The Perfect RIA

A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Categories:

Business

764 Episodes

  1. Yes, There is One Silver Bullet [Episode 288]

    Published: 12/23/2024

  2. Historical Hindsight and Setting Strategic Goals

    Published: 12/20/2024

  3. Encore Episode: Goal Setting

    Published: 12/19/2024

  4. The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]

    Published: 12/16/2024

  5. Pricing Your Worth and a Guide to Year-End Planning

    Published: 12/13/2024

  6. Show Me Your EBITDA

    Published: 12/12/2024

  7. Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

    Published: 12/9/2024

  8. From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

    Published: 12/6/2024

  9. Year-End Business Planning How To

    Published: 12/5/2024

  10. Compliance ‘Adverse’ [Episode 285]

    Published: 12/2/2024

  11. Crypto Conversations and Client Selection

    Published: 11/29/2024

  12. Encore Episode: Who Are Your Prospects?

    Published: 11/28/2024

  13. Bitcoin [Episode 284]

    Published: 11/25/2024

  14. Leveling Up Leadership and Letting Go of Limits

    Published: 11/22/2024

  15. Whose Table Do You Want a Seat At?

    Published: 11/21/2024

  16. Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283]

    Published: 11/18/2024

  17. Building Your Dream RIA and Debunking the Perfect Balance Myth

    Published: 11/15/2024

  18. Drama, Drama, Drama

    Published: 11/14/2024

  19. Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282]

    Published: 11/11/2024

  20. Power Moves: Smart Business Planning and Savvy Hiring

    Published: 11/8/2024

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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.