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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 Femme on Collective is a podcast collective where we discuss issues or pop culture that interests us, with a feminist, female view. Hosts Ada, Alyson, Jess, Ria and Tonya bring their unique voices to a variety of subjects including books, film, TV, feminism, comics, fitness, activism and so much more.
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On Chicks in the Office, Ria and Fran keep you in the know on all things pop culture. The Chicks are the go-to source for entertainment news, TV and film recaps, and interviews featuring some of your favorite celebrities. You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Boost up your mind, boost up your life. Boost up with me every week as I share with you how I put up a brave face in every struggle that I've been through, what I've learned from those struggles, and how the right mentality made me make the right decisions. Plus! With a little bit (which means a lot) of philosophy.
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Cider Chat

Ria Windcaller: Award-winning Cidermaker, Podcaster | Craft Beer Columnist

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Interviewing cidermakers importers, orchardists, foodies, farmers and cider enthusiasts around the world. Let’s delve into the semantics of cider…or is it hard cider, cidre, sidra or fermented apple juice? The truth is out there in Ciderville and we are going to find it. We toast in celebration of cider; As a libation, a gift from the gods, a taste of terroir, and a hard pressed good time. Ready to quench your thirst? Grab a glass and join this chat! See you in Ciderville!
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The COO Roundtable

Coldstream Wealth Managment

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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The Robot Industry Podcast

Jim Beretta in partnership with A3 Association for Advancing Automation.

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Podcast for the Automation, Robotics and Manufacturing Industries by host, Jim Beretta. The podcast is partnered with A3 | RIA Robotics Industry Association. We discuss trends, innovation, and important tech for advanced manufacturing.
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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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second

ria mehra

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I'm made up of a whole another universe inside me, which consists mainly of my thoughts, my words, and things/people/anything basically that influences me, so yeah:)
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Step right into the world of R.K Achina – the ultimate podcast and pastor for all you "faith, hope, and transformation seekers" out there. Get ready to jump into super cool sermons, motivational talks, and Christ-centered teachings that empower your journey. Get ready to uncover the secrets of taking your spiritual journey to the next level and embracing your most awesome self. We're delving deep into topics like faith, hope, prayer, relationships and finding your rhythm in this journey we c ...
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Weekly episodes with Ria with the sole aim to help you break up with the mainstream madness and create a life which nourishes your soul instead. From creative ritual ideas, soulful conversations, alternative health tips, going off grid, insights on what we aren't taught about being human, spirituality and business tips for business owners who are committed to live life their way... no matter many times they go around in circles.
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Every 1st & 3rd Tuesday of the month the rising star Ellez Ria presents his new concept called Binaural Sessions a fresh two hour show with the best combination and selection of music, expect the best on Deep House, Techno, Progressive Trance, Psy and many more. Alongside with his monthly top guest Binaural will take you under the biggest additive journey. www.facebook.com/EllezRiaOfficial
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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My Pride Story by Ria

Living with Stories

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Tune in to Ria's pride story. This is brought to you by Living with Stories & Hubhopper as a part of the #MyPrideStory campaign. If you have a story to share, please write to us at thisislivingwithstories@gmail.com
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Running Industry Alliance (RIA) Podcast

Running Industry Alliance (RIA) Podcast

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This is the Running Industry Alliance (RIA) Podcast brought to you in association with supersonic. “The podcast will focus on meaningful running industry content, with listeners benefiting from useful information, data and action points that can help propel their businesses forward, sharing peer to peer knowledge whilst showcasing the running industry and advancements beneficial for all”. Originally the Running Industry Podcast (2020) hosted by Matt Ward, now having joined forces with RIA to ...
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Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Van Wie Financial. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your ...
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Life is so fast that we often forget to look back and be mesmerized by the steps we've conquered. I'm Ria, just an 18-year-old who wants to document the life I'm living. I'm here to unravel it all with you. The good, the bad, and in between. I welcome you to a warm seat, and a fresh glass of h2o. looking forward to many conversations with you :) Feel free to message me, I'd love to listen! all platforms are @ riasrecords
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Notable Nostalgia

