784 Episodes

  1. Stop Being Lazy [Episode 211]

    Published: 7/3/2023

  2. Too Many Clients, Core Values, and Bad Leaders

    Published: 6/30/2023

  3. Leaders You Shouldn't Follow

    Published: 6/29/2023

  4. Core Values With Guest Ross Welte

    Published: 6/28/2023

  5. Why Are 50 Clients Too Many? [Episode 210]

    Published: 6/26/2023

  6. Creating Content, Simplifying Taxes, and Why Words Matter

    Published: 6/23/2023

  7. Words Matter

    Published: 6/22/2023

  8. Making Taxes Easy with Guest Steven Jarvis

    Published: 6/21/2023

  9. Creating Valuable Content [Episode 209]

    Published: 6/19/2023

  10. Financial Undressing, Team Building, and Taking Criticism

    Published: 6/16/2023

  11. Taking Criticism

    Published: 6/15/2023

  12. Team Building For Financial Advisors With Guest Christine Timms

    Published: 6/14/2023

  13. Why Financial Undressing Matters [Episode 208]

    Published: 6/12/2023

  14. Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

    Published: 6/9/2023

  15. You Didn’t Hire Idiots

    Published: 6/8/2023

  16. The Value Of Writing A Legacy Letter With Guest Blake Brewer

    Published: 6/7/2023

  17. Stacking The Odds In Your Favor [Episode 207]

    Published: 6/5/2023

  18. Prospect Process, Forcing Mechanisms, and Unlimited Access

    Published: 6/2/2023

  19. How You Can Offer Unlimited Access

    Published: 6/1/2023

  20. Unique Forcing Mechanisms with Guest Dave Zaegel

    Published: 5/31/2023

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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.