The Perfect RIA
Un pódcast de Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodo
-
Only Fools Get Alerts [Episode 241]
Publicado: 29/1/2024 -
Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
Publicado: 26/1/2024 -
Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
Publicado: 25/1/2024 -
Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
Publicado: 24/1/2024 -
Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]
Publicado: 22/1/2024 -
Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
Publicado: 19/1/2024 -
BS Business Advice About Building Teams
Publicado: 18/1/2024 -
Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
Publicado: 17/1/2024 -
What Does Profitability Really Look Like? [Episode 239]
Publicado: 15/1/2024 -
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
Publicado: 12/1/2024 -
Empowering Futures: Goal-Setting Strategies for Young Adults
Publicado: 11/1/2024 -
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
Publicado: 10/1/2024 -
Prospect Process - Why Prospects Say No [Episode 238]
Publicado: 8/1/2024 -
New Year Goals, High Achiever Coaching, and Team Appreciation Languages
Publicado: 5/1/2024 -
High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
Publicado: 4/1/2024 -
Coaching High Achievers with Guest Rhonda Farr
Publicado: 3/1/2024 -
New Year - New You [Episode 237]
Publicado: 1/1/2024 -
Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers
Publicado: 29/12/2023 -
Job Offers
Publicado: 28/12/2023 -
Becoming An Inclusive Leader with Guest Kameka McLean
Publicado: 27/12/2023
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.
