The Perfect RIA
Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodo
-
Genuine Communication and Prospecting Pitfalls
Publicado: 15/3/2024 -
When Prospecting Goes Wrong
Publicado: 14/3/2024 -
Communication, Not Sales [Episode 247]
Publicado: 11/3/2024 -
Talent Acquisition and Profitable Prospect Meetings
Publicado: 8/3/2024 -
Charging For Prospect Meetings
Publicado: 7/3/2024 -
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
Publicado: 4/3/2024 -
Prospecting and Pregame Strategies
Publicado: 1/3/2024 -
Prospecting That Works for Advisors
Publicado: 29/2/2024 -
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
Publicado: 26/2/2024 -
Masterminds and Navigating Nepotism in the Workplace
Publicado: 23/2/2024 -
Should I Let My Kids Work For Me?
Publicado: 22/2/2024 -
The Power of Masterminds with Guest Aaron Walker [Episode 244]
Publicado: 19/2/2024 -
Crisis Preparedness and Disaster Recovery
Publicado: 16/2/2024 -
Sinking Ships
Publicado: 15/2/2024 -
No One Will Fix It For You [Episode 243]
Publicado: 12/2/2024 -
Navigating the Prospect Process and Employee Compensation Conversations
Publicado: 9/2/2024 -
How To Negotiate Your Pay
Publicado: 8/2/2024 -
Creating a Prospect Process that Works with Guest John Barron [Episode 242]
Publicado: 5/2/2024 -
Destructive Alerts and The Art of Employee Firings
Publicado: 2/2/2024 -
How to Fire Someone
Publicado: 1/2/2024
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.
