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The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
864 episodes
19 hours ago
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.
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Investing
Business,
News,
Business News
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All content for The Perfect RIA is the property of Matthew Jarvis, CFP® & Micah Shilanski, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
News,
Business News
Episodes (20/864)
The Perfect RIA
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
4 days ago
27 minutes 15 seconds

The Perfect RIA
Encore Episode: Leveraging Technology With Guest Ben Goss
1 week ago
28 minutes 29 seconds

The Perfect RIA
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
1 week ago
28 minutes 44 seconds

The Perfect RIA
Encore Episode: So Is This What You Do In YOUR Practice?
2 weeks ago
27 minutes 31 seconds

The Perfect RIA
The Importance of Risk Management in Financial Planning With Justin Smith
2 weeks ago
30 minutes 47 seconds

The Perfect RIA
Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]
2 weeks ago
34 minutes 39 seconds

The Perfect RIA
Encore Episode: Client Relationships And Connections With Guest David Gow
3 weeks ago
24 minutes 39 seconds

The Perfect RIA
The Shift from Cash Flow to Wealth with John Poole
3 weeks ago
30 minutes 21 seconds

The Perfect RIA
Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
3 weeks ago
25 minutes 44 seconds

The Perfect RIA
Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty
4 weeks ago
23 minutes 28 seconds

The Perfect RIA
Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
1 month ago
30 minutes 14 seconds

The Perfect RIA
Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees
1 month ago
37 minutes 43 seconds

The Perfect RIA
Mastering Fees in Financial Advisory [Episode328]
1 month ago
25 minutes 15 seconds

The Perfect RIA
Encore Episode: Should I Fire My Team?
1 month ago
30 minutes 29 seconds

The Perfect RIA
Navigating Team Dynamics: Lessons in Leadership [Episode 327]
1 month ago
22 minutes 51 seconds

The Perfect RIA
Encore Episode: When Prospecting Goes Wrong
1 month ago
26 minutes 9 seconds

The Perfect RIA
100 Reasons Prospects Say No [Episode 326]
1 month ago
23 minutes 22 seconds

The Perfect RIA
Encore Episode: How To Train Your Team
1 month ago
30 minutes 20 seconds

The Perfect RIA
The Importance of De-risking Your Practice With Ted Jenkin
1 month ago
28 minutes 36 seconds

The Perfect RIA
Discipline Equals Freedom: The Key to Success [Episode 325]
2 months ago
26 minutes 52 seconds

The Perfect RIA
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.