The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episoade
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Balancing Acts: From Bookkeeping Basics to Professional Growth
Publicat: 20.09.2024 -
I Have No Time
Publicat: 19.09.2024 -
Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]
Publicat: 16.09.2024 -
From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition
Publicat: 13.09.2024 -
Fire Them Already!
Publicat: 12.09.2024 -
Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]
Publicat: 09.09.2024 -
The Value Equation: Enhancing Client Experiences and Advisor Self-Worth
Publicat: 06.09.2024 -
Mindset Mastery: Overcoming Barriers to Charging Premium Fees
Publicat: 05.09.2024 -
Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]
Publicat: 02.09.2024 -
Your True North and Building a Legacy Practice
Publicat: 30.08.2024 -
Building an Enterprise Office
Publicat: 29.08.2024 -
True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]
Publicat: 26.08.2024 -
The Power of Personal Growth,Value Adds and Freedom in Your Practice
Publicat: 23.08.2024 -
Will I Ever Experience Freedom as a Business Owner?
Publicat: 22.08.2024 -
The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]
Publicat: 19.08.2024 -
From Invisible to Invaluable: Your Marketing Efforts and Growth Strategies
Publicat: 16.08.2024 -
How to Grow Your Practice
Publicat: 15.08.2024 -
Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]
Publicat: 12.08.2024 -
Seamlessly Integrating Estate Planning and Building Client Trust
Publicat: 09.08.2024 -
The Power of Authority - Why We Follow Experts
Publicat: 08.08.2024
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.
