The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodes
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Follow Up Friday - Do I Need To Fire My Team?
Published: 9/23/2022 -
Worlds To Conquer - How To Fire An Employee
Published: 9/22/2022 -
What Works Wednesday With Josh Raab
Published: 9/21/2022 -
Should I Fire My Team? [Episode 170]
Published: 9/19/2022 -
Follow Up Friday - Working With Family
Published: 9/16/2022 -
Worlds To Conquer - Should I Hire A Family Member?
Published: 9/15/2022 -
What Works Wednesday With Louis Diamond
Published: 9/14/2022 -
Working With Family [Episode 169]
Published: 9/12/2022 -
Follow Up Friday - Running An Effective Team When You're Out Of The Office
Published: 9/9/2022 -
Worlds To Conquer - Adding To Your Team - Hiring and Interviewing
Published: 9/8/2022 -
What Works Wednesday With Brendan Frazier
Published: 9/7/2022 -
Running An Effective Team When You're Out Of The Office [Episode 168]
Published: 9/5/2022 -
Follow Up Friday - How Surge Works For New Relationships And Clients
Published: 9/2/2022 -
Worlds To Conquer - When I Surge, You Surge, We Surge
Published: 9/1/2022 -
What Works Wednesday with Aaron Walker
Published: 8/31/2022 -
How Surge Works For New Relationships And Clients [Episode 167]
Published: 8/29/2022 -
Follow Up Friday - The Challenge! Who Delivers More Value?
Published: 8/26/2022 -
Worlds To Conquer - Tips And Tricks For A Harmonious Surge
Published: 8/25/2022 -
What Works Wednesday with Guest Jeff Rattiner
Published: 8/24/2022 -
The Challenge! Who Delivers More Value? [Episode 166]
Published: 8/22/2022
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.