784 Epizód

  1. How Did I Lose $50,000 This Month!?! [Episode 153]

    Közzétéve: 2022. 05. 23.

  2. Follow Up Friday - You Said What In A Client Meeting?!

    Közzétéve: 2022. 05. 20.

  3. Tips from the Trenches - Getting The Right Clients And The Three P’s - Personable, Profitable, and Productive

    Közzétéve: 2022. 05. 18.

  4. You Said What In A Client Meeting?! [Episode 152]

    Közzétéve: 2022. 05. 16.

  5. Follow Up Friday - Why Don’t I Have More Prospects?!?

    Közzétéve: 2022. 05. 13.

  6. Reading Time with Jarvis - Delivering Massive Value - Managing Client Expectations

    Közzétéve: 2022. 05. 11.

  7. Why Don’t I Have More Prospects?!? [Episode 151]

    Közzétéve: 2022. 05. 09.

  8. Follow Up Friday - Show Me The Beef!

    Közzétéve: 2022. 05. 06.

  9. Tips from the Trenches - Show Up For Surge

    Közzétéve: 2022. 05. 04.

  10. Show Me The Beef! [Episode 150]

    Közzétéve: 2022. 05. 02.

  11. Follow Up Friday - How Do I Actually Get Tax Returns From Clients?

    Közzétéve: 2022. 04. 29.

  12. Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators

    Közzétéve: 2022. 04. 27.

  13. How Do I Actually Get Tax Returns From Clients? [Ep 149]

    Közzétéve: 2022. 04. 25.

  14. Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain”

    Közzétéve: 2022. 04. 22.

  15. Tips from the Trenches - Tales From Tax Season

    Közzétéve: 2022. 04. 20.

  16. Do You Even Need To Be In Your Prospect Meetings? “Ignore The Man Behind The Curtain” [Episode 148]

    Közzétéve: 2022. 04. 18.

  17. Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate?

    Közzétéve: 2022. 04. 15.

  18. Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones

    Közzétéve: 2022. 04. 13.

  19. Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147]

    Közzétéve: 2022. 04. 11.

  20. Follow Up Friday - Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA

    Közzétéve: 2022. 04. 08.

26 / 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.

Visit the podcast's native language site