784 Epizód

  1. Genuine Communication and Prospecting Pitfalls

    Közzétéve: 2024. 03. 15.

  2. When Prospecting Goes Wrong

    Közzétéve: 2024. 03. 14.

  3. Communication, Not Sales [Episode 247]

    Közzétéve: 2024. 03. 11.

  4. Talent Acquisition and Profitable Prospect Meetings

    Közzétéve: 2024. 03. 08.

  5. Charging For Prospect Meetings

    Közzétéve: 2024. 03. 07.

  6. Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]

    Közzétéve: 2024. 03. 04.

  7. Prospecting and Pregame Strategies

    Közzétéve: 2024. 03. 01.

  8. Prospecting That Works for Advisors

    Közzétéve: 2024. 02. 29.

  9. Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]

    Közzétéve: 2024. 02. 26.

  10. Masterminds and Navigating Nepotism in the Workplace

    Közzétéve: 2024. 02. 23.

  11. Should I Let My Kids Work For Me?

    Közzétéve: 2024. 02. 22.

  12. The Power of Masterminds with Guest Aaron Walker [Episode 244]

    Közzétéve: 2024. 02. 19.

  13. Crisis Preparedness and Disaster Recovery

    Közzétéve: 2024. 02. 16.

  14. Sinking Ships

    Közzétéve: 2024. 02. 15.

  15. No One Will Fix It For You [Episode 243]

    Közzétéve: 2024. 02. 12.

  16. Navigating the Prospect Process and Employee Compensation Conversations

    Közzétéve: 2024. 02. 09.

  17. How To Negotiate Your Pay

    Közzétéve: 2024. 02. 08.

  18. Creating a Prospect Process that Works with Guest John Barron [Episode 242]

    Közzétéve: 2024. 02. 05.

  19. Destructive Alerts and The Art of Employee Firings

    Közzétéve: 2024. 02. 02.

  20. How to Fire Someone

    Közzétéve: 2024. 02. 01.

8 / 40

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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