784 Folgen

  1. The Twelve Days of TPR Christmas [Episode 236]

    Vom: 25.12.2023

  2. Mastering Client Communication, Growth Strategies, and Team Resilience

    Vom: 22.12.2023

  3. Burnout Is For Wimps

    Vom: 21.12.2023

  4. Wholesaler Who Saw The Light With Guest Anthony Zanetti

    Vom: 20.12.2023

  5. Do NOT Say That To A Client [Episode 235]

    Vom: 18.12.2023

  6. Impactful Meetings, Wholesaler Perspectives, and Client Retention

    Vom: 15.12.2023

  7. Are You Sticky?

    Vom: 14.12.2023

  8. Confessions Of A Wholesaler with Guest Greg Goin

    Vom: 13.12.2023

  9. Two Most Important Parts of a Surge Meeting [Episode 234]

    Vom: 11.12.2023

  10. Value Delivery, Transformative Coaching, and Navigating Legal Challenges

    Vom: 8.12.2023

  11. Stupid Games = Stupid Prizes

    Vom: 7.12.2023

  12. The Power of Coaching With Guest Scott Rusnak

    Vom: 6.12.2023

  13. Value Sledgehammer or Volume Sucker Punch? [Episode 233]

    Vom: 4.12.2023

  14. Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

    Vom: 1.12.2023

  15. Acts Of Service

    Vom: 30.11.2023

  16. The Complexity Curve with Guest Paul Saganey

    Vom: 29.11.2023

  17. Throwback: Asking Questions That Matter For Estate Planning

    Vom: 27.11.2023

  18. Mastering Communication, Delegation Secrets, and Personal Growth

    Vom: 24.11.2023

  19. Showin' Up For A Fight

    Vom: 23.11.2023

  20. Delegating for Success with Guest Karen Stewart

    Vom: 22.11.2023

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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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