784 Epizód

  1. Tips from the Trenches - Your Team As Teachers

    Közzétéve: 2022. 04. 06.

  2. Tax Planning Mistake #5 - You’re Making The CPA’s Life Hell With Guest Steven Jarvis, CPA [Episode 146]

    Közzétéve: 2022. 04. 04.

  3. Follow Up Friday - Guest Star Reese Harper

    Közzétéve: 2022. 04. 01.

  4. Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan?

    Közzétéve: 2022. 03. 30.

  5. Guest Star Reese Harper [Episode 145]

    Közzétéve: 2022. 03. 28.

  6. Follow Up Friday - But I Don't Have Time For That

    Közzétéve: 2022. 03. 25.

  7. Tips from the Trenches - Value Adds in Surge

    Közzétéve: 2022. 03. 23.

  8. But I Don't Have Time For That [Episode 144]

    Közzétéve: 2022. 03. 21.

  9. Follow Up Friday - Can I Get A Discount?

    Közzétéve: 2022. 03. 18.

  10. Reading Time with Jarvis - Delivering Massive Value - Why Investments Don't Matter

    Közzétéve: 2022. 03. 16.

  11. Can I Get A Discount? [Episode 143]

    Közzétéve: 2022. 03. 14.

  12. Follow Up Friday - Giving Out My Cell Phone Is How I Add Value

    Közzétéve: 2022. 03. 11.

  13. Tips from the Trenches - Tax Projections and Medicare IRMAA

    Közzétéve: 2022. 03. 09.

  14. Giving Out My Cell Phone Is How I Add Value [Episode 142]

    Közzétéve: 2022. 03. 07.

  15. Follow Up Friday - THE Floyd Shilanski

    Közzétéve: 2022. 03. 04.

  16. Reading Time with Jarvis - Delivering Massive Value - Empower Your People: Cultivating a Team of Rockstars

    Közzétéve: 2022. 03. 02.

  17. THE Floyd Shilanski [Episode 141]

    Közzétéve: 2022. 02. 28.

  18. Follow Up Friday - What Is The Perfect RIA?

    Közzétéve: 2022. 02. 25.

  19. Tips from the Trenches - Post Surge Meetings

    Közzétéve: 2022. 02. 23.

  20. What Is The Perfect RIA? [Episode 140]

    Közzétéve: 2022. 02. 21.

27 / 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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