784 Epizód

  1. Reading Time With Jarvis - Hell Yeah or No by Derek Sivers

    Közzétéve: 2021. 06. 23.

  2. What Happens When You Don't Know The Answer? [Episode 116]

    Közzétéve: 2021. 06. 21.

  3. Follow Up Friday - Prospect Lessons from 2021

    Közzétéve: 2021. 06. 18.

  4. Wisdom Wednesday - DMV on Identity Theft

    Közzétéve: 2021. 06. 16.

  5. Prospect Lessons from 2021 [Episode 115]

    Közzétéve: 2021. 06. 14.

  6. Weekly Wrap Up - Head Trash

    Közzétéve: 2021. 06. 11.

  7. Reading Time With Jarvis - Skin in the Game by Nassim Taleb

    Közzétéve: 2021. 06. 09.

  8. Head Trash [Episode 114]

    Közzétéve: 2021. 06. 07.

  9. Tips from the Trenches - Conference Room Mistakes

    Közzétéve: 2021. 06. 02.

  10. Reading Time With Jarvis - Social Security: The Inside Story by Andy Landis

    Közzétéve: 2021. 05. 26.

  11. Weekly Wrap Up - I'm Done with Surge...Now What?

    Közzétéve: 2021. 05. 21.

  12. Tips from the Trenches - The Dishwasher Rule

    Közzétéve: 2021. 05. 19.

  13. I'm Done With Surge...Now What? [Episode 113]

    Közzétéve: 2021. 05. 17.

  14. Weekly Wrap Up - Why Advisors Fail

    Közzétéve: 2021. 05. 14.

  15. Reading Time With Jarvis - Life and Death Planning for Retirement Benefits by Natalie Choate

    Közzétéve: 2021. 05. 12.

  16. Why Advisors Fail [Episode 112]

    Közzétéve: 2021. 05. 10.

  17. Tips from the Trenches - Prospect Process

    Közzétéve: 2021. 05. 05.

  18. It’s Just An Email [Episode 111]

    Közzétéve: 2021. 05. 03.

  19. Reading Time With Jarvis - The War of Art by Steven Pressfield

    Közzétéve: 2021. 04. 28.

  20. Tips from the Trenches - When the Sales Process Goes Wrong

    Közzétéve: 2021. 04. 21.

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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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