This is the best podcast out there if you are a financial advisor. Period. And I listen to pretty much all of them out there. I don’t re-listen to podcasts and I have listened to several of these episodes 2 or 3 times. The Michael Kitces podcast has finally been dethroned. Bradley Kolowski, CFP

I love Jaime’s episodes. I’ve been in the business over thirty years and she fires me up. My only constructive feedback and I am likely the lone voice is why does she continually need to drop the “sh…” bomb. I cringe and roll my eyes every time. For one who inspires us to strive for perfection, why does she slump to vulgarity. Is she that vulgar with clients? Is it that hard to take the extra thought and effort to craft positive strong persuasive language without sounding like a bunch of middle school boys on the street corner? Someone once said “vulgarity is the effort of a weak mind trying to express itself “ The constant “sh…” doesn’t sound strong. It sounds weak and diminishes your message My two cents , love all :)

Actionable ideas from people in the trenches doing the work with clients!

Matt and Micah delivery highly effective strategies straight from the front lines. It’s not possible to express how much my own practice (and mindset) have grown from this podcast. BUT The most impactful episodes are when Jamie speaks in the “Worlds to Conquer” episodes. She brings the heat and has multiple mic drop moments in each episode. When I listen to her episodes, I’m ready to go run 5 miles and change the world.

OMG, I work 12 minutes a year and make sooooo much $$$. I charge 1.75%-2% and somehow I can sleep at night. “Fiduciary” = license to steal. Learn how to charge MORE; earn MORE and work LESS while convincing your clients to fund your 50 weeks of vacation/year because you add sooooo much “value”. Puke 🤢

Thank you for interviewing Amyr on your podcast about advisors that bail on their succession plan and the result can be a new great opportunity. I just went through the same terrible experience that he went through early in his career. Literally, 3 days ago. Although! I am diving head first into prospecting and have 12 months to replace my salary. I really appreciate your constant advice with real stories that relate well. I’m glad I’m not the only one. Thanks again for being awesome.

I’ve been waiting so long for a podcast where advisors, in the heat of the action provide the advisor experience to other advisors! A must listen if you are in the profession.

After finding this podcast, and implementing a lot that Micah and Matthew talk about, my business and effectiveness took off. I deliver more value to clients, take way more time off and have doubled my revenue in two years

If you are looking for an investment advisory business that creates massive value for clients then this podcast is a must listen. The amount of pure gold and actionable advice is incredible. These guys are at the tip of the spear and way ahead of the game if you are looking for a highly profitable lifestyle practice.

The clear way they communicate how to take retirement income is just genius!

Matthew and Micah provide so many great ideas. Love this podcast!

Matt and Micah deliver MASSIVE VALUE through this podcast!

Such an amazing podcast for financial advisors! Great, practical advice to take your practice to the next level.

Show after show there are great tips, ideas and best practices to help advisors deliver massive value to their clients. Even with shows that I think will not have anything for me still end up delivering an idea or two that I can use to get better at my craft.

Heard Jarvis on Kitces podcast on my way to Vermont for a snowboarding trip. Heard the line “only onboarding clients with 500k accounts and of course a bunch of people come in with 450k” . I yelped out loud laughing …as people in the car looked at me like I was on drugs finding such a statement so funny. However I’ve been listening to this podcast for months now and have implemented a few things in my client presentations and I immediately have seen the positive effects. I am going to be working on my own guardrails presentation . I have also just purchased Jarvis book on Amazon and will be reading that as well. Thanks for putting out the amazing content !

Micah and Matthew are simply brilliant when it comes to running an efficient RIA. Any Advisor looking to improvise must listen to every single episode as soon as possible.

Matt and Micah are do a great job of sharing their expertise with the world. Happy to be part of The Perfect RIA Nation. Keep up the great work!

If you are in the financial planning world this is a must liten podcast!

Matt & Micah design these episodes methodically well, with the ending ALWAYS about taking action. The average episode length is perfect to keep me focused and engaged. I appreciate their thought leadership in building and maintains an ideal practice.

Great content. Worth every minute. And I love the action items at the end of the podcast. Keep up the good work! (And keep out the head trash. You are crushing it)

Awesome content!

I’m not yet running my own firm but will in the future. This podcast is filled with amazing content and some great advice even for advisors who are working for a firm but not yet running their own. Thank you for bringing to our ears! Great work guys!!

