784 Folgen

  1. Holy Smokes My Fees Are Going Up! What Am I Gonna Do? [Episode 226]

    Vom: 16.10.2023

  2. Quantifying Success, Recruitment, and Effective Leadership

    Vom: 13.10.2023

  3. You’re Pi$$ing Me Off - Part 1

    Vom: 12.10.2023

  4. Recruitment Strategies and Talent Retention with Guest Yosef Colish

    Vom: 11.10.2023

  5. Measure What Really Matters? [Episode 225]

    Vom: 9.10.2023

  6. Exceptions, Mindset, and Owning Who You Are

    Vom: 6.10.2023

  7. Own It Already!

    Vom: 5.10.2023

  8. Raising Your Gaze and Being Coachable with Guest Nic Yeomans

    Vom: 4.10.2023

  9. A Disturbance In The Force… [Episode 224]

    Vom: 2.10.2023

  10. The Real Deal on Investments, Bookkeeping, and Succession Planning

    Vom: 29.9.2023

  11. Succe$$ion

    Vom: 28.9.2023

  12. Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

    Vom: 27.9.2023

  13. My Investments Are Bigger Than Yours [Episode 223]

    Vom: 25.9.2023

  14. Decoding Delegation, Client Themes, and Hiring Wisdom

    Vom: 22.9.2023

  15. You Promised What?!

    Vom: 21.9.2023

  16. The Power of Working in Themes with Guest Libby Greiwe

    Vom: 20.9.2023

  17. Common Assistant (Team) Myths [Episode 222]

    Vom: 18.9.2023

  18. Surge Success, Epic Adventures, And Humility

    Vom: 15.9.2023

  19. Curious ?'s

    Vom: 14.9.2023

  20. Journey Beyond The Doorstep Mile With Guest Charlie Walker

    Vom: 13.9.2023

12 / 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.

Visit the podcast's native language site