784 Epizód

  1. Value Adds: Buckets and Guardrails [Episode 181]

    Közzétéve: 2022. 12. 05.

  2. Follow Up Friday - When Value Adds Go Wrong

    Közzétéve: 2022. 12. 02.

  3. Worlds to Conquer - Training Your Team

    Közzétéve: 2022. 12. 01.

  4. What Works Wednesday - Bringing A New Advisor Into Your Firm With Matthew Daugherty

    Közzétéve: 2022. 11. 30.

  5. When Value Adds Go Wrong [Episode 180]

    Közzétéve: 2022. 11. 28.

  6. Follow Up Friday - The Retirement Income Timeline

    Közzétéve: 2022. 11. 25.

  7. Worlds to Conquer - Helping Team Members Set Priorities

    Közzétéve: 2022. 11. 24.

  8. What Works Wednesday - Working With International Clients With Ashley Murphy

    Közzétéve: 2022. 11. 23.

  9. The Retirement Income Timeline [Episode 179]

    Közzétéve: 2022. 11. 21.

  10. Follow Up Friday - TPR Live Event Recap

    Közzétéve: 2022. 11. 18.

  11. Worlds to Conquer - Career Pathways

    Közzétéve: 2022. 11. 17.

  12. What Works Wednesday - Financial Literacy with Daniele Beasley

    Közzétéve: 2022. 11. 16.

  13. TPR Live Event Recap [Episode 178]

    Közzétéve: 2022. 11. 14.

  14. Follow Up Friday - Why Don't You Graduate Clients?

    Közzétéve: 2022. 11. 11.

  15. Worlds To Conquer - Who Are Your Prospects?

    Közzétéve: 2022. 11. 10.

  16. What Works Wednesday - Planning For Aging Clients With Lisa Mayfield

    Közzétéve: 2022. 11. 09.

  17. Why Don’t You Graduate Clients? [Episode 177]

    Közzétéve: 2022. 11. 07.

  18. Follow Up Friday - What Is A Lifestyle Practice?

    Közzétéve: 2022. 11. 04.

  19. Worlds To Conquer - Dealing With Head Trash

    Közzétéve: 2022. 11. 03.

  20. What Works Wednesday - Business Planning with Scott Rusnak

    Közzétéve: 2022. 11. 02.

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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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