784 Episodes

  1. Conquer or Crumble: How's Your Prospecting Going? [Episode 216]

    Published: 8/7/2023

  2. Small Details, Custodians, and What To Say

    Published: 8/4/2023

  3. Say This

    Published: 8/3/2023

  4. Disrupting Giants With Guest Jason Wenk

    Published: 8/2/2023

  5. It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]

    Published: 7/31/2023

  6. Rockstar Teams, Trainings, and Career Enterprise Value

    Published: 7/28/2023

  7. My Team S*&!S

    Published: 7/27/2023

  8. Unveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond

    Published: 7/26/2023

  9. How To Train Your Team [Episode 214]

    Published: 7/24/2023

  10. Success Strategies, Client Value, and Niche Mastery

    Published: 7/21/2023

  11. Niche Slapping Time

    Published: 7/20/2023

  12. Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan

    Published: 7/19/2023

  13. Top 7 Things You Have To Stop Doing To Be Successful [Episode 213]

    Published: 7/17/2023

  14. 10Xing, Technology, and Toxic Charity

    Published: 7/14/2023

  15. Charity Is Toxic?

    Published: 7/13/2023

  16. Leveraging Technology With Guest Ben Goss

    Published: 7/12/2023

  17. Trying To 10X? Just Do The Work! [Episode 212]

    Published: 7/10/2023

  18. Laziness, Continuous Practice, and Keeping Your Routines

    Published: 7/7/2023

  19. God Didn’t Make Tables!

    Published: 7/6/2023

  20. Improving Through Mentorship And Practice With Brady Bassford

    Published: 7/5/2023

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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.