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The Earthlings Podcast takes a look at the big issues facing humanity in the early 21st century and our relationship to our environment, technology, and each other. Each episode, award-winning journalist, and former NPR reporter Lisa Ann Pinkerton hosts experts, scientists, and leaders working to solve the world’s biggest challenges. Together, they cover wide-ranging topics including environmental solutions, emerging technologies, what the future might look like, and more. Support us on Patr ...
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The all-round digital marketing podcast designed to help people of all experience/skill levels become better at their jobs. Tips and tricks from top marketing experts delivered right to your ears. Welcome to the "Azeem Digital Asks" digital marketing podcast, hosted by me, Azeem. Over the course of this podcast, I'll be talking to some of the top marketers in the industry and learning more about them, and getting some really useful marketing tips from them to help you too! If you're interest ...
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The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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Welcome to the Brave UX with Brendan Jarvis podcast, your go-to destination for exploring the intersection of UX research, design, and product. Do you share a passion for developing and launching products that deliver superior and ethical experiences? If so, join your host, Brendan Jarvis, as he talks to industry and thought leaders in UX, product management, and product design. Get inspired and informed, and challenge yourself to become a better leader and think outside the canvas, both in ...
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The Jeff Richards Show features interviews with some of today’s greatest comedians and celebrities; the premise is each episode, Richards – the host – is mysteriously absent, replaced last minute by a celebrity replacement host (played by Richards.)
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In this week’s recap episode, Amber first revisits Monday's show featuring Dan Murphy from Commonwealth, who shared valuable perspectives on fostering transformational growth and delivering exceptional value in today's evolving advisory landscape. Dan introduces the intriguing concept of the "experience economy" and offers practical strategies for …
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Are you battling the value and fee demons? In this episode, Jamie Shilanski dives into head trash—those nagging doubts and fears that keep advisors from showcasing their true worth. Jamie shares how delivering knock-your-socks-off client experiences isn't just good service—it's a marketing tactic. Jamie discusses the stages of an advisor's career—f…
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Hello Earthlings! For this week’s episode, we talk with Patrick Macdonald-King, CEO of Greenlane, who sheds light on the transformative potential of electrifying freight routes. With strategic partnerships from industry giants like Daimler, NextEra, and BlackRock, Greenlane is leading the charge in revolutionizing the trucking industry by developin…
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Q Walker draws a line between circus and UX, shares their experience of being cyber stalked, and unpacks the IA intricacies of emojis. Highlights include: What can designers learn from circus performers? Why did you start researching the information architecture of emojis? Are changes to emojis a form of benevolent censorship? What makes the presen…
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In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory! Dan walks through the "Experience Economy," revealing how advisors can…
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Had to check out another great pinball location in Ohio. This time it was Canton, Ohio for the Sweeper City Pinball Championships put on by Galvin Morgan and others. Fun times had by all, and you can hear some of the participants including: – Jeff Cernava – Carlos DeLaSerda – Nic Shayko – Krista & Nolan Liem – Stephen Prusa – Dalton Ely…
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In this episode, Amber recaps two insightful discussions into the heart of success for financial advisors. Monday's conversation featured Dr. Andy Garrett, a licensed clinical psychologist, who joined Matt to explore the often-overlooked internal aspects of achievement. Dr. Andy shared his expertise on reconnecting individuals with their core value…
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On this episode we have the amazing Paris Heinen! Author, coach, and down right great human! More on Paris... My Personal Journey: I am an accomplished coach and the author of the transformative book and workbook, Always On Your Side: Power of 13 - Your Common Sense Guide to Health and Wellness. My journey began with post-wedding weight gain, leadi…
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In this episode, Jamie Shilanski unveils a roadmap to success for financial advisors aiming to scale their practices. She outlines three crucial stages every advisor must navigate to achieve long-term growth and build a lasting legacy in the financial services industry. The journey begins with the growth stage, where advisors focus on turbocharging…
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In this episode, I interview Kerry Campion, a copywriter and content marketer, about the power of the customer in marketing. Kerry shares her experience of conducting customer interviews and how they have helped her create effective marketing copy. Kerry Campion is a copywriter who helps brands generate more inbound traffic and optimize their websi…
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Hello Earthlings! In this week’s Tech Spotlight, we feature BrainBox AI, a company at the forefront of using artificial intelligence to revolutionize energy efficiency in commercial real estate, starting with the most energy-intensive systems—HVAC. Our host Lisa Ann is joined by Sam Ramadori, CEO of BrainBox AI, a pioneer in leveraging AI to create…
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Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychology behind success, offering financial advisors a fresh perspective on achieving sustainable growth. Central to their conversation is the concept of di…
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In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron a…
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In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-performing advisors leverage their achievements to revolutionize their practices, focusing on three key areas: cultivating discerning client relations…
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In this episode, I interview Mike King about the recent Google leaks and their impact on SEO - and what's changed since the leaks have come out. We discuss the importance of user experience and SEO working together, the need for quality over quantity in link building, and the role of related content in rankings - as well as MUCH more. This isn't on…
