TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Business

    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.

    Advertise

    Copyright: © 2019 by Matthew Jarvis & Micah Shilanski. All rights reserved.

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    10X Your Practice [Episode 195] Mar 13, 2023
    Show notes

    Do you have big aspirational goals? Elon Musk's goal was to colonize Mars, so kudos to dreaming big. However, are you also looking at the smaller milestones needed in order to get there, or do you think there's some silver bullet? On today's episode, Matt and Micah talk about how in order to hit your goals and 10x your practice, you need to actually be doing things to move that needle. That means the reps, the personal development, and choosing to do things differently than you've done before.

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

    https://theperfectria.com/podcast/195


    Follow Up Friday - Lifestyle Is Worth Less Than Wirehouse Mar 10, 2023
    Show notes

    Are you making up the numbers about what your practice is really worth? Are you taking the time to set your intentions for your day and your week so you can be proactive and find fulfillment? And have your goals died this month, or are you ready to take action towards 10Xing your practice? Listen in as we recap this week's highlights and action items.

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

    Listen to this week's episodes:

    Lifestyle Is Worth Less Than Wirehouse [Episode 194]

    What Works Wednesday - Finding Fulfillment With Coach Brett Baughman

    Worlds to Conquer - Are You Ready To 10X Your Practice?

    http://bit.ly/3xRT2Uj


    Worlds to Conquer - Are You Ready To 10X Your Practice? Mar 09, 2023
    Show notes

    Warning! If you are ready to give up on your goals, then just move along. Really… We recommend that you only listen to today's Worlds To Conquer if you are ready to do the work and you want to make a dramatic change in your life to 10X your practice! Jamie is ready to share the top things you can do to take steps towards action and achieving greatness.

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

    http://bit.ly/3KzhuRX


    What Works Wednesday - Finding Fulfillment With Coach Brett Baughman Mar 08, 2023
    Show notes

    How do you get to the point where you're at, or getting towards, your highest potential? And do you spend your day being reactive instead of proactive? On this What Works Wednesday, Matt is joined by Coach Brett Baughman, to discuss the importance of a morning routine that will help you to work at a higher level. Brett will share how meditation can help you create your day internally so that you're focused on more strategic, objective thinking.

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!

    http://bit.ly/3XRkX0U


    Lifestyle Is Worth Less Than Wirehouse [Episode 194] Mar 06, 2023
    Show notes

    Do you feel your practice is worth 1 Billion Dollars because you heard from someone about a practice that sold for 6x, 8x, 10x? On today's episode, Matt and Micah look at practice valuation and share the importance of looking at real numbers. If you're interested in selling your practice, you must pay close attention to actual numbers, not just what someone assumes is happening. But what if you have no interest in selling your practice? Listen in as Matt and Micah discuss why, no matter what, you need to look at your real data and pay attention to what you're measuring.

    https://theperfectria.com/podcast/194

    The Perfect RIA Nation Power Session - March 29, 2023 - Save Your Spot Today!


    Follow Up Friday - What Is Too Much Value? Mar 03, 2023
    Show notes

    If you think you're delivering too much value (really??!), it may just be that you're failing to deliver it correctly. When you're creating content for your clients or planning client events, are you looking at what would be most valuable to them and how you can educate them? Are you ready to implement surge, but do you have some lingering questions? Listen in as we recap this week's highlights and action items.

    Listen to this week's episodes:

    What Is Too Much Value? [Episode 193]

    What Works Wednesday - Client Events With Chad Hufford

    Worlds to Conquer - Your Surge Questions Answered

    http://bit.ly/416shZm


    Worlds to Conquer - Your Surge Questions Answered Mar 02, 2023
    Show notes

    Surge will transform your practice. However, it takes work to implement, and naturally, making such a large change to your practice is bound to create some questions. Are you curious about appointment schedules? What happens to prospects during surge? Do clients ever not show up? And what do you do about that dreaded head trash? On this week's Worlds To Conquer, Jamie answers some of the most common questions we have received at The Perfect RIA regarding surge.

    http://bit.ly/3YSPqN4


    What Works Wednesday - Client Events With Chad Hufford Mar 01, 2023
    Show notes

    How are you deciding ways to connect with your clients throughout the year? If it's to update them on the latest news story without any true purpose, then you might be doing them a disservice. On today's episode, Micah is joined by Chad Hufford, a fellow Alaskan from Veritas Wealth Management, to talk about how he creates events and touchpoints that help build momentum and educate his clients. Micah and Chad will also discuss the lens to view with deciding what content to share as well as why you don't have to be the expert in everything to add value to your clients.

    http://bit.ly/411IXRZ


    What Is Too Much Value? [Episode 193] Feb 27, 2023
    Show notes

    When you imagine value as a sledgehammer, does that seem positive or negative to you? On today's episode, Matt and Micah talk through what it means to deliver value and how it can never be too much. However, it's important to understand what is considered valuable and what isn't (such as calling a client just to say 'hi'). Listen in as they share why providing value is about focusing on what is beneficial to your client and why you want to look at all areas in your life where you can add value to others.

    https://theperfectria.com/podcast/193


    Follow Up Friday - We Don't Need Surge, We Need Prospects Feb 24, 2023
    Show notes

    Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team's perspective? Listen in as we recap this week's highlights and action items.

    Listen to this week's episodes:

    We Don't Need Surge, We Need Prospects [Episode 192]

    What Works Wednesday - Creating A Surge Process That Works For You With John Mason

    Worlds to Conquer - A Detailed Look At Surge

    http://bit.ly/3xaztWQ


    Previous 1 49 50 51 52 53 94 Next

    Related Podcasts

    How I Built This with Guy Raz

    1

    How I Built This with Guy Raz Business
    Planet Money

    2

    Planet Money Business
    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    3

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    BiggerPockets Real Estate Podcast

    4

    BiggerPockets Real Estate Podcast Business
    The Smart Passive Income Online Business and Blogging Podcast

    5

    The Smart Passive Income Online Business and Blogging Podcast Business
    Bad With Money With Gabe Dunn

    6

    Bad With Money With Gabe Dunn Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights