Best Matthew Jarvis Podcasts (2025)

1
Encore episode - Client Segmentation 24:00

1d ago24:00

24:00

Client segmentation is the process by which you divide your clients up based on common characteristics (such as demographics or behaviors) so that you can serve those clients more effectively. However, client segmentation doesn’t always work in the advisory industry. In fact, it highlights another issue altogether: a failure to define your niche. S…

1
Navigating the New Era of Financial Advisory With Peter Velardi 29:53

3d ago29:53

29:53

In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They explore the shift from traditional independent practices to a more consolidated model, emphasizing the importance of understanding the true value of fina…

1
Work-Life Balance with Guest Dustin Frost [Episode 312] 30:27

6d ago30:27

30:27

In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur to running a successful tech company, his productivity strategies, and how he balances work and life. Dustin shares insights on building a strong team, accountability, and the importance of …

1
The Overlooked Leg of the Stool: Why Post-Exit Success is the Key to a Complete Exit Plan - Jerome Myers 56:14

6d ago56:14

56:14

What happens after the founder exits? Too often, regret, confusion, and loss of identity. In this powerful session from the Exit Planning Institute, Jerome Myers delivers a wake-up call: most exit plans ignore the human element. While others focus on finances and operations, Jerome highlights the missing pillar: personal planning. Press play and re…

1
Encore episode - Prospect Process - Must Schedule Right Now: Available or Desperate? 32:23

9d ago32:23

32:23

What happens when a prospect says, “I have time tomorrow at 2 pm”? In today’s episode, Matthew and Micah compare this situation to being put into a Jiu-Jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a w…

1
Lean Learning and Building True Fans with Pat Flynn [Episode 311] 26:52

13d ago26:52

26:52

In this episode of TPR Podcast, we’re joined by legendary entrepreneur, content creator, and author Pat Flynn. Known for pioneering transparency in online business through his blog Smart Passive Income, Pat shares his journey from architecture to content empire, covering everything from personal finance blogging to Pokémon YouTube channels. Lean Le…

1
No Regrets: Maximizing Wealth When Selling Your Business - Homer Smith 45:52

13d ago45:52

45:52

What if your exit could be the beginning of your best story, not the end? In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you’re years from selling your business or al…

1
Encore Episode: What Is The Perfect RIA? 26:03

16d ago26:03

26:03

In this Encore Episode Matt and Micah talk about how often you use financial phrases, terminology, or jargon that mean nothing to your clients or prospects? This is something that many advisors do not focus on enough. Verbally simplifying and breaking down what you’re doing to your clients (or prospects) will allow them to recognize how much value …

1
WHS presents: DEATHWOODS with cast and crew 58:47

16d ago58:47

58:47

We welcome Jake Kopronica, Scott Conner, KateLynn E. Newberry, and Anthony Dain to talk DEATHWOODS.A tragic event 20 years ago left a Tennessee town scarred. Local legends about that horrific night continue to haunt the town. A group ignores the warnings and goes camping in those woods, only to face the ghosts of the past one by one.https://youtu.b…

1
Navigating The M&A Landscape With Jessica Polito [Episode 310] 28:14

20d ago28:14

28:14

In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory space. They discuss the current trends in M&A, the importance of understanding deal terms, and the emotional journey of selling a business. The conversation highlights the significance of cont…

1
Fail Forward: Failure is the Tuition We Pay - Kasim Aslam 54:25

20d ago54:25

54:25

What if your biggest failures were the stepping stones to your greatest impact? In this raw and revealing episode, Jerome Myers sits down with Kasim Aslam, serial entrepreneur and founder of the world’s top-ranked Google Ads agency, to unpack his journey from troubled teen to 8-figure exit. With unmatched candor, Kasim shares the highs, the hard tr…

1
Encore episode - Double Your Practice 20:03

23d ago20:03

20:03

In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and refl…

1
The Art of Taking Time Off [Episode 309] 27:09

27d ago27:09

27:09

In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five common mistakes advisors make when planning time off, including not setting expectations, failing to communicate effectively, and neglecting to have an emer…

1
Exit Smarter, Sooner: The 3-Year Acceleration Strategy - Mahen Gundecha 40:21

27d ago40:21

40:21

What if you could add $1M to your exit, without working extra years? Jerome Myers talks with Mahen Gundecha, a seasoned dealmaker, about how timing, positioning, and rolled equity can boost your exit value. Learn why most exits fail, what buyers want, and how to avoid costly delays. A must-listen for any founder thinking about an exit, now or years…

1
Encore episode - You Drank a Soda in a Client Meeting?!? 30:36

30d ago30:36

30:36

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either adding to or detracting from the client experience, which is ultimately the determining factor in whether they hire you. So, in this episode, Micah and…

1
419: Rethinking Goals AND How We Achieve Them! – Curiosity, Neuroscience & Doing Life Differently GUEST: Neuroscientist and Bestselling Author - Anne-Laure Le Cunff 40:41