Big Door Prize Media

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We grew up immersed in 90s culture and now that we're grown-ups it's time to revisit everything we loved from our childhoods. We'll be discussing a diverse set of topics including movies, TV, and other pop culture highlights of the decade from an LGBTQ+/BIPOC perspective. So zip up that fanny pack, feed your Tamagotchi and join us on our trip back to the 90s. Let's get nostalgic together! Twitter @notable90s Instagram @notable.nostalgia Facebook @notablenostalgia Email: notablenostalgia@bigd ...
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Each week, Rhode Island Avenue Radio hosts Michelle Yancey and Kyle Todd sit down to visit with area business owners, city leaders, small business training experts, and the visionaries that help our local commercial corridors grow and thrive. Tune in to learn about Rhode Island Avenue NE Main Street’s new businesses; learn about some of the not-so-secret business gems of the community; and get behind-the-scenes stories about innovative business ideas happening right here in our neighborhood.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Unpacking is a podcast that takes a closer look at the things we all experience in life - from love, food, healing and growth. Our goal is to provide listeners with thoughtful insight and discussion on these topics, in order to help us all unpack the good, the bad and the ugly. We want to elevate our collective consciousness by offering practical advice and inspiring stories that will help us all live our best lives. Hosted by Sharia, Unpacking is your go-to source for thought-provoking conv ...
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Are you frustrated by a lack of influence and discouraging circumstances? Do you feel overwhelmed with the challenge of achieving goals? Are you fighting self-limiting beliefs? It's time for a new chapter in your story! I provide personal and professional leadership development specifically for women so you can increase influence, develop leadership, and maximize results. Become the woman you are destined to be. Become the leader you are destined to be.®
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Muriel Siebert, the first woman member of the NYSE, said "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open." Wealth management is at a critical inflection point. Changing demographics are hitting up against traditional, stodgy attitudes and methods, and under-representation by women and people of color. We believe the industry can do better, and that it’s ready to. If you’re seeking hyper-growth, personal success and more fun in your w ...
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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top talent. On Monday, Matt and Micah emphasized that delivering massive value doesn't happen by chance. They advocated for dedicated business planning sessions that involve four key areas: analy…
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KC & NASHVILLE LIVE SHOW TICKETS > bit.ly/LFGTOUR. The Suite Life of Ria & Fran costume reveals (00:00-16:00). Zoë Kravitz & Channing Tatum split (17:06-21:24). Nina Dobrev & Shaun White engaged (21:25-29:25). DWTS Roundup: Alan Bersten & Emma Slater are ‘hooking up’ + Jenn Tran sent home (30:22-38:03). Beat Ria & Fran game 148: Halloween Edition w…
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Ria's questions is back!!!!!! It's another burning question from Ria's brain! There is a clear divide in the collective between the normal people who like fridge cold chocolate (Ria and Tonya) or the weirdos who eat room temperature chocolate (Alyson, Ada and Jess). Tell us, would you rather eat fridge cold chocolate or room temperature chocolate. …
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In this episode of the Kick It Open Podcast, hosts Shelby Nichol and Iyanna Harris engage in an insightful discussion with Becca Hajjar, Managing Principal and Chief Business Development Officer of Commonwealth Financial Network. They explore Becca's journey from a young finance enthusiast to a top leader in wealth management. Becca emphasizes the …
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Topics include: *The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs. *An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking. *How each indepen…
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In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuabl…
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In this episode, Jamie Shilanski pulls back the curtain on hiring in financial advisory firms. Diving headfirst into the talent pool, Jamie reveals why cookie-cutter recruiting doesn't cut it anymore. She challenges listeners to flip the script on traditional hiring methods, advocating for out-of-the-box strategies that can unearth hidden gems in u…
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Clients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building wealth management software, the problems advisors face as they scale, and how to manage client relations a…
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This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and provide an update on mortgage and long term bond rates. RESOURCES: Mob Rule humbledollar.com/2024/10/mob-rule/ Principles fo…
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Bringing Cider to Hungary: The Story of Abaliget Garden Projects In this episode of Cider Chat, we learn about the southwest Hungary, where Ancha Gergely is building Abaliget Garden Projects, her small-scale cidery focused on Hungarian apples, pears, and centuries-old varieties. Ancha’s journey began in England, where she developed a love for cider…
