784 Epizód

  1. Reading Time with Jarvis - Tools of Titans by Tim Ferriss

    Közzétéve: 2021. 01. 27.

  2. Tips from the Trenches - Interviewing Attorneys

    Közzétéve: 2021. 01. 20.

  3. Why Am I Not Getting More Referrals? [Episode 101]

    Közzétéve: 2021. 01. 18.

  4. Reading Time with Jarvis - Measure What Matters by John Doerr

    Közzétéve: 2021. 01. 13.

  5. How Much Should I Be Charging? [Episode 100]

    Közzétéve: 2021. 01. 11.

  6. Tips from the Trenches - Gifting Money to Kids

    Közzétéve: 2021. 01. 06.

  7. Should I Leave My Broker Dealer This Year? [Episode 99]

    Közzétéve: 2021. 01. 04.

  8. Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray

    Közzétéve: 2020. 12. 30.

  9. Tips from the Trenches - Paying Your House off in Retirement

    Közzétéve: 2020. 12. 23.

  10. Sten Morgan Interview [Episode 98]

    Közzétéve: 2020. 12. 21.

  11. Reading Time with Jarvis - A Random Walk Down Wall Street by Burton Malkiel

    Közzétéve: 2020. 12. 16.

  12. Professing Our Love for Kitces [Episode 97]

    Közzétéve: 2020. 12. 14.

  13. Tips from the Trenches - Pay Raises in Retirement

    Közzétéve: 2020. 12. 09.

  14. John Lee Dumas Interview [Episode 96]

    Közzétéve: 2020. 12. 07.

  15. Reading Time with Jarvis - Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland

    Közzétéve: 2020. 12. 02.

  16. Tips from the Trenches - What if X Happens When I Retire?

    Közzétéve: 2020. 11. 25.

  17. Reading Time with Jarvis - Drive by Daniel Pink

    Közzétéve: 2020. 11. 18.

  18. FPA Presentation [Episode 95]

    Közzétéve: 2020. 11. 16.

  19. Tips from the Trenches - Convincing Clients They Can Retire

    Közzétéve: 2020. 11. 11.

  20. How Do I Start a Mastermind Group? [Episode 94]

    Közzétéve: 2020. 11. 09.

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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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