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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:
    Follow Up Friday - Prospect Process - Must Schedule Right Now: Available or Desperate? Apr 15, 2022
    Show notes

    Why you don't need to get a prospect scheduled right away.

    https://bit.ly/3rdhEDM


    Reading Time with Jarvis - Delivering Massive Value - Post-it Note Your Business Plan - Establish Milestones Apr 13, 2022
    Show notes

    The fatal flaw in most advice for creating a business plan.

    https://bit.ly/3KjejdU


    Prospect Process - Must Schedule Right Now: Available or Desperate? [Ep 147] Apr 11, 2022
    Show notes

    What happens when a prospect says, "I have time tomorrow at 2 pm"? In today's episode, Matthew and Micah compare this situation to being put into a jiu-jitsu chokehold and discuss how to navigate this situation in a calm way. You will hear tips on how to lay a solid foundation for your process of success and how to explain it to your clients in a way that demonstrates its value to them.

    You can find show notes and more information by clicking here: https://bit.ly/35gUBQO


    Follow Up Friday - Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA Apr 08, 2022
    Show notes

    The most important action items from this week's episode.

    https://bit.ly/3uFHjpS


    Tips from the Trenches - Your Team As Teachers Apr 06, 2022
    Show notes

    How to train your team to make sure you're always on the same page.

    https://bit.ly/3LxEOg9


    Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146] Apr 04, 2022
    Show notes

    In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better, more mutually-beneficial relationship with them.

    You can find show notes and more information by clicking here: https://bit.ly/36BhKxw


    Follow Up Friday - Guest Star Reese Harper Apr 01, 2022
    Show notes

    Action items for delivering massive value.

    https://bit.ly/3Nm7NFh


    Reading Time with Jarvis - Delivering Massive Value - Why The One-Page Financial Plan? Mar 30, 2022
    Show notes

    The value of the one-page plan.

    https://bit.ly/3IxJIaL


    Guest Star Reese Harper [Episode 145] Mar 28, 2022
    Show notes

    Micah and Matthew often discuss the importance of going above and beyond for your clients, ensuring that they are receiving massive value from an advisor that isn't like anyone else. One way to do this is to learn from other advisors in the industry who are making a difference and have seen the success that you desire. So, in this episode, Matthew is joined by Reese Harper, the founder of Dentist Advisors and someone who is making a big impact in the advisory space.

    You can find show notes and more information by clicking here: https://bit.ly/3i0l7AB


    Follow Up Friday - But I Don't Have Time For That Mar 25, 2022
    Show notes

    Action items for finding time in your practice.

    https://bit.ly/3IfhoK7


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