784 Episodes

  1. Follow Up Friday - Discount Fee - Then Discount Advisor!

    Published: 7/8/2022
  2. What Works Wednesday with Guest Dustin Frost

    Published: 7/6/2022
  3. Discount Fee - Then Discount Advisor! [Episode 159]

    Published: 7/4/2022
  4. Follow Up Friday - Roth Conversions

    Published: 7/1/2022
  5. Tips from the Trenches - Taxes

    Published: 6/29/2022
  6. Roth Conversions [Episode 158]

    Published: 6/27/2022
  7. Follow Up Friday - What Are You Gaining From Conferences?

    Published: 6/24/2022
  8. What Works Wednesday With Guest Libby Greiwe

    Published: 6/22/2022
  9. What Are You Gaining From Conferences? [Episode 157]

    Published: 6/20/2022
  10. Follow Up Friday - If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks!

    Published: 6/17/2022
  11. Tips from the Trenches - Buckets In A Volatile Market

    Published: 6/15/2022
  12. If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]

    Published: 6/13/2022
  13. Follow Up Friday - Doing What Works

    Published: 6/10/2022
  14. Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success

    Published: 6/8/2022
  15. Doing What Works [Episode 155]

    Published: 6/6/2022
  16. Follow Up Friday - Stop Talking Yourself Out Of The Sale!

    Published: 6/3/2022
  17. Tips from the Trenches - Following Your Own Advice

    Published: 6/1/2022
  18. Stop Talking Yourself Out Of The Sale! [Episode 154]

    Published: 5/30/2022
  19. Follow Up Friday - How Did I Lose $50,000 This Month!?!

    Published: 5/27/2022
  20. Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails

    Published: 5/25/2022

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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.