The Perfect RIA

Autor: Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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 seas...

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1. Stop Sabotaging Your Team [Episode 369] – The Perfect RIA
2. Better Conversations Through Self-Awareness With Greg Witz – The Perfect RIA
3. What to Say When Clients Ask About Fees [Episode 368] – The Perfect RIA
4. The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino – The Perfect RIA
5. Exactly What to Say in Client Meetings [Episode 367] – The Perfect RIA
6. Understanding Client Profitability With Max Holvik – The Perfect RIA
7. Standing Out Through Personalized Value With Michael Joyce – The Perfect RIA
8. Stop Playing Office and Start Delivering Value [Episode 366] – The Perfect RIA
9. Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan – The Perfect RIA
10. Understanding Life Expectancy and Longevity With Brian Smith – The Perfect RIA
11. The Importance of Professional Guidance in Selling Practices With Ted Jenkin – The Perfect RIA
12. The Truth About Tax Loss Harvesting [Episode 365] – The Perfect RIA
13. Navigating the Annuity Landscape With Tracy Lownsberry – The Perfect RIA
14. Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan – The Perfect RIA
15. Creating Welcoming Spaces for Clients [Episode 364] – The Perfect RIA
16. Compliance is a strength, not a burden With Darren Whissen – The Perfect RIA
17. Things Will Go Wrong: Now What? [Episode 363] – The Perfect RIA
18. The Pitfalls of Cooperative Practices With John Poole – The Perfect RIA
19. You're Choosing Not To Deliver Value [Episode 362] – The Perfect RIA
20. Onboarding and Turnover Strategies With Becky Casstevens-Bellury – The Perfect RIA
21. Email Management: A Double-Edged Sword [Episode 361] – The Perfect RIA
22. The Impact of Health on Career Decisions With Shelby Nicholl – The Perfect RIA
23. Don't Worry, The Estate Planning is Done [Episode 360] – The Perfect RIA
24. Decoding Financial Advisory Roles With Brad Wooten – The Perfect RIA
25. Confidence Comes From Repetitions [Episode 359] – The Perfect RIA
26. Capital Deployment and Growth Strategies With Peter Velardi – The Perfect RIA
27. You're Not Marketing, You're Guessing [Episode 358] – The Perfect RIA
28. Navigating the Insurance Landscape With Charlie Gipple – The Perfect RIA
29. How Does a Prospect Say Yes? [Episode 357] – The Perfect RIA
30. Revolutionizing Financial Planning with Sam Flatten – The Perfect RIA