Best Steven Jarvis Podcasts (2025)

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Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314] 29:33

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3d ago29:33

29:33

In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and acquisitions (M&A) deals. They discuss the importance of accurate financial reporting, the nuances of EBITDA, and the potential red flags that can arise during the due diligence process. Steven em…

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Encore Episode: You Said What In A Client Meeting?! 30:34

6d ago30:34

30:34

One of our core tenets and values at TPR is reality, not theory. Matthew and Micah discuss how we get from a theoretical environment to a real environment especially when it comes to meetings with clients where we aim to deliver massive value. You will hear about the importance of the words you use in meetings as well as what you should be doing to…

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Not Everyone Needs a Niche [Episode 313] 27:26

10d ago27:26

27:26

In this episode, Micah and Jarvis discuss the concept of niching in the financial advisory space, exploring its importance, the distinction between advertising and marketing, and the journey of finding and developing a niche. They emphasize the need for advisors to understand their clients deeply, build trust, and take actionable steps towards esta…

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Encore episode - Client Segmentation 24:00

13d ago24:00

24:00

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn’t always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. S…

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Navigating the New Era of Financial Advisory With Peter Velardi 29:53

14d ago29:53

29:53

In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They explore the shift from traditional independent practices to a more consolidated model, emphasizing the importance of understanding the true value of fina…

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S02E26: The off-season is upon us soon. What can we expect from Drury this summer? We break it down. 1:09:56

14d ago1:09:56

1:09:56

We are 3 weeks away from the draft and free agency. How will Chris Drury approach the summer that will most likely define his tenure?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Work-Life Balance with Guest Dustin Frost [Episode 312] 30:27

17d ago30:27

30:27

In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur to running a successful tech company, his productivity strategies, and how he balances work and life. Dustin shares insights on building a strong team, accountability, and the importance of …

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Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate? 32:23

20d ago32:23

32:23

What happens when a prospect says, “I have time tomorrow at 2 pm”? In today’s episode, Matthew and Micah compare this situation to being put into a Jiu-Jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a w…

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Lean Learning and Building True Fans with Pat Flynn [Episode 311] 26:52

24d ago26:52

26:52

In this episode of TPR Podcast, we’re joined by legendary entrepreneur, content creator, and author Pat Flynn. Known for pioneering transparency in online business through his blog Smart Passive Income, Pat shares his journey from architecture to content empire, covering everything from personal finance blogging to Pokémon YouTube channels. Lean Le…

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Encore Episode: What Is The Perfect RIA? 26:03

27d ago26:03

26:03

In this Encore Episode Matt and Micah talk about how often you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you’re doing to your clients (or prospects) will allow them to recognize how much value …

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Navigating The M&A Landscape With Jessica Polito [Episode 310] 28:14

1M ago28:14

28:14

In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory space. They discuss the current trends in M&A, the importance of understanding deal terms, and the emotional journey of selling a business. The conversation highlights the significance of cont…

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Encore episode - Double Your Practice 20:03

1M ago20:03

20:03

In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and refl…

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The Art of Taking Time Off [Episode 309] 27:09

1M ago27:09

27:09

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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Encore episode - You Drank a Soda in a Client Meeting?!? 30:36

1M ago30:36

30:36

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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Bonus Episode: The Numbers Behind Financial Success 25:33

1M ago25:33

25:33

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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The Critical Role of Talent in Advisory Firms [Episode 308] 27:02

1M ago27:02

27:02

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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Encore episode - How Did I Lose $50,000 This Month!?! 27:29

2M ago27:29

27:29

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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S02E25: Mike Sullivan is the new head coach, and we recap the Wolf Pack with Keegan Jarvis 1:22:44

2M ago1:22:44

1:22:44

The New York Rangers have hired Mike Sullivan as the 38th head coach in franchise history. How will this affect the team? Is there cause for optimism or should we be patient? Keegan Jarvis also joins us to recap the Wolf Pack seasonBy Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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The Hard Truths of Success [Episode 307] 28:46

