784 Epizód

  1. Stop Being Lazy [Episode 211]

    Közzétéve: 2023. 07. 03.

  2. Too Many Clients, Core Values, and Bad Leaders

    Közzétéve: 2023. 06. 30.

  3. Leaders You Shouldn't Follow

    Közzétéve: 2023. 06. 29.

  4. Core Values With Guest Ross Welte

    Közzétéve: 2023. 06. 28.

  5. Why Are 50 Clients Too Many? [Episode 210]

    Közzétéve: 2023. 06. 26.

  6. Creating Content, Simplifying Taxes, and Why Words Matter

    Közzétéve: 2023. 06. 23.

  7. Words Matter

    Közzétéve: 2023. 06. 22.

  8. Making Taxes Easy with Guest Steven Jarvis

    Közzétéve: 2023. 06. 21.

  9. Creating Valuable Content [Episode 209]

    Közzétéve: 2023. 06. 19.

  10. Financial Undressing, Team Building, and Taking Criticism

    Közzétéve: 2023. 06. 16.

  11. Taking Criticism

    Közzétéve: 2023. 06. 15.

  12. Team Building For Financial Advisors With Guest Christine Timms

    Közzétéve: 2023. 06. 14.

  13. Why Financial Undressing Matters [Episode 208]

    Közzétéve: 2023. 06. 12.

  14. Stacking The Odds, Writing Legacy Letters, and Continuous Team Training

    Közzétéve: 2023. 06. 09.

  15. You Didn’t Hire Idiots

    Közzétéve: 2023. 06. 08.

  16. The Value Of Writing A Legacy Letter With Guest Blake Brewer

    Közzétéve: 2023. 06. 07.

  17. Stacking The Odds In Your Favor [Episode 207]

    Közzétéve: 2023. 06. 05.

  18. Prospect Process, Forcing Mechanisms, and Unlimited Access

    Közzétéve: 2023. 06. 02.

  19. How You Can Offer Unlimited Access

    Közzétéve: 2023. 06. 01.

  20. Unique Forcing Mechanisms with Guest Dave Zaegel

    Közzétéve: 2023. 05. 31.

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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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