784 Episodes

  1. But I'm At Capacity [Episode 134]

    Published: 12/20/2021

  2. Follow Up Friday - How To Break Your Fee Process

    Published: 12/17/2021

  3. Tips from the Trenches - Asset Transfers with Value

    Published: 12/15/2021

  4. How To Break Your Fee Process [Episode 133]

    Published: 12/13/2021

  5. Follow Up Friday - Which Coaching Program Should I Join?

    Published: 12/10/2021

  6. Tips from the Trenches - Performance

    Published: 12/8/2021

  7. Which Coaching Program Should I Join? [Episode 132]

    Published: 12/6/2021

  8. Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis

    Published: 12/1/2021

  9. Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis

    Published: 11/24/2021

  10. Follow Up Friday - Surge Meetings Can't Work

    Published: 11/19/2021

  11. Tips from the Trenches - To Delegate or Not To Delegate

    Published: 11/17/2021

  12. Surge Meetings Can't Work [Episode 131]

    Published: 11/15/2021

  13. Follow Up Friday - What Did You Read This Month?

    Published: 11/12/2021

  14. Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis

    Published: 11/10/2021

  15. What Did You Read This Month? [Episode 130]

    Published: 11/8/2021

  16. Follow Up Friday - Client Graduation

    Published: 11/5/2021

  17. Tips from the Trenches - Team Training

    Published: 11/3/2021

  18. Client Graduation [Episode 129]

    Published: 11/1/2021

  19. Reading Time with Jarvis - The Bet by Paul Sabin

    Published: 10/27/2021

  20. Follow Up Friday - How Do I Get Referrals From CPAs?

    Published: 10/22/2021

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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.