client relationships faster than you can say "fiduciary responsibility." They dove into the art of creating one-page documents that sho…
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This week on Thumb Cramps, it’s April, and to celebrate the Thumb Cramps boys are joined by first time guest and video game farm expert Grace Jarvis to look at Game Over: a Musical RPG? for the PC, Hollow Knight for the Nintendo Switch and Stardew Valley for the Nintendo Switch. Plus cursed milk knowledge and the tricks to being good at comedy, all…
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On Food Talk with Dani Nierenberg, Dani speaks with Will Masters, a Professor in the Friedman School of Nutrition Science and Policy, with a secondary appointment in Tufts University's Department of Economics. They talk about U.S. tariffs on imported goods, how measuring the cost of a healthy diet can drive policy change, and the frustrating setbac…
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Today’s guest is Joe Byerly. He’s a rising voice in leadership and the founder of: “From the Green Notebook” — a podcast and blog that’s been inspiring leaders inside and outside the military for over a decade. Joe spent 20+ years in the U.S. Army, earning prestigious honors like: the Legion of Merit, multiple Bronze Stars, a Purple Heart and the G…
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In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to unprecedented heights—often doubling previous appraisals. They dive into the minds of today's buyers, revealing that the landscape is dominated by private equity firms operating as either integrat…
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In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to complex - where it might require a few extra cups of coffee. They reveal how these reports can transform …
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Most people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned le…
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In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for financial advisors. Catherine challenged advisors to move beyond the simple question of "Should I become an S-corp?" and instead dive deeper into the strategic considerations. Matt and Cather…
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This week on Thumb Cramps, it’s April, and to celebrate such a games filled month they’re joined by Steph Panecasio and Zac Naoum to look at Max Payne for the PS2 for the PS4 for the PS5, Echo Point Nova for the PC, Cube for the PC, Scooby Doo Monster Sandwich for the web browser and Helldivers 2 for the PS5. This is the episode Big Microphone didn…
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On Food Talk with Dani Nierenberg, Dani speaks with Andy Jarvis, Director for the Future of Food at the Bezos Earth Fund. They discuss the kind of solutions emerging in response to today’s crises, the need to re-orient existing money to drive food and agriculture systems transformation, and Jarvis’ faith in human ingenuity. Plus, hear about author …
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In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts through the complexity of S-Corp structures and tax planning, offering practical wisdom for professionals looking to optimize their financial approach. Cat…
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