The Perfect RIA

A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Categories:

Business

784 Episodes

  1. Genuine Communication and Prospecting Pitfalls

    Published: 3/15/2024

  2. When Prospecting Goes Wrong

    Published: 3/14/2024

  3. Communication, Not Sales [Episode 247]

    Published: 3/11/2024

  4. Talent Acquisition and Profitable Prospect Meetings

    Published: 3/8/2024

  5. Charging For Prospect Meetings

    Published: 3/7/2024

  6. Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]

    Published: 3/4/2024

  7. Prospecting and Pregame Strategies

    Published: 3/1/2024

  8. Prospecting That Works for Advisors

    Published: 2/29/2024

  9. Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]

    Published: 2/26/2024

  10. Masterminds and Navigating Nepotism in the Workplace

    Published: 2/23/2024

  11. Should I Let My Kids Work For Me?

    Published: 2/22/2024

  12. The Power of Masterminds with Guest Aaron Walker [Episode 244]

    Published: 2/19/2024

  13. Crisis Preparedness and Disaster Recovery

    Published: 2/16/2024

  14. Sinking Ships

    Published: 2/15/2024

  15. No One Will Fix It For You [Episode 243]

    Published: 2/12/2024

  16. Navigating the Prospect Process and Employee Compensation Conversations

    Published: 2/9/2024

  17. How To Negotiate Your Pay

    Published: 2/8/2024

  18. Creating a Prospect Process that Works with Guest John Barron [Episode 242]

    Published: 2/5/2024

  19. Destructive Alerts and The Art of Employee Firings

    Published: 2/2/2024

  20. How to Fire Someone

    Published: 2/1/2024

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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.