The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodes
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5 Delegation Mistakes [Episode 84]
Published: 7/17/2020 -
Is Lifestyle Code for Lazy? [Episode 83]
Published: 7/10/2020 -
Taxes Part 2 [Episode 82]
Published: 7/3/2020 -
The Rosetta Stone to Delivering Massive Value [Episode 81]
Published: 6/19/2020 -
Go To Work Naked [Episode 80]
Published: 6/12/2020 -
With Guest John Barron [Episode 79]
Published: 6/5/2020 -
I HATE Matt & Micah [Episode 78]
Published: 5/22/2020 -
Surge Meetings [Episode 77]
Published: 5/15/2020 -
LTC Planning [Episode 76]
Published: 5/8/2020 -
Fee Compression My ________ [Episode 75]
Published: 5/1/2020 -
When YOU Haven't Demonstrated Value [Episode 74]
Published: 4/17/2020 -
Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
Published: 4/10/2020 -
Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]
Published: 4/3/2020 -
Head Trash with Coach Joe Lukacs [Episode 71]
Published: 3/27/2020 -
Lessons from the Slopes [Episode 70]
Published: 3/20/2020 -
Corona Virus [Episode 69]
Published: 3/13/2020 -
Team Work Makes the Dream Work [Episode 68]
Published: 3/6/2020 -
Getting the First Appointment - Part 2 [Episode 67]
Published: 2/21/2020 -
Getting Past the First Prospect Meeting [Episode 66]
Published: 2/14/2020 -
Real Estate and the Secure Act [Episode 65]
Published: 2/7/2020
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.