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The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
879 episodes
2 days ago
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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Investing
Business,
News,
Business News
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All content for The Perfect RIA is the property of Matthew Jarvis, CFP® & Micah Shilanski, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
News,
Business News
Episodes (20/879)
The Perfect RIA
Transforming Financial Planning Practices with Sten Morgan [Episode 340]
2 days ago
32 minutes 26 seconds

The Perfect RIA
Encore Episode: Tips from the Trenches - Taxes
5 days ago
4 minutes 24 seconds

The Perfect RIA
Tax Planning at Scale [Episode 339]
1 week ago
32 minutes 11 seconds

The Perfect RIA
Encore Episode: You Didn't Hire Idiots
1 week ago
1 hour 11 minutes 24 seconds

The Perfect RIA
Creative Deal Structuring for Advisors With Scott DiGiammarino
1 week ago
31 minutes 7 seconds

The Perfect RIA
The Power of Experimentation in Financial Planning With Art Turock [Episode 338]
2 weeks ago
30 minutes 35 seconds

The Perfect RIA
Encore Episode:The Godfather: Michael Kitces
2 weeks ago
43 minutes 18 seconds

The Perfect RIA
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
3 weeks ago
28 minutes 36 seconds

The Perfect RIA
Encore Episode: What Are We Paying Employees?
3 weeks ago
38 minutes 13 seconds

The Perfect RIA
Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]
1 month ago
33 minutes 59 seconds

The Perfect RIA
Encore Episode: You May Be The Problem
1 month ago
40 minutes 27 seconds

The Perfect RIA
Discipline Equals… Money? [Episode 335]
1 month ago
27 minutes 7 seconds

The Perfect RIA
Encore Episode: Team Building For Financial Advisors With Guest Christine Timms
1 month ago
21 minutes 13 seconds

The Perfect RIA
Hiring an Executive Assistant With Karen Stewart [Episode 334]
1 month ago
32 minutes 52 seconds

The Perfect RIA
Encore Episode: Measure What Really Matters?
1 month ago
29 minutes 5 seconds

The Perfect RIA
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
1 month ago
27 minutes 15 seconds

The Perfect RIA
Encore Episode: Leveraging Technology With Guest Ben Goss
1 month ago
28 minutes 29 seconds

The Perfect RIA
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
1 month ago
28 minutes 44 seconds

The Perfect RIA
Encore Episode: So Is This What You Do In YOUR Practice?
2 months ago
27 minutes 31 seconds

The Perfect RIA
The Importance of Risk Management in Financial Planning With Justin Smith
2 months ago
30 minutes 47 seconds

The Perfect RIA
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.