The Perfect RIA

In this episode, Micah and Matt discuss the critical role of setting client expectations in financial advising, particularly in the context of estate planning. They explore how unspoken expectations can lead to frustrations and resentments, emphasizing the importance of clear communication. The conversation delves into the challenges advisors face in setting expectations, the necessity of transparency, and how business decisions can impact client trust. The hosts provide actionable insights for advisors to improve their practices by establishing clear expectations and maintaining open lines of communication with clients.
Don't Worry, The Estate Planning is Done  [Episode 360]
Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable compensation, and the importance of taking a holistic approach to tax strategy. Brad emphasizes the need for effective communication with clients, especially during tax season, and shares insights on how financial advisors and CPAs can collaborate more effectively. The conversation also touches on the infighting within the financial advisory space regarding fee structures and the importance of understanding each other's roles. In this conversation, Brad Wooten, CPA, shares insights on the financial advisory industry, emphasizing the importance of clarity in roles and services offered. He discusses the challenges of balancing work and family life, particularly during tax season, and how he manages to maintain a healthy schedule. Brad also delves into his approach to fee structures and client relationships, explaining how he navigates fee increases and client expectations. Finally, he reflects on the impact of deadlines on productivity, particularly in the context of tax season, and how he leverages this to enhance his efficiency.
Decoding Financial Advisory Roles With Brad Wooten
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Brad Wooten Website | LinkedIn
- Learn More about our Coaching Programs
- The Summit 2026

In this episode of the TPR Podcast, Micah and Matt delve into the critical aspects of client onboarding and fee presentation in financial advisory. They discuss the common 'head trash' advisors face regarding their fees and the importance of understanding one's value. The conversation emphasizes the need for a solid onboarding process, building confidence in fee discussions, and the role of professional development and practice in achieving success. The hosts also highlight the significance of establishing clear rules for client interactions and the transformative power of masterminds in enhancing advisory practices.
Confidence Comes From Repetitions  [Episode 359]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Matthew and Peter from JPTD discuss the current landscape of financial advisory practices, focusing on the role of private equity, the impact of capital deployment on growth, and the challenges faced by advisors in an increasingly consolidated market. They explore the implications of AI on the industry, the ongoing wealth transfer between generations, and the importance of professional guidance in navigating M&A decisions. The conversation highlights the evolving nature of advisory practices and the potential for growth and success in the current environment.
Capital Deployment and Growth Strategies With Peter Velardi
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- PeterVelardi: Website | LinkedIn
- Get your practice valuation here
- Learn More about our Coaching Programs

In this episode, Micah and Matt discuss the importance of data tracking in marketing for financial advisors. They emphasize that many advisors are not truly marketing but rather guessing due to a lack of concrete data. The conversation explores the discomfort associated with accountability and the necessity of tracking metrics to ensure success. They also delve into the significance of practicing presentations and preparing for objections to enhance effectiveness in client interactions. In this conversation, Micah and Jarvis discuss the intricacies of engaging an audience during presentations, particularly in the context of financial seminars. They emphasize the importance of warming up the audience, preparing for unexpected scenarios, and the necessity of tracking performance metrics to improve future events. The dialogue highlights strategies for effective communication, addressing audience concerns, and the significance of practice in delivering impactful presentations.
You're Not Marketing, You're Guessing  [Episode 358]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs