784 Epizód

  1. Wait? Surge Again? Hell Yeah! [Episode 221]

    Közzétéve: 2023. 09. 11.

  2. Decoding Value, Compliance Insights, and Leadership Guidance

    Közzétéve: 2023. 09. 08.

  3. You May Be The Problem

    Közzétéve: 2023. 09. 07.

  4. Sunlight Is The Best Disinfectant - Compliance Talk with Guest Chris Stanley

    Közzétéve: 2023. 09. 06.

  5. STOP Delivering Value! [Episode 220]

    Közzétéve: 2023. 09. 04.

  6. Tax Projections, Crushing the Noise, and Mastering Client Onboarding

    Közzétéve: 2023. 09. 01.

  7. Dude, You Started It!

    Közzétéve: 2023. 08. 31.

  8. Cutting Through the Noise With Guest Matt Halloran

    Közzétéve: 2023. 08. 30.

  9. You Can’t Do A Tax Projection Without Software…Or Can You? [Episode 219]

    Közzétéve: 2023. 08. 28.

  10. Prospecting, Overcoming Fears, and Sharing Your Voice

    Közzétéve: 2023. 08. 25.

  11. Stop Being A Failure

    Közzétéve: 2023. 08. 24.

  12. Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor

    Közzétéve: 2023. 08. 23.

  13. You Thought It Would Be Easy…[Episode 218]

    Közzétéve: 2023. 08. 21.

  14. DIYers, Navigating Challenges and Delivering Value in Client Interactions

    Közzétéve: 2023. 08. 18.

  15. Fricken DIY’ers

    Közzétéve: 2023. 08. 17.

  16. Just Do The Work: Rinse and Repeat With Guest Amyr Rocha Lima

    Közzétéve: 2023. 08. 16.

  17. Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]

    Közzétéve: 2023. 08. 14.

  18. Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!

    Közzétéve: 2023. 08. 11.

  19. No One Wants To Talk To You

    Közzétéve: 2023. 08. 10.

  20. Unleashing the Power of Virtual Assistants with Guest Karen Stewart

    Közzétéve: 2023. 08. 09.

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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.

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