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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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    Latest Episodes:
    Reading Time with Jarvis - Delivering Massive Value - Trash The Head Trash Feb 02, 2022
    Show notes

    What you need to know about charging the right level of fees.

    https://bit.ly/3IIlMCm


    Tips from the Trenches - Value Adds On A Security Breach Jan 26, 2022
    Show notes

    A real-life story of a massive security breach—and how it was handled.

    https://bit.ly/3GNh99e


    Follow Up Friday - Asking Questions That Matter For Estate Planning Jan 21, 2022
    Show notes

    Follow-up items to focus on regarding rockstar questions.

    https://bit.ly/34RWEdE


    Reading Time with Jarvis - Delivering Massive Value - Tips For Prospecting Success Jan 19, 2022
    Show notes

    Tips for finding even greater success with your prospecting and onboarding process.

    https://bit.ly/3K8ewRu


    Asking Questions That Matter For Estate Planning [Episode 137] Jan 17, 2022
    Show notes

    This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, specifically several things we need to focus on as advisors to make sure we're always exceeding expectations.

    You can find show notes and more information by clicking here: https://bit.ly/3Jfl6VN


    Follow Up Friday - The Godfather: Michael Kitces Jan 14, 2022
    Show notes

    Four things you need to do in order to transform your practice.

    https://bit.ly/3t427b7


    Tips from the Trenches - Facial Expressions Jan 12, 2022
    Show notes

    Learn what you need to be paying attention to in client meetings.

    https://bit.ly/3qPNx4m


    The Godfather: Michael Kitces [Episode 136] Jan 10, 2022
    Show notes

    Running a successful, value-adding practice consists of a lot of moving pieces. It takes hard work, focus, and accountability. Matthew's guest today is someone who has been contributing to this industry in a massive way for a long time now and is someone many in the financial realm look up to for advice. Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, as well as the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting—just to name a few. In this episode, Michael and Matthew discuss their advice for building a sustainable and sizeable practice, including what mindset you need to have to make this model work.

    You can find show notes and more information by clicking here: https://bit.ly/33Rqizc


    Follow Up Friday - It Took Me XX Hours And Is Therefore Worth $$ Jan 07, 2022
    Show notes

    Action items for streamlining your process and delivering the same massive value in less time.

    https://bit.ly/3mNRHsr


    Reading Time with Jarvis - Delivering Massive Value - Six Steps To Onboard The Perfect Client Jan 05, 2022
    Show notes

    How to avoid wasting your client's time—and your own.

    https://bit.ly/3eCXbl3


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