The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episoade
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Yes, There is One Silver Bullet [Episode 288]
Publicat: 23.12.2024 -
Historical Hindsight and Setting Strategic Goals
Publicat: 20.12.2024 -
Encore Episode: Goal Setting
Publicat: 19.12.2024 -
The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]
Publicat: 16.12.2024 -
Pricing Your Worth and a Guide to Year-End Planning
Publicat: 13.12.2024 -
Show Me Your EBITDA
Publicat: 12.12.2024 -
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
Publicat: 09.12.2024 -
From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets
Publicat: 06.12.2024 -
Year-End Business Planning How To
Publicat: 05.12.2024 -
Compliance ‘Adverse’ [Episode 285]
Publicat: 02.12.2024 -
Crypto Conversations and Client Selection
Publicat: 29.11.2024 -
Encore Episode: Who Are Your Prospects?
Publicat: 28.11.2024 -
Bitcoin [Episode 284]
Publicat: 25.11.2024 -
Leveling Up Leadership and Letting Go of Limits
Publicat: 22.11.2024 -
Whose Table Do You Want a Seat At?
Publicat: 21.11.2024 -
Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283]
Publicat: 18.11.2024 -
Building Your Dream RIA and Debunking the Perfect Balance Myth
Publicat: 15.11.2024 -
Drama, Drama, Drama
Publicat: 14.11.2024 -
Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282]
Publicat: 11.11.2024 -
Power Moves: Smart Business Planning and Savvy Hiring
Publicat: 08.11.2024
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.
