The Perfect RIA

In this episode, Matthew Jarvis welcomes Stevyn Guinnip, founder of Grow Wellthy, to discuss why health belongs in the retirement planning conversation. Stevyn explains how advisors can use a simple self-assessment to invite clients to share concerns and connect those concerns to financial goals, without stepping into the role of a healthcare professional. They explore the difference between lifespan and healthspan, the financial implications of declining health, and ways to budget for wellbeing and a safer home. The conversation also covers tracking health trends, the tools Stevyn uses with clients, and the value of personalized support. Matthew and Stevyn encourage advisors to give their own health the same thoughtful attention they bring to managing wealth. Treating Health as an Asset With Stevyn Guinnip Resources - Matt Jarvis: Website | LinkedIn - Stevyn Guinnip: Website | LinkedIn - Grow Wellthy book - Learn More about our Coaching Programs

In this episode, Matthew Jarvis welcomes Michael Belluomini and Liam Heffernan of Carson Group to explore how partnerships can help advisors grow beyond the limits of a small practice. They discuss why owners consider acquisitions well before retirement, including access to specialized teams, operational support, and career opportunities for employees. Michael and Liam explain the work behind sourcing, evaluating, and integrating acquisitions, along with the different ways advisors can partner with Carson. The conversation also covers cultural fit, recruiting talent, and recognizing when building every capability yourself limits growth. They encourage advisors to explore their options early and consider what a partnership could make possible for their clients, teams, and businesses. Exploring your options early also means understanding what drives your firm's value. In Unlocking Massive Value, Matthew Jarvis and Micah Shilanski draw on their firsthand experience selling their firms to help advisors prepare for a successful sale. The book breaks down 18 mistakes advisors should avoid, offering insights to help you protect and strengthen the value of your business even if selling isn't on your radar yet.   Growing Beyond Capacity With Michael Belluomini and Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Unlocking Massive Value - Connect with Carson Group - Register for THE SUMMIT 2027 - Learn More about our Coaching Programs

In this episode, Matthew and Micah examine how advisors unintentionally make their teams' jobs harder, especially during Surge meetings. They explain why requesting paperwork and then ignoring it undermines morale, and why clear systems work better than relying on willpower. From separating essential tasks from optional preparation to putting signature pages where they cannot be missed, they share ways to make follow-through easier. Matthew and Micah also discuss helping team members understand how their work benefits clients through role-playing, meeting observation, and specific recognition. They close with practical ideas for collecting improvements during Surge, reviewing them afterward, and asking your team what you are doing that makes their work harder. Stop Sabotaging Your Team [Episode 369] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Get the Surge Toolkit - Learn More about our Coaching Programs  

In this episode, Matthew Jarvis welcomes Greg Witz of Witz Education to explore why well-intended conversations can turn into frustration, conflict, or withdrawal. Greg introduces a communication framework built around parent, adult, and child ego states, explaining how recognizing these patterns can help advisors respond more intentionally. Through examples from work and family life, they discuss the limits of telling people what to do and the value of asking sincere questions that create understanding. Greg also shares how to approach feedback with a clear objective, take responsibility for your communication, and use a four-second pause before reacting. The conversation offers practical ways to improve interactions with clients, team members, and the people closest to you. Better Conversations Through Self-Awareness With Greg Witz Resources in today's episode: Resources - Matt Jarvis: Website | LinkedIn - Greg Witz: Website | LinkedIn - Learn More about our Coaching Programs

In this episode, Matt and Micah explain how to handle client questions about fees without becoming defensive or assuming the relationship is at risk. Using a question from a longtime client, Micah walks through how he prepares, clarifies the concern, and incorporates the conversation into the meeting agenda. They discuss why consistent value delivery and a steady flow of prospects help advisors approach these conversations with confidence. Matthew and Micah also explore how a menu of services and a forward-looking planning cycle can make ongoing value more visible. The episode closes with a reminder to practice difficult conversations and welcome fee questions as an opportunity to help clients make informed decisions. What to Say When Clients Ask About Fees [Episode 369] Resources - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Get the Surge Toolkit - Learn More about our Coaching Programs