784 Epizód

  1. What Is A Lifestyle Practice? [Episode 176]

    Közzétéve: 2022. 10. 31.

  2. Follow Up Friday - Delegation: When It Works And When It Doesn’t

    Közzétéve: 2022. 10. 28.

  3. Worlds To Conquer - Client Onboarding: Referrals

    Közzétéve: 2022. 10. 27.

  4. What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick

    Közzétéve: 2022. 10. 26.

  5. Delegation: When It Works And When It Doesn’t [Episode 175]

    Közzétéve: 2022. 10. 24.

  6. Follow Up Friday - Your Client Onboarding Process

    Közzétéve: 2022. 10. 21.

  7. Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

    Közzétéve: 2022. 10. 20.

  8. Your Client Onboarding Process [Episode 174]

    Közzétéve: 2022. 10. 17.

  9. Follow Up Friday - What Do You Do Once The Prospect Says ‘Yes!’?

    Közzétéve: 2022. 10. 14.

  10. Worlds To Conquer - New Client Onboarding - What Information New Prospects and Clients Provide

    Közzétéve: 2022. 10. 13.

  11. What Works Wednesday - The Top Reasons Why You Should Stay With A Broker-Dealer with Brad Wales

    Közzétéve: 2022. 10. 12.

  12. What Do You Do Once The Prospect Says ‘Yes!’? [Episode 173]

    Közzétéve: 2022. 10. 10.

  13. Follow Up Friday - How To Communicate Your Value To Clients

    Közzétéve: 2022. 10. 07.

  14. Worlds To Conquer - New Client Onboarding - Setting Expectations

    Közzétéve: 2022. 10. 06.

  15. What Works Wednesday - Taking A Time Away From The Office with Taylor Schulte

    Közzétéve: 2022. 10. 05.

  16. How To Communicate Your Value To Clients [Episode 172]

    Közzétéve: 2022. 10. 03.

  17. Follow Up Friday - Helping Team Members Triage Client Requests

    Közzétéve: 2022. 09. 30.

  18. Worlds To Conquer - The Importance Of A Team

    Közzétéve: 2022. 09. 29.

  19. What Works Wednesday - Being Intentional With Your Niche And Your Emotions With Don Hilario

    Közzétéve: 2022. 09. 28.

  20. Helping Team Members Triage Client Requests [Episode 171]

    Közzétéve: 2022. 09. 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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