The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episoade
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Why Your Value Proposition Matters More Than Your Fee
Publicat: 28.02.2025 -
The Fees Are Only Up Because The Market Is Up… [Episode 297]
Publicat: 24.02.2025 -
Goal Setting Gone Right: Stop Faking It, Start Making It
Publicat: 21.02.2025 -
From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]
Publicat: 17.02.2025 -
Why Two Advisors Decided to Spill Their Secrets
Publicat: 14.02.2025 -
Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]
Publicat: 10.02.2025 -
Estate Planning: From Checkbox to Cornerstone
Publicat: 07.02.2025 -
A Trust Will Solve All My Problems… [Episode 294]
Publicat: 03.02.2025 -
Beyond the Numbers: The Human Side of Retiring
Publicat: 31.01.2025 -
The Hidden Crisis in Retirement: Finding Purpose After the Paycheck with Guest Tony Hixon [Episode 293]
Publicat: 27.01.2025 -
Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline
Publicat: 24.01.2025 -
So, How Will You Get All Those New Clients? [Episode 292]
Publicat: 20.01.2025 -
Why Clients Leave (And How to Keep Them)
Publicat: 17.01.2025 -
What Was Your NET Client Flow In 2024? [Episode 291]
Publicat: 13.01.2025 -
Entitlement vs. Intention
Publicat: 10.01.2025 -
What You Are Entitled To In 2025 [Episode 290]
Publicat: 06.01.2025 -
Soft Skills, Hard Truths
Publicat: 03.01.2025 -
Don’t Worry, I Can Skip The Soft Stuff [Episode 289]
Publicat: 30.12.2024 -
How Comfort Zones and Wishful Thinking Impact Your Growth
Publicat: 27.12.2024 -
Encore Episode: Goals and Productivity
Publicat: 26.12.2024
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 can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