2M ago28:46

28:46

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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Encore episode - How To Communicate Your Value To Clients [Episode 172] 29:20

2M ago29:20

29:20

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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Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] 29:34

2M ago29:34

29:34

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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Relationship Currency: Converting Cash Flow Conversations into Client Loyalty 7:29

2M ago7:29

7:29

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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S02E24: Rangers post-mortem. Peter Laviolette was fired. What's next? 1:18:28

2M ago1:18:28

1:18:28

Chris Drury has relieved head coach Peter Laviolette and associate coach Phil Housley of their duties. Michael Peca and Dan Muse get the chance to apply for positions on the next coaching staff, while goalie coach Jeff Malcolm and skills coach Christian Hmura have been told they are safe. What does Drury do next? And how did the players respond to …

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Value Beyond The Meeting [Episode 305] 25:48

2M ago25:48

25:48

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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The Value-Add Ladder and Exit Strategies of the Ultra-Successful 8:06

2M ago8:06

8:06

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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Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino 32:16

2M ago32:16

32:16

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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Ranking Value Adds: Easy Wins and Game Changers [Episode 304] 26:00

2M ago26:00

26:00

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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Navigating Compliance and Cash Flow: The S-Corp Edition 4:58

3M ago4:58

4:58

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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S02E23: The season is over. Play-off hopes are dead. What's next? 55:55

3M ago55:55

55:55

The New York Rangers are 6 points out of a play-off spot with 5 games to go. Mathematically they're still in it, but everyone knows it's over. What now? What are the last 5 games going to show us?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303] 25:58

3M ago25:58

25:58

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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The Art of Firing Clients 5:49

3M ago5:49

5:49

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Micah about one of the most challenging aspects of running a financial advisory practice: knowing when—and how—to fire clients. The episode dove into practical strategies for managing client expectations, beginning with establishing clear communication policies. When c…

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Why Or When To Fire A Client [Episode 302] 27:35

3M ago27:35

27:35

In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They challenge the very notion that advisors can simply "fire" clients, arguing instead that you must first earn that right through consistent value delivery. They explore the fascinating psychology behind client-a…

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The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle 6:10

3M ago6:10

6:10

In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a reality check every advisor needs—your books might be messier than you think, and that could mean big trouble. However, delegation isn’t just to stay compliant but to also save time, money, a…

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S02E22: Where is the effort? And is it time to worry about Adam Fox? 1:07:02

3M ago1:07:02

1:07:02

The New York Rangers are edging closer to the end of the season. They are still in the race for the last wildcard spot, but do they even care? It's concerning that they can't even get more than 2 shots on goal in the first period in consecutive games. Where is the effort? And with the lackluster performance of Adam Fox, is it time to be concerned a…

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Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301] 29:41

3M ago29:41

29:41

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice. The conversation reveals the psychological…

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Culture, Clients, and Complementary Skills 5:22

3M ago5:22

5:22

In this week's Follow Up Friday, Amber Kuhn highlights succession planning and the lessons learned from a successful merger. On Monday, Matt sat down with Jenny Martella from Modera, who shared her remarkable journey of growing her advisory firm from $19 million to $250 million before joining a larger organization. Jenny reflected on the key lesson…

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S02E21: The Rangers start a home stretch after a post-deadline road trip, but fall short 50:36

3M ago50:36

50:36

Entering the final quarter of the season, the Rangers are in a 4-way battle for the final wildcard spot. But the lack of effort is concerning. What is going on at MSG? We break it down today!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300] 28:02

3M ago28:02

28:02

In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250 million before joining Modera is nothing short of inspirational. Jenny shares wisdom that goes beyond numbers, revealing how meaningful connections shaped her success story. She unpacks the s…

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Financial Undressing: What Your Practice Valuation is Really Wearing 8:25

3M ago8:25

8:25

In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world. Monday's episode featured Matt and Micah reflecting on insights from their recent mastermind event, where "financial undressing" revealed a fundamental truth: no two practices are alike. They challenged advisors to abandon the…

