The Perfect RIA
by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
November 11, 2024 7:00 pm
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.
Recent Episodes
Education, Independence, and Growth with Guest Ryan Morrissey [Episode 282]
5 days agoPower Moves: Smart Business Planning and Savvy Hiring
1 week agoWhat Are We Paying Employees?
1 week agoA Failure to Plan is a Plan to Fail [Episode 281]
2 weeks agoBitcoin Battles and Value Add Victories
2 weeks agoEncore Episode: Managing Value Adds In Surge
2 weeks agoThe Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]
3 weeks agoLeading with Integrity: Balancing Team Management and Client Relationships in Financial Advising
3 weeks agoA Tangent with Floyd Shilanski
3 weeks agoLearning Opportunity or Time To Go [Episode 279]
4 weeks ago