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    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
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    • Spotify

    Latest Episodes:
    Roth Conversions [Episode 158] Jun 27, 2022
    Show notes

    Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions.

    You can find show notes and more information by clicking here: https://bit.ly/3b5ZCyp


    Follow Up Friday - What Are You Gaining From Conferences? Jun 24, 2022
    Show notes

    Recapping the key takeaways from Monday's episode.

    https://bit.ly/39yhMrX


    What Are You Gaining From Conferences? [Episode 157] Jun 20, 2022
    Show notes

    In today's episode, Micah is joined by two rock star advisors: Bill Harris and Jim Saulnier. Both are financial planners with their own practices, and they take some time to debrief with Micah about their key takeaways from the Ed Slott conference, as well as the importance of the in-between conversations, a huge detail about HSA contributions, helpful ways to apply the information you learn, and more.

    You can find show notes and more information by clicking here: https://bit.ly/3Q3KO35


    Follow Up Friday - If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks! Jun 17, 2022
    Show notes

    Diving deeper into one of the key tenants of The Perfect RIA.

    https://bit.ly/3NFFVvJ


    Tips from the Trenches - Buckets In A Volatile Market Jun 15, 2022
    Show notes

    What to do when your client is retiring during a downturn in the market.

    https://bit.ly/3NBvedu


    If You Don't Have Time To Take A Week Of Vacation, Take Two Weeks! [Episode 156] Jun 13, 2022
    Show notes

    This episode comes on the heels of two different masterminds, so Matthew and Micah are fired up and ready to bring you their important takeaways. In this episode, they discuss some of the key things they got to focus on during the masterminds, as well as where it challenged them. You will also hear about common issues that come up for advisors and how to tackle them and move forward.

    You can find show notes and more information by clicking here: https://bit.ly/3maWqDK


    Follow Up Friday - Doing What Works Jun 10, 2022
    Show notes

    Action items following Monday's episode.

    https://bit.ly/3taLrhl


    Reading Time with Jarvis - Delivering Massive Value - Ten Steps to Networking Success Jun 08, 2022
    Show notes

    The winning formula for networking.

    https://bit.ly/3tbZ1Bb


    Doing What Works [Episode 155] Jun 06, 2022
    Show notes

    Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and what didn't work. They also talk about the best ways to learn from the success of others in the field and where to be cautious when implementing changes.

    You can find show notes and more information by clicking here: https://bit.ly/38EWJ6P


    Follow Up Friday - Stop Talking Yourself Out Of The Sale! Jun 03, 2022
    Show notes

    How the way you're talking could actually be working against you.

    https://bit.ly/3lOdsHN


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