784 Epizód

  1. Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes

    Közzétéve: 2020. 11. 04.

  2. How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]

    Közzétéve: 2020. 11. 02.

  3. Tips from the Trenches - Politics

    Közzétéve: 2020. 10. 28.

  4. Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss

    Közzétéve: 2020. 10. 21.

  5. When Clients Don't Transfer Assets [Episode 92]

    Közzétéve: 2020. 10. 19.

  6. Reading Time with Jarvis - Love and Logic for Advisors

    Közzétéve: 2020. 10. 14.

  7. Implementing Surge Meetings with Taylor Schulte

    Közzétéve: 2020. 10. 12.

  8. Tips from the Trenches - Guided Discovery

    Közzétéve: 2020. 10. 07.

  9. Why Isn't This Working? [Episode 91]

    Közzétéve: 2020. 10. 05.

  10. Reading Time with Jarvis - Lessons from Jocko

    Közzétéve: 2020. 09. 23.

  11. When Nick Murray Told Jarvis to NOT Come to His Conference [Episode 90]

    Közzétéve: 2020. 09. 21.

  12. Tips from the Trenches - Work Life Balance

    Közzétéve: 2020. 09. 16.

  13. Am I Charging Too Much?!? [Episode 89]

    Közzétéve: 2020. 09. 14.

  14. Reading Time with Jarvis - Nick Murray, The Godfather of Financial Planning

    Közzétéve: 2020. 09. 09.

  15. How Do I Fire A Client? [Episode 88]

    Közzétéve: 2020. 09. 07.

  16. Tips from the Trenches - PPP

    Közzétéve: 2020. 08. 19.

  17. What Are My Prospects Thinking About… [Episode 87]

    Közzétéve: 2020. 08. 17.

  18. Tips from the Trenches - Making Assumptions

    Közzétéve: 2020. 08. 12.

  19. Am I A Good Enough Advisor? [Episode 86]

    Közzétéve: 2020. 08. 10.

  20. I Screwed Up. Now What? [Episode 85]

    Közzétéve: 2020. 08. 03.

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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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