784 Episodo

  1. How To Get More At-Bats [Episode 231]

    Publicado: 20/11/2023

  2. Transparency, Energy Awareness, and Practicing Value Adds

    Publicado: 17/11/2023

  3. Trust But Verify

    Publicado: 16/11/2023

  4. Event Planning and Energy Mastery with Guest Kat Eletskikh

    Publicado: 15/11/2023

  5. So Is This What You Do In YOUR Practice? [Episode 230]

    Publicado: 13/11/2023

  6. Mastering Time, Evolving Beliefs, and Conference Connections

    Publicado: 10/11/2023

  7. Jiving With Jennifer

    Publicado: 9/11/2023

  8. The Power Of Beliefs With Guest Wayne Firebaugh

    Publicado: 8/11/2023

  9. Mastering Time with Guest Michael Kitces [Episode 229]

    Publicado: 6/11/2023

  10. Prospect Objections, Consistency, and Effective Marketing

    Publicado: 3/11/2023

  11. It Takes 6 Months Bruh

    Publicado: 2/11/2023

  12. Harnessing Consistency for Success with Guest Evan Mayer

    Publicado: 1/11/2023

  13. What Are Prospects ACTUALLY Saying [Episode 228]

    Publicado: 30/10/2023

  14. Business Planning, Effective Communication, and The Human Element

    Publicado: 27/10/2023

  15. Talking Sugar Honey Ice Tea

    Publicado: 26/10/2023

  16. Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin

    Publicado: 25/10/2023

  17. Location, Location, Location [Episode 227]

    Publicado: 23/10/2023

  18. Extreme Accountability, Leadership, and Client Relations

    Publicado: 20/10/2023

  19. You’re Pi$$ing Me Off - Part 2

    Publicado: 19/10/2023

  20. Navigating Leadership Waters with Guest Carlos Mendez

    Publicado: 18/10/2023

11 / 40

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.

Visit the podcast's native language site