784 Epizód

  1. The Twelve Days of TPR Christmas [Episode 236]

    Közzétéve: 2023. 12. 25.

  2. Mastering Client Communication, Growth Strategies, and Team Resilience

    Közzétéve: 2023. 12. 22.

  3. Burnout Is For Wimps

    Közzétéve: 2023. 12. 21.

  4. Wholesaler Who Saw The Light With Guest Anthony Zanetti

    Közzétéve: 2023. 12. 20.

  5. Do NOT Say That To A Client [Episode 235]

    Közzétéve: 2023. 12. 18.

  6. Impactful Meetings, Wholesaler Perspectives, and Client Retention

    Közzétéve: 2023. 12. 15.

  7. Are You Sticky?

    Közzétéve: 2023. 12. 14.

  8. Confessions Of A Wholesaler with Guest Greg Goin

    Közzétéve: 2023. 12. 13.

  9. Two Most Important Parts of a Surge Meeting [Episode 234]

    Közzétéve: 2023. 12. 11.

  10. Value Delivery, Transformative Coaching, and Navigating Legal Challenges

    Közzétéve: 2023. 12. 08.

  11. Stupid Games = Stupid Prizes

    Közzétéve: 2023. 12. 07.

  12. The Power of Coaching With Guest Scott Rusnak

    Közzétéve: 2023. 12. 06.

  13. Value Sledgehammer or Volume Sucker Punch? [Episode 233]

    Közzétéve: 2023. 12. 04.

  14. Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

    Közzétéve: 2023. 12. 01.

  15. Acts Of Service

    Közzétéve: 2023. 11. 30.

  16. The Complexity Curve with Guest Paul Saganey

    Közzétéve: 2023. 11. 29.

  17. Throwback: Asking Questions That Matter For Estate Planning

    Közzétéve: 2023. 11. 27.

  18. Mastering Communication, Delegation Secrets, and Personal Growth

    Közzétéve: 2023. 11. 24.

  19. Showin' Up For A Fight

    Közzétéve: 2023. 11. 23.

  20. Delegating for Success with Guest Karen Stewart

    Közzétéve: 2023. 11. 22.

10 / 40

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.

Visit the podcast's native language site