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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:
    Why Don't I Have More Prospects?!? [Episode 151] May 09, 2022
    Show notes

    Is the prospect stream pretty low? Or, even, completely dried up? This episode is all about the common mistakes made in marketing, creating content, delivering value, and more that really affect your prospect numbers. Matthew and Micah share specifically how they 'put in reps' and how that, along with not playing office and other important aspects, has allowed them to develop a solid flow of prospects.

    You can find show notes and more information by clicking here: https://bit.ly/3EOWOR2


    Follow Up Friday - Show Me The Beef! May 06, 2022
    Show notes

    What makes an effective communicator.

    https://bit.ly/3vPkuk7


    Tips from the Trenches - Show Up For Surge May 04, 2022
    Show notes

    What it means to show up for surge and why it's so important.

    https://bit.ly/3OJ94Xs


    Show Me The Beef! [Episode 150] May 02, 2022
    Show notes

    As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthew and Micah dive into what to do in prospect meetings and how to improve the value you add during those meetings.

    You can find show notes and more information by clicking here: https://bit.ly/3EjVV2v


    Follow Up Friday - How Do I Actually Get Tax Returns From Clients? Apr 29, 2022
    Show notes

    How delivering massive value relates to tax returns.

    https://bit.ly/3L8dntf


    Reading Time with Jarvis - Delivering Massive Value - Your Post-it Note Business Plan Part Two: Key Performance Indicators Apr 27, 2022
    Show notes

    The importance of key performance indicators.

    https://bit.ly/3uYEKR3


    How Do I Actually Get Tax Returns From Clients? [Ep 149] Apr 25, 2022
    Show notes

    As surge and tax season wrap up, Matthew and Micah share insight on why they time surge the way they do and the importance of tax season for providing massive value to clients. Tax documents provide a lot of important and helpful information—but why is it so hard to ask for them? And why are clients uncertain about providing them? If you and your team have had trouble with getting tax returns from clients or you are wondering about the best way to navigate that process, this is the episode for you.

    You can find show notes and more information by clicking here: https://bit.ly/3Kzly1o


    Follow Up Friday - Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" Apr 22, 2022
    Show notes

    Action items for dramatically improving your prospect process.

    https://bit.ly/3xvStjP


    Tips from the Trenches - Tales From Tax Season Apr 20, 2022
    Show notes

    Steven Jarvis joins this episode to share a real-life experience with tax planning.

    https://bit.ly/37OwgTu


    Do You Even Need To Be In Your Prospect Meetings? "Ignore The Man Behind The Curtain" [Episode 148] Apr 18, 2022
    Show notes

    Having issues in prospect meetings? It's incredibly avoidable. In this episode, Matthew and Micah discuss the prospecting process and how to help it go more smoothly for your prospects and for your team. They share how they get their teams prepped for surge, as well as what it takes to move through it and transition out of it smoothly.

    You can find show notes and more information by clicking here: https://bit.ly/3qNZ4lB


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