The Perfect RIA

In this episode, Matt interviews Sam Flatten, a financial planner who has developed a unique approach to financial planning by leveraging technology while maintaining a strong understanding of traditional methods. Sam shares his background in the industry, the evolution of financial planning tools, and the importance of focusing on client outcomes. He discusses how he supports advisors by providing clarity and efficiency in their planning processes, emphasizing the need for a balance between technology and personal understanding in financial planning.
Revolutionizing Financial Planning with Sam Flatten
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Sam Flaten: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Micah and Matt discuss the critical relationship between fees and the value provided in financial planning. They emphasize the importance of understanding client needs and ensuring a good fit before discussing fees. The conversation highlights the significance of a structured prospect process that builds value before price, maintaining consistency in client interactions, and the necessity of following established processes to achieve successful outcomes. The hosts also stress the importance of transparency and the need for clients to understand the value they receive for the fees they pay.
Fees Are Never The Issue  [Episode 356]
- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, the hosts discuss the challenges faced by financial advisors in navigating IPO restrictions and compliance issues. They explore insights from the Carson Group regarding M&A trends, the importance of partnerships, and common missteps in valuation and deal structuring. The conversation highlights the significance of accurate financial representation, the impact of market conditions on business valuation, and the risks associated with middle market aggregators. The hosts emphasize the need for advisors to be prepared for potential sales and the evolution of Carson Group's business model in the advisory space.
The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan 
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Liam Heffernan: Website | LinkedIn
- Michael Belluomini: Website | LinkedIn
- Download the evaluation framework Carson uses to assess RIA growth!
- Learn More about our Coaching Programs

In this episode, Micah and Jarvis discuss the critical relationship between perceived value and fees in financial advising. They explore the concept of 'head trash'—the negative thoughts that can undermine an advisor's confidence in their value proposition. The conversation emphasizes the importance of conviction in one's value, strategies to enhance client relationships, and the necessity of maintaining a positive mindset. They also highlight the significance of a morning success ritual and the impact of surrounding oneself with the right influences. The episode concludes with a call to action for advisors to focus on delivering value rather than getting caught up in fee discussions.
Head Trash: Overcoming Mental Barriers in Advising  [Episode 355]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Matthew Daugherty shares his journey in financial planning, highlighting the impact of masterminds on his growth. He discusses the evolution of his practice, the importance of collaboration, and the shift in client dynamics as he moved from taking on any client to focusing on those who align with his firm's values. The conversation emphasizes accountability, personal growth, and the transformative power of coaching and peer support. In this conversation, Jarvis and Matthew discuss the transformative power of masterminds, the importance of accountability, and the commitment to personal and professional growth. They explore the challenges and successes of building a strong team, the role of coaching in achieving goals, and the significance of fostering relationships within mastermind groups. Matthew shares insights on launching a podcast, hiring a coach, and developing a training program for his team, emphasizing the value of investing in growth and learning.
Building a Collaborative Financial Firm With Matthew Daugherty 
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Matthew Daugherty: Website | LinkedIn
- Learn More about our Coaching Programs