The Perfect RIA

Matt Jarvis and Micah Shilanski don't just talk about running a successful advisory practice -- they actually run one. That credibility comes through in every episode of The Perfect RIA, which has racked up nearly 900 episodes since launching in 2018. The two CFPs have a natural back-and-forth that keeps things entertaining, but the real draw is their obsession with practical advice you can implement the same week you hear it. They'll break down how they handle client meetings, structure their calendars, set fees, and yes, how they manage to take extended time off without their businesses falling apart. That last point is actually central to their philosophy: building a practice that gives you your life back, not one that consumes it. Episodes tend to be punchy and action-oriented rather than theoretical. You'll hear them talk about valuations, retirement planning frameworks, meeting efficiency, and client retention with a bluntness that some advisors find refreshing and others might find a bit much. They also bring on guest experts regularly, though the best episodes are often just the two of them riffing on what's working right now. At 4.8 stars with over 460 ratings, this one has clearly struck a chord with advisors who are tired of vague motivational content and want someone to tell them exactly what to do on Monday morning.