784 Episodes

  1. RMD Value Adds [Episode 64]

    Published: 1/31/2020
  2. Million Dollar Ideas Are Worthless [Episode 63]

    Published: 1/24/2020
  3. Beating The Markets [Episode 62]

    Published: 1/17/2020
  4. Distributions While Out of Office [Episode 61]

    Published: 1/10/2020
  5. It’s A New Year [Episode 60]

    Published: 1/3/2020
  6. Increasing Massive Value [Episode 59]

    Published: 12/27/2019
  7. How to Choose a Coaching Program [Episode 58]

    Published: 12/20/2019
  8. Managing Distractions [Episode 57]

    Published: 12/13/2019
  9. Business Planning [Episode 56]

    Published: 12/6/2019
  10. Measure the Real Stuff [Episode 55]

    Published: 11/29/2019
  11. Do I Need A Coach? [Episode 54]

    Published: 11/22/2019
  12. Working On Your Business, In Your Business, and With Your Business [Episode 53]

    Published: 11/15/2019
  13. Massive Value - Investments [Episode 52]

    Published: 11/8/2019
  14. Is This You? [Episode 51]

    Published: 10/31/2019
  15. How To Get Ready For A 3 Month Vacation [Episode 50]

    Published: 10/25/2019
  16. Running a Virtual Team [Episode 49]

    Published: 10/18/2019
  17. Surge Week - How to Add Value to Your Meetings [Episode 48]

    Published: 10/11/2019
  18. Is This Marketing? [Episode 47]

    Published: 10/4/2019
  19. Making It Look Easy [Episode 46]

    Published: 9/27/2019
  20. Family Time [Episode 45]

    Published: 9/20/2019

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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.