Wow, I sorely regret not finding this sooner or else I would already be in on the backstage pass rather than still being on the waiting list, ugh! I have been an avid listener of podcasts for the last couple of years but had yet to find one before this that does a deep dive of a practice and then gives away their best ideas. The podcasts Matt and Micha put out on taxes opened my eyes to a new world of adding value to a clients situation I never knew before. The dozens of tax returns that I have so far for this year I was easily able to find value and deliver that to the client. Ideas like this have been sooo beneficial. And guys, seriously open up the backstage pass so I can get even more content from you. Thanks for all you do!!!!

While I listened avidly to the Perfect RIA when I was at a huge wirehouse and got much more value out of listening than the time I spent listening to the podcast (ha) but now that we are on the RIA side I listen to even more obsessively! Micah and Matthew have different styles which helps a ton, and I highly recommend anyone serious about transforming their business and practice not only listen to this podcast but sign up for the backstage pass membership which has also been incredibly helpful.

Really solid podcast for financial planners. Highly recommended!

Matthew and Micah are awesome hosts who bring on very knowledgeable guests, highly recommend the listen!

These guys are legit. Love them!

Thanks again Matthew, Micah and Taylor - such helpful infirmation. Great action items to help Advisors provide a better experience for our clients.

The timing, humor and actual helpful tips in this podcast has helped me focus on the things necessary to build my practice from here. After hitting a plateau, their advice is extremely helpful.

Finally a podcast BY successful advisors for all of us aspiring advisors.

Matthew is my clear favorite, but Mikah is good too and keeps Matt on his toes.

This has to be a top / must listen to for all advisors or business owners!!!

The best podcast for an RIA. Actionable items every time and the reason why you need to do them.

Micah and Matthew seem to grab all these ideas swimming in my head and put them in a podcast. Great action items!

Thanks guys. Always several tidbits to take away from your podcasts. Keep up the good work!

Awesome hosts, great actionable advice even if your firm looks very different than theirs. Definitely five stars.

Very good ideas, that are possible to implement.

I have been “in the process of starting my business” for two years. I now have a solid track to follow that has allowed me to increase my capacity for serving clients bc I am no longer reinventing any wheels!

Love all the ideas to add more value to our clients!

In a world of old-school advisors who show up 40 hours a week and barely provide any value, you guys are such an adrenaline shot! Thank you for making me feel it’s OK to provide massive value outside of the traditional areas of focus. Please do a podcast on how implement Scalable Value Adds!! Thanks again!

Hey, you guys are the best thing since sliced bread. So happy you are back from your vacation from Hawaii or are doing your podcast from your RV because you supposedly have figured it all out. Give it a rest.

Matthew and Michael are incredible resources to the advising profession. I’m so thankful for their insights and look forward to every episode.

I learn something new on each podcast. Thank you Micah and Matt. You challenge and inspire me.

This podcast is excellent and provides actionable ideas to implement into practice. I don’t miss a week!

I am not a financial planner nor do I have plans of becoming one but I have listened to several episodes of the Perfect RIA Podcast. Matt and Micah give great insights into how they run their businesses and provide actionable advice for advisers that is also applicable to other things in life. I am also better prepared to understand the perspectives of my adviser which is a win for both of us. Great podcast.

When I first heard Matt and Micah’s separate episodes on the Kitces’ podcast, I mentally earmarked them to go back to because of all the great gems they shared. I’ve listened to each of their episodes at least a few times and have gotten tremendous value out of them. Once I discovered their own podcast, I had to check it out, and now I look forward to listening and learning during my commute every day. Really great content!

Matt and Micah provide great content that I find helpful in running our RIA. I have participated in Matt’s coaching program and the ideas I’ve implemented have been effective at helping me increase our revenue while also living a high quality lifestyle. Well done!

These guys have some radical ideas about life and business that motivate me to act. You can tell they’ve done their own personal work, but they are driven and curious and intense and I love to listen. They keep me up leveling. Jarvis helped me hack my email addiction and ruthlessly delegate to my office manager and I cut my hours in HALF in 2019 - and still grew my business and my income and improved my client’s experience. This stuff works! - Tanya Nichols

This podcast probably has the best information on how to run an effective RIA that I have ever heard. Just amazing guys, thank you!

This is my favorite podcast. As a young RIA firm owner 3 years in, it has helped me stay focused on my business. -Always excellent!