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KC & NASHVILLE LIVE SHOW TICKETS > bit.ly/LFGTOUR. We’re hitting the road for tour! (00:00-14:16). Kristin Cavallari says Britney Spears texted her about clone conspiracy (15:13-20:41). Outer Banks renewed for 5th and final season (20:42-27:56). Kim Kardashian receives backlash for wearing Princess Diana’s cross pendant (27:58-33:16). Pop Corner se…
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Remember remember the 5th ov November. That's right! ON today's episode, Jeff leads us on a review of the 2006 action movie "V for Vendetta" Andy and Jeff are joined by Anthony O'neal! You may remember him as a voice actor in Andy's and Ally's Munchie script. Grab something to drink (especially with it being election day!) get your favorite snacks …
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In this episode, Christopher Tan, CEO of Provident, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales and eventually to financial ser…
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Lit for Life is back! Our host Jess invites producer of the podcast Ria and smut-lover Brigitte to chat about Fourth Wing by Rebecca Yarros. We talk sex, dragon riders and how enjoyable the characters are in this romantic fantasy favourite. We save spoilers for the end, in case you're worried! If you love this, keep your eyes and ears peeled for mo…
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Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is headquartered in Tampa, FL, started as an OSJ on Raymond James’ platform, and currently has approximately $9.5 billion of client …
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KC & NASHVILLE LIVE SHOW TICKETS > bit.ly/LFGTOUR. Weekend recaps (00:00-23:43). Jason Kelce smashes troll’s phone after they called Travis Kelce a homophobic slur (24:31-32:42). Martha Stewart says Ryan Reynolds is “Not so funny in real life” (32:43-37:15). Olivia Rodrigo reveals her red flags (37:16-45:09). Celeb Halloween roundup (46:30-53:59). …
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Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned…
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On this week’s episode, we’re diving into private and public markets. If you’re curious about whether the flexibility of public equities or the strategic depth of private investments better aligns with your goals, you’re not alone. The world of investing offers so many avenues to build wealth, yet the right choice depends on your unique circumstanc…
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In this episode, Matt and Micah are sharing a secret of successful financial advisors: effective business planning. They challenge listeners to take a hard look at where they stand and where they're headed, arguing that this clarity is the compass for any successful journey in finance. Matt and Micah also emphasize aligning your professional goals …
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In this episode, we discuss how the upcoming election could affect retirement-related issues, including Social Security, Medicare, taxes, and other financial factors. Our financial advisor examines potential policy shifts and provides insights on what they could mean for those planning their retirement. If you're interested in how election outcomes…
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Here’s a question for you: On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action? If you answered anything less than an 8, you’re in good company. Most advisors spend way too much time meeting with prospects only to find out they aren’t a good fit. F…
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In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods. Monday's episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitc…
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n this episode, Tonya's guest Dr. Wendy Wimmer (author of the short story collection Entry Level) explains Plot Candy, reveals her discovery of Mr. Collins as a salty snack, and goes on a Ria-style Rant about her beef with Percy Bysshe Shelley. Wendy's book: https://www.goodreads.com/book/show/60557291-entry-level Wendy's website: http://www.wendyw…
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Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management. Together, they explore the differences between financi…
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Today's show highlights include: *The benefits of home office visits for both firms and advisors. *The importance of details when it comes to planning home office visits. *Why you should understand the in-person culture of a firm before making a decision. *The difference in production and creativity when people are working virtually vs. in-person. …
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In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The di…
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Discovering Domaine Johanna Cécillon: A Journey of Cider, Heritage, and Terroir Johanna Cécillon and her husband, Louis Cécillon, have deep ties in the world of fermented drinks, and are now merging their wine heritage with cider-making in Brittany. Domaine Johanna Cécillon, near Dinan, honors family tradition and innovation through biodynamic farm…
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KC & NASHVILLE LIVE SHOW TICKETS > bit.ly/LFGTOUR. Halloween costume prep (00:00-17:45). Armie Hammer has a podcast (18:47-25:17). Gisele Bündchen is pregnant with BF Joaquim Valente (25:18-28:52). Shawn Mendes speaks on his sexuality (28:53-34:44). Pop Corner segment: Answering your pop culture related voicemails! (35:51-1:10:12).CITO LINKS > bars…
