The Perfect RIA
Podcast készítő Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Epizód
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Follow Up Friday - Being The Best
Közzétéve: 2021. 08. 20. -
Reading Time With Jarvis - Mr. Money Mustache
Közzétéve: 2021. 08. 18. -
Being The Best [Episode 122]
Közzétéve: 2021. 08. 16. -
Follow Up Friday - When You Make Too Many Exceptions
Közzétéve: 2021. 08. 13. -
Tips from the Trenches - Team Experience
Közzétéve: 2021. 08. 11. -
When You Make Too Many Exceptions [Episode 121]
Közzétéve: 2021. 08. 09. -
Follow Up Friday - The Power Factor
Közzétéve: 2021. 08. 06. -
Reading Time With Jarvis - Total Money Makeover by Dave Ramsey
Közzétéve: 2021. 08. 04. -
The Power Factor [Episode 120]
Közzétéve: 2021. 08. 02. -
Tips from the Trenches - Breaking the Process
Közzétéve: 2021. 07. 28. -
Follow Up Friday - How to Delegate Email
Közzétéve: 2021. 07. 23. -
Reading Time With Jarvis - Knocking on Heaven's Door by Katy Butler
Közzétéve: 2021. 07. 21. -
How to Delegate Email [Episode 119]
Közzétéve: 2021. 07. 19. -
Tips from the Trenches - Check-in Time When We're Gone
Közzétéve: 2021. 07. 14. -
Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]
Közzétéve: 2021. 07. 12. -
Follow Up Friday - What Happens When You Make A Mistake
Közzétéve: 2021. 07. 09. -
Reading Time With Jarvis - The Tipping Point by Malcolm Gladwell
Közzétéve: 2021. 07. 07. -
Mid-Year Review [Episode 117]
Közzétéve: 2021. 07. 05. -
Tips from the Trenches - Head Trash
Közzétéve: 2021. 06. 30. -
Follow Up Friday - What Happens When You Don't Know The Answer?
Közzétéve: 2021. 06. 25.
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.
