The Perfect RIA
Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodo
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Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]
Publicado: 5/8/2024 -
What Makes a Portfolio Successful and the Rule of Two
Publicado: 2/8/2024 -
Why Advisors Lose Clients
Publicado: 1/8/2024 -
All Investment Management is Playing Office [Episode 267]
Publicado: 29/7/2024 -
Dodging IRA Disasters and Fostering Team Synergy
Publicado: 26/7/2024 -
Employees: Following Up or Nagging? Is There a Difference?
Publicado: 25/7/2024 -
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Publicado: 22/7/2024 -
Understanding Annuities and the Characteristics of Successful Leaders
Publicado: 19/7/2024 -
How to Achieve Success in 2 Steps
Publicado: 18/7/2024 -
The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]
Publicado: 15/7/2024 -
Structured Success Through Proven Processes and Decision-Making From Boardroom to Living Room
Publicado: 12/7/2024 -
You Are Only Cheating Yourself [Episode 264]
Publicado: 8/7/2024 -
Why Authenticity Matters and Family Financial Dynamics
Publicado: 5/7/2024 -
When You Earn More Than Your Spouse - Navigating Income Disparity
Publicado: 4/7/2024 -
The Transparency Edge: A Ponzi Victim's Manifesto for Value-Driven Financial Advice with Guest Kevin Thompson [Episode263]
Publicado: 1/7/2024 -
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
Publicado: 28/6/2024 -
Your Vocation Should Pay For Your Avocations
Publicado: 27/6/2024 -
The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]
Publicado: 24/6/2024 -
Working with High Net Worth Clients and Effectiveness of Marketing Strategies For Your Practice
Publicado: 21/6/2024 -
Marketing. What Works For Financial Advisors?
Publicado: 20/6/2024
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.