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Hello Earthlings! Welcome aboard our proverbial spaceship to another Earthlings 2.0 rerun! This August, in the last month of summer, we have experienced Earth Overshoot Day – a time that marks when humanity’s demand for ecological resources and services in a given year surpasses what Earth can regenerate in that same time frame. To address the need…
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Greg Petroff discusses the practicalities of executive design leadership, why he believes in ‘make to think’, and the ins-and-outs of working with product and engineering. Highlights include: How much advocacy for design is too much? Why do you prefer project-based teams over product-based teams? How do you align the engineering, product and design…
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In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and …
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In this recap, Amber’s highlighting this week’s focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they emphasized the importance of substance and authenticity in marketing efforts. Learn why committing to a well-thought-out strategy for at least a year c…
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Say “Hallo” to Bart Volman from the Netherlands. He’s one of the best Dutch players in the world, and shares his experiences playing pinball back home and when he travels. Plus, we talk about our fascination of pinball documentaries, and how pinball can help bring people together…and more! Hup!Jeff Teolis által
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In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level. Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Fin…
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In this episode of Health or High Water, we sit down with Tom Finley, the visionary Founder and Principal of Ascent Living Communities, to discuss the future of senior care and the innovative strategies he’s implementing to enhance the lives of residents. Tom shares his insights and history on the importance of being local supporting business, the …
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In this episode, I interview Sukhjinder Singh about thriving as a minority in digital marketing. Sukhjinder shares his journey in the industry and the changes he has witnessed over the past 15 years. He also discusses the challenges faced by minorities and the progress that has been made in creating a more inclusive and diverse industry....and much…
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Hello Earthlings! In this week’s episode, we dive into a fascinating intersection of science, technology, and the future of carbon-free chemicals and fuels - all through the power of light. Our host, Lisa Ann Pinkerton, is joined by Trevor Best, CEO and co-founder of Syzygy Plasmonics. Trevor explains how Syzygy is revolutionizing the chemical manu…
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Next time you’re in Anaheim, stop by Captain’s Auction Warehouse (and showroom) and say hello to Chris Campbell & CC Castanada. Enjoy lots of the gameplay action on site or on Pins & Pirates on Twitch. Hear Chris and CC talk about interesting tales of what goes on there, including the famous auction of the Pinball Museum in Banning.…
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In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects. They emphasize the importance of answering prospects' burning questio…
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In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussio…
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Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or bre…
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Hello Earthlings! In this week’s Tech Spotlight, we feature a company that says the fastest way to get carbon out of aviation isn't electric or hydrogen, but instead hybrids, similar to how hybrid cars were a precursor to electric cars. Our host Lisa Ann is joined by Kevin Noertker, CEO and co-founder of Ampaire, a leader in developing hybrid elect…
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In this episode, I interview Bernard Huang about the importance of creating engaging SEO content. We discuss the rise of AI-generated content and its impact on traditional SEO strategies. We also dive into what the future of search holds. This episode is not to be missed if you're in the SEO industry! As always, if you enjoyed this, and previous ep…
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In this insightful episode of "Health or High Water," we delve deep into the concepts of youth motivation and character development. Join us as we explore the lessons from our past, examine what is working and what isn’t with our youth today, and learn how the home environment plays a crucial role in shaping character and fostering motivation. Whet…
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Ari Zelmanow shares insight into his life as a police detective, how he transformed into a PhD and then UX researcher, and how researchers can become strategic partners. Highlights include: What insight did your time as a detective give you into your fellow humans? How do you communicate the value of research to the business? What is the most impac…
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In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning. Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discus…
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In this week's insightful recap, Amber shares key takeaways. Monday's episode features Matt and Micah tackling an intriguing question: Are financial advisors overly focused on investments due to difficulties providing value in other areas? They challenge the traditional mindset, suggesting that true success lies not in beating the market, but in cr…
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In this episode, Jamie Shilanski introduces the 'rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility c…
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Hello Earthlings! We’re continuing our summer scheduling with another Earthlings 2.0 rerun! With the Paris 2024 Olympic games currently underway, we thought of revisiting our conversation with Gene Gebolys, founder and CEO of World Energies. As the world gathers for this grand event, the carbon footprint associated with air travel becomes a signifi…
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Abraham Siedler has given us so many great tutorials, videos, and Twitch streams on Abe Flips. We talk with Abe about pinball in Austria, learning at a quick pace, and sharing videos for our enjoyment. Coming soon in 2025, we are about to see a whole new project called Mastering Pinball: In Depth Skills and Strategies (on Kickstarter at http://kck.…
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In this episode, I interview Amy Hopper, a sociologist and CEO of TOA Group, about the wellbeing challenges faced by agencies and software houses. The conversation highlights the importance of communication, collective wellbeing, and implementing processes for better flow of work, as well as viewing wellbeing as an investment rather than a cost. As…
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