784 Episodes

  1. Why Aren’t You Delegating To A Virtual Assistant? [Episode 201]

    Published: 4/24/2023

  2. Follow Up Friday - F*ing WORK!

    Published: 4/21/2023

  3. Worlds to Conquer - Executive Assistants And Email Delegation

    Published: 4/20/2023

  4. What Works Wednesday - Improving Your Presentations Through Comedy With Guest Cory Michaelis

    Published: 4/19/2023

  5. F*ing WORK! [Episode 200]

    Published: 4/17/2023

  6. Follow Up Friday - Delegation 101

    Published: 4/14/2023

  7. Worlds to Conquer - Do You Need An Executive Or Virtual Assistant?

    Published: 4/13/2023

  8. What Works Wednesday - Being Above Or Below The Line With Guest Adam Silberstein

    Published: 4/12/2023

  9. Delegation 101 [Episode 199]

    Published: 4/10/2023

  10. Follow Up Friday - What To Do When You're Out Of The Office

    Published: 4/7/2023

  11. Worlds to Conquer - 10X Your Practice - A Financial Advisor’s Perfect Week

    Published: 4/6/2023

  12. What Works Wednesday - Education Planning With Guest Fred Amrein

    Published: 4/5/2023

  13. What To Do When You're Out Of The Office [Episode 198]

    Published: 4/3/2023

  14. Follow Up Friday - 10X Your Practice By Going Old School

    Published: 3/31/2023

  15. Worlds To Conquer - What Is BackStage Pass?

    Published: 3/30/2023

  16. What Works Wednesday - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat

    Published: 3/29/2023

  17. 10X Your Practice By Going Old School [Episode 197]

    Published: 3/27/2023

  18. Follow Up Friday - Moving The Needle

    Published: 3/24/2023

  19. Worlds to Conquer - Stop Being A Slacker

    Published: 3/23/2023

  20. What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

    Published: 3/22/2023

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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.