784 Epizód

  1. Follow Up Friday - Client Segmentation

    Közzétéve: 2022. 02. 18.

  2. Reading Time with Jarvis - Delivering Massive Value - Raising Your Fees Is Still Within Reach

    Közzétéve: 2022. 02. 16.

  3. Client Segmentation [Episode 139]

    Közzétéve: 2022. 02. 14.

  4. Follow Up Friday - You Drank a Soda in a Client Meeting?!?

    Közzétéve: 2022. 02. 11.

  5. Tips from the Trenches - Having Your Team Run Meetings

    Közzétéve: 2022. 02. 09.

  6. You Drank a Soda in a Client Meeting?!? [Episode 138]

    Közzétéve: 2022. 02. 07.

  7. Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash

    Közzétéve: 2022. 02. 02.

  8. Tips from the Trenches - Value Adds On A Security Breach

    Közzétéve: 2022. 01. 26.

  9. Follow Up Friday - Asking Questions That Matter For Estate Planning

    Közzétéve: 2022. 01. 21.

  10. Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success

    Közzétéve: 2022. 01. 19.

  11. Asking Questions That Matter For Estate Planning [Episode 137]

    Közzétéve: 2022. 01. 17.

  12. Follow Up Friday - The Godfather: Michael Kitces

    Közzétéve: 2022. 01. 14.

  13. Tips from the Trenches - Facial Expressions

    Közzétéve: 2022. 01. 12.

  14. The Godfather: Michael Kitces [Episode 136]

    Közzétéve: 2022. 01. 10.

  15. Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$

    Közzétéve: 2022. 01. 07.

  16. Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client

    Közzétéve: 2022. 01. 05.

  17. It Took Me XX Hours And Is Therefore Worth $$ [Episode 135]

    Közzétéve: 2022. 01. 03.

  18. Tips from the Trenches - Getting Rona During Surge

    Közzétéve: 2021. 12. 29.

  19. Follow Up Friday - But I'm At Capacity

    Közzétéve: 2021. 12. 24.

  20. Reading Time with Jarvis - Delivering Massive Value - Prospect Process Mishap: Too Much or Too Little

    Közzétéve: 2021. 12. 22.

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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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