The Perfect RIA
Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodo
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Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261]
Publicado: 17/6/2024 -
Maximizing Valuations and Smart Business Planning
Publicado: 14/6/2024 -
How Your LLC Fails
Publicado: 13/6/2024 -
Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
Publicado: 10/6/2024 -
Overcoming Head Trash and Building Lucrative CPA Relationships
Publicado: 7/6/2024 -
Encore Episode: Dealing with Head Trash
Publicado: 6/6/2024 -
Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259]
Publicado: 3/6/2024 -
It’s All About That Prospect: Being Intentional and Gathering Information
Publicado: 31/5/2024 -
Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide
Publicado: 30/5/2024 -
What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
Publicado: 27/5/2024 -
Talent Acquisition Strategies and Creating a Stellar Client Onboarding Processes
Publicado: 24/5/2024 -
Encore Episode: Client Onboarding - Creating A Solid Foundation
Publicado: 23/5/2024 -
Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]
Publicado: 20/5/2024 -
Enhancing Client Communication and Interactions
Publicado: 17/5/2024 -
The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters
Publicado: 16/5/2024 -
Bad Ways to Answer Clients [Episode 256]
Publicado: 13/5/2024 -
Crafting Your Investments and Marketing Communication
Publicado: 10/5/2024 -
When Marketing Works
Publicado: 9/5/2024 -
How Investments Work With Your Clients [Episode 255]
Publicado: 6/5/2024 -
Strategic Client Onboarding and Enhancing Tax-Related Value
Publicado: 3/5/2024
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.
