784 Epizód

  1. Only Fools Get Alerts [Episode 241]

    Közzétéve: 2024. 01. 29.

  2. Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias

    Közzétéve: 2024. 01. 26.

  3. Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits

    Közzétéve: 2024. 01. 25.

  4. Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff

    Közzétéve: 2024. 01. 24.

  5. Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]

    Közzétéve: 2024. 01. 22.

  6. Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips

    Közzétéve: 2024. 01. 19.

  7. BS Business Advice About Building Teams

    Közzétéve: 2024. 01. 18.

  8. Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison

    Közzétéve: 2024. 01. 17.

  9. What Does Profitability Really Look Like? [Episode 239]

    Közzétéve: 2024. 01. 15.

  10. Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

    Közzétéve: 2024. 01. 12.

  11. Empowering Futures: Goal-Setting Strategies for Young Adults

    Közzétéve: 2024. 01. 11.

  12. Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

    Közzétéve: 2024. 01. 10.

  13. Prospect Process - Why Prospects Say No [Episode 238]

    Közzétéve: 2024. 01. 08.

  14. New Year Goals, High Achiever Coaching, and Team Appreciation Languages

    Közzétéve: 2024. 01. 05.

  15. High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages

    Közzétéve: 2024. 01. 04.

  16. Coaching High Achievers with Guest Rhonda Farr

    Közzétéve: 2024. 01. 03.

  17. New Year - New You [Episode 237]

    Közzétéve: 2024. 01. 01.

  18. Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers

    Közzétéve: 2023. 12. 29.

  19. Job Offers

    Közzétéve: 2023. 12. 28.

  20. Becoming An Inclusive Leader with Guest Kameka McLean

    Közzétéve: 2023. 12. 27.

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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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