The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episoade
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Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]
Publicat: 29.05.2023 -
Walls, Right Fits, And What Will Get You Fired
Publicat: 26.05.2023 -
What Gets You Fired
Publicat: 25.05.2023 -
The Right Value And The Right Clients with Guest Jason Speciner
Publicat: 24.05.2023 -
Wall, What Wall? [Episode 205]
Publicat: 22.05.2023 -
Surge Abandonment, Content Marketing and Amateur Hour
Publicat: 19.05.2023 -
Amateur Hour
Publicat: 18.05.2023 -
Content Marketing With Guest Dave Zoller
Publicat: 17.05.2023 -
Did Surge Abandon You? [Episode 204]
Publicat: 15.05.2023 -
Follow Up Friday - The Office Will Burn Down If You Go On Vacation
Publicat: 12.05.2023 -
Worlds to Conquer - When #$@# Goes Wrong
Publicat: 11.05.2023 -
What Works Wednesday - The Seller’s Journey With Guest Denise Logan
Publicat: 10.05.2023 -
The Office Will Burn Down If You Go On Vacation [Episode 203]
Publicat: 08.05.2023 -
Follow Up Friday - Do You Even Have Credibility?
Publicat: 05.05.2023 -
Worlds To Conquer - Chasing Money VS. Delivering Massive Value
Publicat: 04.05.2023 -
What Works Wednesday - Working Past Limitations With Guest David Edmisten
Publicat: 03.05.2023 -
Do You Even Have Credibility? [Episode 202]
Publicat: 01.05.2023 -
Follow Up Friday - Why Aren’t You Delegating To A Virtual Assistant?
Publicat: 28.04.2023 -
Worlds to Conquer - Client Events and Executive Assistants
Publicat: 27.04.2023 -
What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino
Publicat: 26.04.2023
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.
