784 Epizód

  1. Follow Up Friday - A Tale Of Two Surges - Matthew and Micah's Surge Comparison

    Közzétéve: 2022. 08. 19.

  2. Worlds To Conquer - Managing Value Adds In Surge

    Közzétéve: 2022. 08. 18.

  3. What Works Wednesday With Guest Rich Chen

    Közzétéve: 2022. 08. 17.

  4. A Tale of Two Surges - Matthew and Micah's Surge Comparison [Episode 165]

    Közzétéve: 2022. 08. 15.

  5. Follow Up Friday - Surge Meeting Mistakes

    Közzétéve: 2022. 08. 12.

  6. Worlds To Conquer - Calendaring Surge

    Közzétéve: 2022. 08. 11.

  7. What Works Wednesday with Guests Steven Jarvis and Leila Shaver

    Közzétéve: 2022. 08. 10.

  8. Surge Meeting Mistakes [Episode 164]

    Közzétéve: 2022. 08. 08.

  9. Follow Up Friday - Estate Planning and Fall Surge

    Közzétéve: 2022. 08. 05.

  10. What Works Wednesday with Guest Alan Moore

    Közzétéve: 2022. 08. 03.

  11. Estate Planning and Fall Surge [Episode 163]

    Közzétéve: 2022. 08. 01.

  12. Follow Up Friday - What Does Family First Mean To You?

    Közzétéve: 2022. 07. 29.

  13. What Works Wednesday with Guest Joe Curry

    Közzétéve: 2022. 07. 27.

  14. What Does Family First Mean To You? [Episode 162]

    Közzétéve: 2022. 07. 25.

  15. Follow Up Friday - EVERYONE Charges A Premium Fee

    Közzétéve: 2022. 07. 22.

  16. What Works Wednesday with Guest Michael Henley

    Közzétéve: 2022. 07. 20.

  17. EVERYONE Charges A Premium Fee [Episode 161]

    Közzétéve: 2022. 07. 18.

  18. Follow Up Friday - Kitces Office Hours Teaser

    Közzétéve: 2022. 07. 15.

  19. What Works Wednesday with Guest Benjamin Brandt

    Közzétéve: 2022. 07. 13.

  20. Kitces Office Hours Teaser [Episode 160]

    Közzétéve: 2022. 07. 11.

24 / 40

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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