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Here is our third bonus episode! These little nuggets of joy are called Nostalgia Nuggets! In the little nugget of an episode we reminisce about hard to come by VHS tapes, Walking home at night time, and having a better metabolism. Can Andy make it through the entire episode? Grab a drink, pop some popcorn and join us in this week's episode of Nota…
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KC & NASHVILLE LIVE SHOW TICKETS > bit.ly/LFGTOUR. Weekend recaps (00:00-25:53). Timothée Chalamet crashes Timothée Chalamet lookalike contest in NYC (26:48-32:30). Sophie Turner goes IG official with BF Peregrine Pearson (32:31-35:27). Taylor Swift brings out Sabrina Carpenter at the Eras Tour (35:28-42:36). Brooks Nader & Gleb’s “split” (42:37-45…
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Conversa con Marcos Maceira e Elsa Quintas (Presidente e Vicepresidenta da Mesa pola Normalización Lingüística) na Asociación cultural Roxin Roxal despois dos alarmantes dados do IGE publicados pasado 11 de outubro do 2024. Por vez primeira en séculos, o galego xa é o idioma minoritario na Galiza!! E é que o Galego, malia a súa teórica oficialidade…
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Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky’s path to l…
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On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.…
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Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Together, they unpack the complex and often controversial topic of Bitcoin and its potential impact on financial advisors. The conversation heats up as Matt…
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Palestra do filólogo Xosé Ramón Freixeiro Mato no 2024 sobre a historia da língua galega. Dun pasado brillante na Idade Media ao seu incerto futuro na actualidade. A propósito do libro do autor publicado pola Fundación Moncho Reboiras no 2023 "A estrela que nos guia. O galego entre un pasado brillante e un incerto futuro": "A lingua galega é o maio…
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This episode explores the 6 core issues that can shape your retirement. We'll cover important topics like savings management, tax considerations, healthcare costs, and investment strategies. Whether you're planning for retirement or already there, these key factors are worth understanding to help navigate your financial future with more clarity.…
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In 'Kick It Open,' host Shelby Nichol, co-host Iyana Harris, and guest Shannon Foreman discuss the transformative changes needed in wealth management for the growing number of women controlling significant wealth by 2030. The discussion emphasizes financial empowerment, personal growth, and the evolution of mentorship and coaching in the industry. …
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Thomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a w…
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Organizado pola AGLP (a Academia Galega da Língua Portuguesa) no 2021, celebrou-se este II Encontro sobre a situaçom do galego na atualidade. Teresa Moure é a moderadora dum debate no que participam diversos escritores e sociolingüístas como Celso Álvarez Cáccamo, Miguel Anxo Fernán Vello, Pilar Garcia Negro, Olivia Penas e Elias Torres Feijó.…
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The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read T…
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In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client relationships. Matt and Micah kicked off the week by emphasizing the importance of mastering essential skills to elevate your practice. They stressed the significance of setting clear expectations when …
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KC & NASHVILLE LIVE SHOW TICKETS > bit.ly/LFGTOUR. Answering your pop culture related voicemails! (1:44-38:38). Interview with Anna Kendrick – talking her new movie and directorial debut, ‘Woman of the Hour,’ her past roles, reality TV + more! (39:53-1:12:43). Beat Ria & Fran game 147 with Bridgette & Mazie (1:13:46-1:36:25).CITO LINKS > barstool.l…
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Encontro de distintos representantes do movimento associativo galego defensores da língua (Eliseu Mera pola AGAL, Marcos Maceira pola Mesa pola normalización, Santiago Quiroga pola Gentalha do Pichel, ou Antia Cortiças pola Fundaçom Cultural Artábria, etc...) sobre a situaçom do galego na atualidade, promovido pola AGLP (a Academia Galega da Língua…
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The small to mid-size business retirement plan market is a key growth opportunity for advisors who are looking to expand their client base and provide much-needed benefit solutions to a traditionally underserved segment. With all the new tax incentives for startup plans and state mandates to either offer a plan or have employees opted-in to a state…
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Palestra de Fran Zabaleta no 2022 sobre o século XIV na Galiza, a Grande Revolta Irmandinha e Xoán Branco. É autor do libro "Xoán Branco e a gran revolta irmandiña" Xoán Branco, notario e escribán de Betanzos, foi un dos dirixentes máis representativos da grande revolta irmandiña de1467 - 1469, o único capitán xeneral, que se saiba, que non procedí…
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