784 Epizód

  1. Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]

    Közzétéve: 2023. 05. 29.

  2. Walls, Right Fits, And What Will Get You Fired

    Közzétéve: 2023. 05. 26.

  3. What Gets You Fired

    Közzétéve: 2023. 05. 25.

  4. The Right Value And The Right Clients with Guest Jason Speciner

    Közzétéve: 2023. 05. 24.

  5. Wall, What Wall? [Episode 205]

    Közzétéve: 2023. 05. 22.

  6. Surge Abandonment, Content Marketing and Amateur Hour

    Közzétéve: 2023. 05. 19.

  7. Amateur Hour

    Közzétéve: 2023. 05. 18.

  8. Content Marketing With Guest Dave Zoller

    Közzétéve: 2023. 05. 17.

  9. Did Surge Abandon You? [Episode 204]

    Közzétéve: 2023. 05. 15.

  10. Follow Up Friday - The Office Will Burn Down If You Go On Vacation

    Közzétéve: 2023. 05. 12.

  11. Worlds to Conquer - When #$@# Goes Wrong

    Közzétéve: 2023. 05. 11.

  12. What Works Wednesday - The Seller’s Journey With Guest Denise Logan

    Közzétéve: 2023. 05. 10.

  13. The Office Will Burn Down If You Go On Vacation [Episode 203]

    Közzétéve: 2023. 05. 08.

  14. Follow Up Friday - Do You Even Have Credibility?

    Közzétéve: 2023. 05. 05.

  15. Worlds To Conquer - Chasing Money VS. Delivering Massive Value

    Közzétéve: 2023. 05. 04.

  16. What Works Wednesday - Working Past Limitations With Guest David Edmisten

    Közzétéve: 2023. 05. 03.

  17. Do You Even Have Credibility? [Episode 202]

    Közzétéve: 2023. 05. 01.

  18. Follow Up Friday - Why Aren’t You Delegating To A Virtual Assistant?

    Közzétéve: 2023. 04. 28.

  19. Worlds to Conquer - Client Events and Executive Assistants

    Közzétéve: 2023. 04. 27.

  20. What Works Wednesday - Hiring An Assistant With Guest Tricia Sciortino

    Közzétéve: 2023. 04. 26.

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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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