The Perfect RIA

In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Registered Investment Advisor (RIA) model. They explore the realistic timeframes for making the move, the importance of due diligence, and the various options available, including RIA platforms. Shelby emphasizes the significance of proper messaging and client retention during the transition, as well as the necessity of compliance and the benefits of hiring a compliance consultant. The conversation also highlights the RIA Launch Accelerator program, designed to assist advisors in navigating the transition process effectively.
Client Retention Strategies With Shelby Nicholl [Episode 345]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Shelby Nichol: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode of the TPR  podcast, Matthew Jarvis interviews Joe Curry, a financial advisor specializing in retirement planning. Joseph shares his journey of growth, the importance of niche marketing, and the commitment to consistent content creation through his podcast. He discusses the challenges of transitioning clients, implementing efficient systems, and learning from mistakes. Joe emphasizes the significance of having a clear focus and the impact of accountability in achieving success in the financial advisory space.
The Power of Niche With Joe Curry
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Joe Curry: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of effective marketing strategies. He emphasizes the need for small business owners to focus on their ideal customers, delegate tasks, and leverage virtual assistants to enhance their marketing efforts. The conversation also highlights the significance of thought leadership, creating moments of surprise for clients, and building effective marketing funnels to engage prospects. Ryan shares practical advice for advisors to differentiate themselves in a competitive market and maximize their time spent on high-value activities.
Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Ryan Fitzgerald: Website | LinkedIn

In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi
discuss the intricacies of negotiating deal terms, the importance of understanding earn outs, and the value of professional negotiation in the financial advisory space. They explore how advisors can design their job descriptions post-transition, the risks of going directly to firms without representation, and the potential pitfalls of waiting to sell a practice. The conversation emphasizes the current seller's market and the importance of confidentiality in the valuation process, providing insights for advisors considering their options.
Negotiating Deal Terms With Peter Velardi
Resources in today's episode:
Resources:

- Matt Jarvis: Website | LinkedIn
- Peter Velardi: Website | LinkedIn
- Get your practice valuation here

In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and capacity. They explore the idea of a 'money thermostat' that limits advisors' perceptions of their success and the importance of recognizing real limitations versus self-imposed barriers. The conversation delves into the fear of prospecting and how it can hinder growth, emphasizing actionable steps advisors can take to overcome these challenges and deliver more value to their clients.
Stop Defending Your Head Trash! [Episode 343]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs