784 Episodes

  1. Follow Up Friday - Do I Need To Fire My Team?

    Published: 9/23/2022
  2. Worlds To Conquer - How To Fire An Employee

    Published: 9/22/2022
  3. What Works Wednesday With Josh Raab

    Published: 9/21/2022
  4. Should I Fire My Team? [Episode 170]

    Published: 9/19/2022
  5. Follow Up Friday - Working With Family

    Published: 9/16/2022
  6. Worlds To Conquer - Should I Hire A Family Member?

    Published: 9/15/2022
  7. What Works Wednesday With Louis Diamond

    Published: 9/14/2022
  8. Working With Family [Episode 169]

    Published: 9/12/2022
  9. Follow Up Friday - Running An Effective Team When You're Out Of The Office

    Published: 9/9/2022
  10. Worlds To Conquer - Adding To Your Team - Hiring and Interviewing

    Published: 9/8/2022
  11. What Works Wednesday With Brendan Frazier

    Published: 9/7/2022
  12. Running An Effective Team When You're Out Of The Office [Episode 168]

    Published: 9/5/2022
  13. Follow Up Friday - How Surge Works For New Relationships And Clients

    Published: 9/2/2022
  14. Worlds To Conquer - When I Surge, You Surge, We Surge

    Published: 9/1/2022
  15. What Works Wednesday with Aaron Walker

    Published: 8/31/2022
  16. How Surge Works For New Relationships And Clients [Episode 167]

    Published: 8/29/2022
  17. Follow Up Friday - The Challenge! Who Delivers More Value?

    Published: 8/26/2022
  18. Worlds To Conquer - Tips And Tricks For A Harmonious Surge

    Published: 8/25/2022
  19. What Works Wednesday with Guest Jeff Rattiner

    Published: 8/24/2022
  20. The Challenge! Who Delivers More Value? [Episode 166]

    Published: 8/22/2022

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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.