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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin 29:25

3M ago29:25

29:25

In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the financial advisory industry. They expose the gap between self-proclaimed M&A "experts" and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a medioc…

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S02E20: The trade deadline has passed and we're in the final stretch 1:25:15

3M ago1:25:15

1:25:15

The New York Rangers make several moves at the deadline and are now going into the final stretch of a play-off push. Will they make it? And how will the deadline acquisitions impact the future?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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You’re Not Taylor Swift [Episode 299] 22:42

4M ago22:42

22:42

In this episode of the Perfect RIA Podcast, hosts Micah Shilanski and Matthew Jarvis discuss humility and why even advisors with the fanciest letterheads need it. The duo dives into the ecosystem of advisory practices (spoiler alert: not all are created equal) and unpacks the sometimes brutal realities of mergers and acquisitions. Whether your prac…

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The Broken Dealer's Guide to Independence (And When to Stay Put) 5:33

4M ago5:33

5:33

Summary: In this week's Follow Up Friday, Amber Kuhn highlights one advisor’s journey going independent. On Monday, Matthew Jarvis welcomed Carmine Corino, CEO of Cornerstone Planning Group and author of the Amazon bestseller "Broken Dealer." Their conversation dove deep into the complexities of transitioning from traditional broker-dealer channels…

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The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298] 28:07

4M ago28:07

28:07

Summary: Ever wonder what happens when a seasoned financial advisor finally breaks free from the broker-dealer world? In this episode of the Perfect RIA podcast, Matthew Jarvis interviews Carmine Corino, author of 'Broken Dealer' and CEO of Cornerstone Planning Group. Carmine shares his compelling transition from the broker-dealer world to founding…

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Why Your Value Proposition Matters More Than Your Fee 5:40

4M ago5:40

5:40

In this week's Follow Up Friday, Amber Kuhn highlights the ever-present challenge of advisory fees and client perceptions. Matt and Micah emphasized on Monday that the fee conversation isn't just about the percentage – it's about the value delivered. While they acknowledged that a 1% fee might indeed be too high for an advisor who's not actively en…

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S02E19: The final push before the deadline takes a beating with injuries to Adam Fox and K'Andre Miller 53:58

4M ago53:58

53:58

The Rangers are back after the Four Nations break but despite 4 points in 3 games, there are concerns with a possible season-ending injury for Norris-defenseman Adam Fox. How will the Rangers handle his absence? And what does this mean for Drury's plans at the trade deadline?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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The Fees Are Only Up Because The Market Is Up… [Episode 297] 25:09

4M ago25:09

25:09

In this episode of The Perfect RIA podcast, Matt and Micah tackle the ever-present elephant in the room: advisor fees and the true value behind those dollar signs. They discuss how clients, naturally protective of their hard-earned wealth, often wrestle with the age-old question: "What am I really getting for my money?" Matt and Micah advocate for …

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S02E18: The Four Nations tournament was a HUGE success. How will it impact hockey moving forward? 1:07:32

4M ago1:07:32

1:07:32

The Four Nations success was everything the NHL wanted it to be, and more. It's the talking point for people who never watched a hockey game in their lives. How will this help grow the sport? And what does the NHL need to do to capitalize on this?We discuss all of that and more.By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

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Goal Setting Gone Right: Stop Faking It, Start Making It 6:24

4M ago6:24

6:24

In this week's Follow Up Friday, Amber Kuhn recaps an insightful conversation between Matt and executive coach Kristen Burke about the art and science of goal achievement. While many advisors start the year with enthusiasm, that initial energy often wanes as the first quarter progresses. Kristen, drawing from her extensive experience coaching advis…

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From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296] 31:42

4M ago31:42

31:42

In this episode of The Perfect RIA podcast, Matthew Jarvis and Kristin Burke tackle the often frustrating gap between setting goals and actually achieving them. They explore why many financial advisors' ambitious plans fall short and reveal the key elements that transform good intentions into tangible results. They unpack the four essential pillars…