1M ago40:41

40:41

Okay, DREAM THINK DOers… get ready! Because today’s guest is creating a new and inspiring path when it comes to embracing curiosity, thinking differently, and doing life in bold and unconventional ways. We’re talking with Anne-Laure Le Cunff. Anne-Laure is a powerhouse neuroscientist, entrepreneur, and the brilliant mind behind Ness Labs—a platform…

1
WHS presents: Benjamin L. Newmark to talk about The Last Cabin 1:03:49

1M ago1:03:49

1:03:49

We are happy to welcome back friend of the show, Benjamin L. Newmark to talk about The Last Cabin Trapped in a remote cabin, a film crew finds themselves stalked by three masked men who know the isolated forest and their every moveThe Last Cabin is streaming over on Amazon! Go show some support and check it outhttps://www.amazon.com/.../B0DZDJWJ78/…

1
Bonus Episode: The Numbers Behind Financial Success 25:33

1M ago25:33

25:33

Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice valuation and sales. They explore common misconceptions among advisors regarding their knowledge of financial metrics, the impact of market growth on practice valuation, and the challenges faced …

1
The Critical Role of Talent in Advisory Firms [Episode 308] 27:02

1M ago27:02

27:02

In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry, emphasizing the importance of talent acquisition, cultural fit, and organic growth. They explore the challenges faced by smaller firms in competing with larger entities, the significance of compliance…

1
Be Sellable: How to Attract Your Ideal Buyer Before You’re Ready - Lorraine McGregor 45:59

1M ago45:59

45:59

What if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you t…

1
WHS presents: Mark Cantu , Stanton Rutledge, Daniel John, and Kelley Rhea with GRIND 1:00:10

1M ago1:00:10

1:00:10

We are super excited to welcome back Mark Cantu , Stanton Rutledge, Daniel John, and Kelley Rhea to talk about GRINDA group of college students host a midnight grindhouse film festival. They discover a cursed arthouse horror called "The Creeping Chaos". In classic horror fashion, they mistakenly screen the film and unleash absolute mayhem.https://y…

1
Encore episode - How Did I Lose $50,000 This Month!?! 27:29

1M ago27:29

27:29

In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer. Matthew and Micah discuss way…

1
The Hard Truths of Success [Episode 307] 28:46

1M ago28:46

28:46

In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving success. They explore the hard truths behind success, the necessity of practice, and the value of networking. The conversation also highlights the significance of continuous learning, measuring success thro…

1
Regret Proof Your Business Part 2 - David Shavzin & Maria Forbes 27:20

1M ago27:20

27:20

What if your team, not your revenue, is the key to a successful business exit? In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value. Learn how to turn your workforce into your strongest ass…

1
WHS presents: Jennifer Stone with BIRTHDAY BASH! 55:36

1M ago55:36

55:36

We are thrilled to welcome actress, producer director Jennifer Stone to discuss the upcoming film BIRTHDAY BASH! You can go support the project over at https://igg.me/at/lucadyCxO5o/x#/Jennifer Michelle Stone II was born in Dallas TX June, 8 1984. She was always interested in entertaining from a young age. She would act out Saturday night live type…

1
Encore episode - How To Communicate Your Value To Clients [Episode 172] 29:20

1M ago29:20

29:20

In this throwback episode, Matthew and Micah revisit one of their most impactful conversations about adding real value during client meetings. Every advisor knows they need to meet with clients regularly but what do you actually say in those meetings to make them count? If you've ever struggled with that question, this episode is for you. The guys …

1
Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306] 29:34

2M ago29:34

29:34

In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the …

1
Regret Proof Your Business Part 1 - David Shavzin & Maria Forbes 34:28

2M ago34:28

34:28

What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed aft…

1
Relationship Currency: Converting Cash Flow Conversations into Client Loyalty 7:29

2M ago7:29

7:29

In this week's Follow Up Friday, Amber Kuhn highlights what makes you invaluable to your clients and why you might be underestimating your own worth. On Monday, Matt and Micah kicked off the week by sharing real-world client experiences that showcase advisor value in action. Their first piece of wisdom? Start keeping a "value journal" of moments wh…

1
WHS presents: James Balsamo with Bite School 2 1:02:02

2M ago1:02:02

1:02:02

This week, we are happy to welcome back a long-time friend of the show, James Balsamo, to talk about all things Bite School 2 and Acidbath Productions. This episode is sponsored by Deadly Grounds Coffee, head over to https://deadlygroundscoffee.com/ and grab a bag We are proud to be part of The Dorkening Podcast Networkhttps://www.thedorkeningpodca…

1
Value Beyond The Meeting [Episode 305] 25:48

2M ago25:48

25:48

In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance …

1
Beyond Willpower: Designing Effective Forcing Mechanisms for Success - Matthew Jarvis 51:11

2M ago51:11

51:11

What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of…

1
The Value-Add Ladder and Exit Strategies of the Ultra-Successful 8:06

2M ago8:06

8:06

In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass on value-add services that'll have you rethinking your client relationships faster than you can say "fiduciary responsibility." They dove into the art of creating one-page documents that sho…

