The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episoade
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The Twelve Days of TPR Christmas [Episode 236]
Publicat: 25.12.2023 -
Mastering Client Communication, Growth Strategies, and Team Resilience
Publicat: 22.12.2023 -
Burnout Is For Wimps
Publicat: 21.12.2023 -
Wholesaler Who Saw The Light With Guest Anthony Zanetti
Publicat: 20.12.2023 -
Do NOT Say That To A Client [Episode 235]
Publicat: 18.12.2023 -
Impactful Meetings, Wholesaler Perspectives, and Client Retention
Publicat: 15.12.2023 -
Are You Sticky?
Publicat: 14.12.2023 -
Confessions Of A Wholesaler with Guest Greg Goin
Publicat: 13.12.2023 -
Two Most Important Parts of a Surge Meeting [Episode 234]
Publicat: 11.12.2023 -
Value Delivery, Transformative Coaching, and Navigating Legal Challenges
Publicat: 08.12.2023 -
Stupid Games = Stupid Prizes
Publicat: 07.12.2023 -
The Power of Coaching With Guest Scott Rusnak
Publicat: 06.12.2023 -
Value Sledgehammer or Volume Sucker Punch? [Episode 233]
Publicat: 04.12.2023 -
Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth
Publicat: 01.12.2023 -
Acts Of Service
Publicat: 30.11.2023 -
The Complexity Curve with Guest Paul Saganey
Publicat: 29.11.2023 -
Throwback: Asking Questions That Matter For Estate Planning
Publicat: 27.11.2023 -
Mastering Communication, Delegation Secrets, and Personal Growth
Publicat: 24.11.2023 -
Showin' Up For A Fight
Publicat: 23.11.2023 -
Delegating for Success with Guest Karen Stewart
Publicat: 22.11.2023
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.
