The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodes
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How To Get More At-Bats [Episode 231]
Published: 11/20/2023 -
Transparency, Energy Awareness, and Practicing Value Adds
Published: 11/17/2023 -
Trust But Verify
Published: 11/16/2023 -
Event Planning and Energy Mastery with Guest Kat Eletskikh
Published: 11/15/2023 -
So Is This What You Do In YOUR Practice? [Episode 230]
Published: 11/13/2023 -
Mastering Time, Evolving Beliefs, and Conference Connections
Published: 11/10/2023 -
Jiving With Jennifer
Published: 11/9/2023 -
The Power Of Beliefs With Guest Wayne Firebaugh
Published: 11/8/2023 -
Mastering Time with Guest Michael Kitces [Episode 229]
Published: 11/6/2023 -
Prospect Objections, Consistency, and Effective Marketing
Published: 11/3/2023 -
It Takes 6 Months Bruh
Published: 11/2/2023 -
Harnessing Consistency for Success with Guest Evan Mayer
Published: 11/1/2023 -
What Are Prospects ACTUALLY Saying [Episode 228]
Published: 10/30/2023 -
Business Planning, Effective Communication, and The Human Element
Published: 10/27/2023 -
Talking Sugar Honey Ice Tea
Published: 10/26/2023 -
Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
Published: 10/25/2023 -
Location, Location, Location [Episode 227]
Published: 10/23/2023 -
Extreme Accountability, Leadership, and Client Relations
Published: 10/20/2023 -
You’re Pi$$ing Me Off - Part 2
Published: 10/19/2023 -
Navigating Leadership Waters with Guest Carlos Mendez
Published: 10/18/2023
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.