784 Epizód

  1. Tax Planning In 2023 [Episode 186]

    Közzétéve: 2023. 01. 09.

  2. Follow Up Friday - You Are Playing Office, Here’s How To Tell

    Közzétéve: 2023. 01. 06.

  3. Worlds to Conquer - Goal Setting

    Közzétéve: 2023. 01. 05.

  4. What Works Wednesday - Focusing On Positivity With Rich Chen

    Közzétéve: 2023. 01. 04.

  5. You Are Playing Office, Here’s How To Tell [Episode 185]

    Közzétéve: 2023. 01. 02.

  6. Follow Up Friday - Was 2022 Your Best Year Ever?

    Közzétéve: 2022. 12. 30.

  7. Worlds to Conquer - Family Offices Q&A

    Közzétéve: 2022. 12. 29.

  8. What Works Wednesday - Leading Advisors With Dustin Corrente

    Közzétéve: 2022. 12. 28.

  9. Was 2022 Your Best Year Ever? [Episode 184]

    Közzétéve: 2022. 12. 26.

  10. Follow Up Friday - Surge - What If It Works?

    Közzétéve: 2022. 12. 23.

  11. Worlds to Conquer - Growing Up In A Family Office With Lane Wild

    Közzétéve: 2022. 12. 22.

  12. What Works Wednesday - Surge And Transferring Credibility With Monica Osborne and Colleen Wallace

    Közzétéve: 2022. 12. 21.

  13. Surge - What If It Works? [Episode 183]

    Közzétéve: 2022. 12. 19.

  14. Follow Up Friday - Why Are Value Adds Amazing?!

    Közzétéve: 2022. 12. 16.

  15. Worlds to Conquer - Family Offices: An Interview With Floyd Shilanski

    Közzétéve: 2022. 12. 15.

  16. What Works Wednesday - Small Business Planning With Steven Jarvis, CPA

    Közzétéve: 2022. 12. 14.

  17. Why Are Value Adds Amazing?! [Episode 182]

    Közzétéve: 2022. 12. 12.

  18. Follow Up Friday - Value Adds: Buckets and Guardrails

    Közzétéve: 2022. 12. 09.

  19. Worlds to Conquer - Family Offices

    Közzétéve: 2022. 12. 08.

  20. What Works Wednesday - Creating Habits With Lindsay Picone

    Közzétéve: 2022. 12. 07.

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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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