The Perfect RIA
Ein Podcast von Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Folgen
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Only Fools Get Alerts [Episode 241]
Vom: 29.1.2024 -
Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
Vom: 26.1.2024 -
Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
Vom: 25.1.2024 -
Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
Vom: 24.1.2024 -
Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]
Vom: 22.1.2024 -
Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
Vom: 19.1.2024 -
BS Business Advice About Building Teams
Vom: 18.1.2024 -
Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
Vom: 17.1.2024 -
What Does Profitability Really Look Like? [Episode 239]
Vom: 15.1.2024 -
Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
Vom: 12.1.2024 -
Empowering Futures: Goal-Setting Strategies for Young Adults
Vom: 11.1.2024 -
Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
Vom: 10.1.2024 -
Prospect Process - Why Prospects Say No [Episode 238]
Vom: 8.1.2024 -
New Year Goals, High Achiever Coaching, and Team Appreciation Languages
Vom: 5.1.2024 -
High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
Vom: 4.1.2024 -
Coaching High Achievers with Guest Rhonda Farr
Vom: 3.1.2024 -
New Year - New You [Episode 237]
Vom: 1.1.2024 -
Gifts To Grow Your Practice, Leading with Inclusion, and Crafting Irresistible Job Offers
Vom: 29.12.2023 -
Job Offers
Vom: 28.12.2023 -
Becoming An Inclusive Leader with Guest Kameka McLean
Vom: 27.12.2023
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.
