784 Epizód

  1. Follow Up Friday - Discount Fee - Then Discount Advisor!

    Közzétéve: 2022. 07. 08.

  2. What Works Wednesday with Guest Dustin Frost

    Közzétéve: 2022. 07. 06.

  3. Discount Fee - Then Discount Advisor! [Episode 159]

    Közzétéve: 2022. 07. 04.

  4. Follow Up Friday - Roth Conversions

    Közzétéve: 2022. 07. 01.

  5. Tips from the Trenches - Taxes

    Közzétéve: 2022. 06. 29.

  6. Roth Conversions [Episode 158]

    Közzétéve: 2022. 06. 27.

  7. Follow Up Friday - What Are You Gaining From Conferences?

    Közzétéve: 2022. 06. 24.

  8. What Works Wednesday With Guest Libby Greiwe

    Közzétéve: 2022. 06. 22.

  9. What Are You Gaining From Conferences? [Episode 157]

    Közzétéve: 2022. 06. 20.

  10. Follow Up Friday - If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks!

    Közzétéve: 2022. 06. 17.

  11. Tips from the Trenches - Buckets In A Volatile Market

    Közzétéve: 2022. 06. 15.

  12. If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156]

    Közzétéve: 2022. 06. 13.

  13. Follow Up Friday - Doing What Works

    Közzétéve: 2022. 06. 10.

  14. Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success

    Közzétéve: 2022. 06. 08.

  15. Doing What Works [Episode 155]

    Közzétéve: 2022. 06. 06.

  16. Follow Up Friday - Stop Talking Yourself Out Of The Sale!

    Közzétéve: 2022. 06. 03.

  17. Tips from the Trenches - Following Your Own Advice

    Közzétéve: 2022. 06. 01.

  18. Stop Talking Yourself Out Of The Sale! [Episode 154]

    Közzétéve: 2022. 05. 30.

  19. Follow Up Friday - How Did I Lose $50,000 This Month!?!

    Közzétéve: 2022. 05. 27.

  20. Reading Time with Jarvis - Delivering Massive Value - Why Networking Almost Always Fails

    Közzétéve: 2022. 05. 25.

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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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