The Perfect RIA
Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodo
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Creating Value Adds from the Tax Return
Publicado: 2/5/2024 -
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Publicado: 29/4/2024 -
How Relationships Fuel Growth and The Role of Accountability
Publicado: 26/4/2024 -
How Are You Accountable When You Make a Client Mistake?
Publicado: 25/4/2024 -
Nurturing Relationships as an Entrepreneur with Guest Kelly Clements [Episode 253]
Publicado: 22/4/2024 -
Upgrade Opportunities and Lessons in Criticism
Publicado: 19/4/2024 -
How To Take A Hit
Publicado: 18/4/2024 -
Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
Publicado: 15/4/2024 -
Communicating Through Uncertainty and Filtering Advice
Publicado: 12/4/2024 -
You Can’t Say That!
Publicado: 11/4/2024 -
Economic Commentary
Publicado: 8/4/2024 -
Standout Prospect Meetings and Documentation for the Win
Publicado: 5/4/2024 -
Not Documented, Not Done
Publicado: 4/4/2024 -
Throwback: Show Me The Beef! [Episode 250]
Publicado: 1/4/2024 -
Relationship Building and Preventing Failures with Surge
Publicado: 29/3/2024 -
How Surge Fails
Publicado: 28/3/2024 -
Client Relationships And Connections With Guest David Gow [Episode 249]
Publicado: 25/3/2024 -
Communicating Roth Conversions and The Best Time for Surge
Publicado: 22/3/2024 -
The Perfect Surge Dates
Publicado: 21/3/2024 -
Throwback: Roth Conversions [Episode 248]
Publicado: 18/3/2024
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.