1
418: Forget the Grind: The Secret to Sustainable Success GUEST: Joe Byerly - Writer, Podcaster & Creator of “From the Green Notebook” 42:31

2M ago42:31

42:31

Today’s guest is Joe Byerly. He’s a rising voice in leadership and the founder of: “From the Green Notebook” — a podcast and blog that’s been inspiring leaders inside and outside the military for over a decade. Joe spent 20+ years in the U.S. Army, earning prestigious honors like: the Legion of Merit, multiple Bronze Stars, a Purple Heart and the G…

1
Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino 32:16

2M ago32:16

32:16

In this episode, Matthew Jarvis and Scott DiGiammarino from JPTD discuss the financial advisory practice marketplace where valuations have skyrocketed to unprecedented heights—often doubling previous appraisals. They dive into the minds of today's buyers, revealing that the landscape is dominated by private equity firms operating as either integrat…

1
Ranking Value Adds: Easy Wins and Game Changers [Episode 304] 26:00

2M ago26:00

26:00

In this episode of The Perfect RIA podcast, Matt and Micah dive into the world of value adds – those extra touches that keep clients from heading for the exit. The duo serves up a practical ranking system, categorizing value adds from simple to complex - where it might require a few extra cups of coffee. They reveal how these reports can transform …

1
Paychecks to Purpose: The 8 Exits of a Founder - Jerome Myers 1:00:43

2M ago1:00:43

1:00:43

Most people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned le…

1
Navigating Compliance and Cash Flow: The S-Corp Edition 4:58

2M ago4:58

4:58

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Catharine Tindall to unravel the complexities of S-corporation structures for financial advisors. Catherine challenged advisors to move beyond the simple question of "Should I become an S-corp?" and instead dive deeper into the strategic considerations. Matt and Cather…

1
WHS: Horror News and poop shootin 1:14:34

2M ago1:14:34

1:14:34

No super special guest this week, just a bunch O guys talking horror news and shooting the poop

1
Balatro (again) | Gamey Gamey Game 1:17:43

2M ago1:17:43

1:17:43

This week Evan is joined by Naomi Higgins, Elliot Ulm and Harry Jun to talk about Balatro again and the Switch 2! Make sure you subscribe! ► http://gameygame.com/sub Stream live on Twitch! ► / gameygameyshow Support us on Patreon ► / gameygame Check out our clips channel ► http://gameygame.com/clips Facebook: / gameygameyshow Twitter: / gameygameys…

1
The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303] 25:58

2M ago25:58

25:58

In this episode of The Perfect RIA, Matthew Jarvis and Catherine Tindall, CPA ,explore the intricate world of tax strategies specifically tailored for financial advisors. Their conversation cuts through the complexity of S-Corp structures and tax planning, offering practical wisdom for professionals looking to optimize their financial approach. Cat…

1
Letting Go on Purpose: A Founder’s Guide to Exiting Right with Julie Cole 43:51

2M ago43:51

43:51

What happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabel’s Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister’s basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexi…

1
The Art of Firing Clients 5:49

2M ago5:49

5:49

In this week's Follow Up Friday, Amber Kuhn recaps a discussion between Matt and Micah about one of the most challenging aspects of running a financial advisory practice: knowing when—and how—to fire clients. The episode dove into practical strategies for managing client expectations, beginning with establishing clear communication policies. When c…

1
Why Or When To Fire A Client [Episode 302] 27:35

3M ago27:35

27:35

In this episode of the Perfect RIA Podcast, Matt and Micah tackle the delicate dance of knowing when—and how—to part ways with clients. They challenge the very notion that advisors can simply "fire" clients, arguing instead that you must first earn that right through consistent value delivery. They explore the fascinating psychology behind client-a…

1
Think Long-Term: The Key to Winning at Taxes - Steven Jarvis 39:36

3M ago39:36

39:36

How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax saving…

1
The Advisor's Time Trap: Escaping the DIY Bookkeeping Cycle 6:10

3M ago6:10

6:10

In this week's Follow Up Friday, Amber Kuhn highlights the impact of delegating your bookkeeping. On Monday, Matt and Duff Tucker from BELAY kicked off with a reality check every advisor needs—your books might be messier than you think, and that could mean big trouble. However, delegation isn’t just to stay compliant but to also save time, money, a…

1
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301] 29:41

3M ago29:41

29:41

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Duff Tucker from BELAY to tackle a topic that makes many financial advisors squirm: bookkeeping delegation. They dive into why clean books aren't just about avoiding audit headaches but are fundamental to running a thriving practice. The conversation reveals the psychological…

1
Mind Over Money: Managing the Emotional Rollercoaster of Exiting - Jerome Myers 48:06

3M ago48:06

48:06

Selling a business is often seen as the ultimate victory, but what happens when the excitement fades and uncertainty sets in? In this episode, Jerome Myers, America's leading exit authority, uncovers founders' emotional and psychological challenges after selling their businesses. Many assume financial freedom will bring fulfillment, only to feel lo…

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