784 Episodes

  1. Moving The Needle [Episode 196]

    Published: 3/20/2023

  2. Follow Up Friday - 10X Your Practice

    Published: 3/17/2023

  3. Worlds to Conquer - Change Happens When Four Things Occur In Your Life

    Published: 3/16/2023

  4. What Works Wednesday - An Abundance Mindset With Guest Bryan Sweet

    Published: 3/15/2023

  5. 10X Your Practice [Episode 195]

    Published: 3/13/2023

  6. Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse

    Published: 3/10/2023

  7. Worlds to Conquer - Are You Ready To 10X Your Practice?

    Published: 3/9/2023

  8. What Works Wednesday - Finding Fulfillment With Coach Brett Baughman

    Published: 3/8/2023

  9. Lifestyle Is Worth Less Than Wirehouse [Episode 194]

    Published: 3/6/2023

  10. Follow Up Friday - What Is Too Much Value?

    Published: 3/3/2023

  11. Worlds to Conquer - Your Surge Questions Answered

    Published: 3/2/2023

  12. What Works Wednesday - Client Events With Chad Hufford

    Published: 3/1/2023

  13. What Is Too Much Value? [Episode 193]

    Published: 2/27/2023

  14. Follow Up Friday - We Don’t Need Surge, We Need Prospects

    Published: 2/24/2023

  15. Worlds to Conquer - A Detailed Look At Surge

    Published: 2/23/2023

  16. What Works Wednesday - Creating A Surge Process That Works For You With John Mason

    Published: 2/22/2023

  17. We Don’t Need Surge, We Need Prospects [Episode 192]

    Published: 2/20/2023

  18. Follow Up Friday - Your Q1 Surge Plan

    Published: 2/17/2023

  19. Worlds to Conquer - Surge And Questions For Your Team

    Published: 2/16/2023

  20. What Works Wednesday - The Advisor Path With Ben VerWys

    Published: 2/15/2023

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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.