784 Episodes

  1. Follow Up Friday - Being The Best

    Published: 8/20/2021

  2. Reading Time With Jarvis - Mr. Money Mustache

    Published: 8/18/2021

  3. Being The Best [Episode 122]

    Published: 8/16/2021

  4. Follow Up Friday - When You Make Too Many Exceptions

    Published: 8/13/2021

  5. Tips from the Trenches - Team Experience

    Published: 8/11/2021

  6. When You Make Too Many Exceptions [Episode 121]

    Published: 8/9/2021

  7. Follow Up Friday - The Power Factor

    Published: 8/6/2021

  8. Reading Time With Jarvis - Total Money Makeover by Dave Ramsey

    Published: 8/4/2021

  9. The Power Factor [Episode 120]

    Published: 8/2/2021

  10. Tips from the Trenches - Breaking the Process

    Published: 7/28/2021

  11. Follow Up Friday - How to Delegate Email

    Published: 7/23/2021

  12. Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler

    Published: 7/21/2021

  13. How to Delegate Email [Episode 119]

    Published: 7/19/2021

  14. Tips from the Trenches - Check-in Time When We're Gone

    Published: 7/14/2021

  15. Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]

    Published: 7/12/2021

  16. Follow Up Friday - What Happens When You Make A Mistake

    Published: 7/9/2021

  17. Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell

    Published: 7/7/2021

  18. Mid-Year Review [Episode 117]

    Published: 7/5/2021

  19. Tips from the Trenches - Head Trash

    Published: 6/30/2021

  20. Follow Up Friday - What Happens When You Don't Know The Answer?

    Published: 6/25/2021

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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.