• Why Two Advisors Decided to Spill Their Secrets

  • Feb 14 2025
  • Length: 6 mins
  • Podcast

Why Two Advisors Decided to Spill Their Secrets

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  • Summary

  • In this week's Follow Up Friday, Amber Kuhn highlights the origin story of why Matthew Jarvis and Micah Shilanski started The Perfect RIA. Matt and Micah revealed how the landscape of financial advising was once shrouded in mystery, with successful advisors keeping their strategies close to the chest, and they found themselves navigating through well-meaning but often theoretical advice from people who hadn't actually implemented what they were preaching. After years of trial and error, they discovered that their unconventional approach to running their practices, though criticized by industry standards, was working exceptionally well.

    Their commitment to transparency and real-world experience led to their first (albeit unreleased) podcast attempt, eventually evolving into the weekly show we know today. The heart of their message centered on the importance of community and the power of shared experience. The Perfect RIA has become more than just a podcast – it's a forcing mechanism for growth and a platform for industry transformation.

    Resources in today's episode:

    - Episode Website
    - Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]
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