784 Epizód

  1. Your Q1 Surge Plan [Episode 191]

    Közzétéve: 2023. 02. 13.

  2. Follow Up Friday - Best Communication Tips - You CAN Teach An Old Dog New Tricks

    Közzétéve: 2023. 02. 10.

  3. Worlds to Conquer - Surge: Schedules and Teams

    Közzétéve: 2023. 02. 09.

  4. What Works Wednesday - Pushing Your Comfort Zone With Bryan Garris

    Közzétéve: 2023. 02. 08.

  5. Best Communication Tips - You CAN Teach An Old Dog New Tricks [Episode 190]

    Közzétéve: 2023. 02. 06.

  6. Follow Up Friday - What If You HAD To Double Your Productivity?!?

    Közzétéve: 2023. 02. 03.

  7. Worlds to Conquer - Defining Value With Your Team

    Közzétéve: 2023. 02. 02.

  8. What Works Wednesday - Graduating Clients and Implementing Surge With Chris Michalman

    Közzétéve: 2023. 02. 01.

  9. What If You HAD To Double Your Productivity?!? [Episode 189]

    Közzétéve: 2023. 01. 30.

  10. Follow Up Friday - The Goal Of The Perfect RIA

    Közzétéve: 2023. 01. 27.

  11. Worlds to Conquer - Getting Uncomfortable With Your Goals

    Közzétéve: 2023. 01. 26.

  12. What Works Wednesday - Deal Structures and Trends In The M&A Market

    Közzétéve: 2023. 01. 25.

  13. The Goal Of The Perfect RIA [Episode 188]

    Közzétéve: 2023. 01. 23.

  14. Follow Up Friday - Why Is Playing Office Such An Evil?!?

    Közzétéve: 2023. 01. 20.

  15. Worlds to Conquer - Goals And Productivity

    Közzétéve: 2023. 01. 19.

  16. What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau

    Közzétéve: 2023. 01. 18.

  17. Why Is Playing Office Such An Evil?!? [Episode 187]

    Közzétéve: 2023. 01. 16.

  18. Follow Up Friday - Tax Planning In 2023

    Közzétéve: 2023. 01. 13.

  19. Worlds to Conquer - Goal Setting: Email And Chat

    Közzétéve: 2023. 01. 12.

  20. What Works Wednesday - Creating Systems and Processes With Cameo Roberson

    Közzétéve: 2023. 01. 11.

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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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