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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
    • Google Play
    • Spotify

    Latest Episodes:
    Which Coaching Program Should I Join? [Episode 132] Dec 06, 2021
    Show notes

    Matthew and Micah have spoken in depth about surrounding yourself with and learning from people who are at a point in their career that you want to get to, and signing up for a coaching program can be an essential step in this process. However, with so many coaching programs available, how can you be sure you're choosing one that is right for your needs? In this episode, the guys will be sharing their best advice for choosing the right training for you.

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


    Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis Dec 01, 2021
    Show notes

    Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches.

    https://bit.ly/3oYjzKq


    Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis Nov 24, 2021
    Show notes

    Learn why all clients are not necessarily good clients.

    https://bit.ly/3Ft0qXF


    Follow Up Friday - Surge Meetings Can't Work Nov 19, 2021
    Show notes

    Action items to help you implement surge meetings.

    https://bit.ly/3qxMho8


    Tips from the Trenches - To Delegate or Not To Delegate Nov 17, 2021
    Show notes

    How to balance delegating tasks with doing the work that YOU need to be doing.

    https://bit.ly/3C3WJ8W


    Surge Meetings Can't Work [Episode 131] Nov 15, 2021
    Show notes

    If you're like most financial advisors, you want to add value, do good work for your clients, and live a good life in the process. Unfortunately, having meetings scattered throughout your week makes it hard to get ahead of your other work. So if you've heard of surge meetings but don't think this approach will work for you, make sure to tune in to this episode because Matthew and Micah will be discussing how to get over that way of thinking so you can implement this practice and create more time in your life for the things you actually want.

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


    Follow Up Friday - What Did You Read This Month? Nov 12, 2021
    Show notes

    Action items for staying on top of your personal development.

    https://bit.ly/3qeeQqn


    Reading Time with Jarvis - Delivering Massive Value, Firing PITAS by Matthew Jarvis Nov 10, 2021
    Show notes

    Hear a snippet from Matthew's book, Delivering Massive Value.

    https://bit.ly/3jZG2oX


    What Did You Read This Month? [Episode 130] Nov 08, 2021
    Show notes

    When growing a practice, it is essential that you are consuming new information and staying on top of improved technologies or implementations as they become available. However, this does not mean simply watching the news as it relates to your industry. This means consuming books, media, or other information that is going to help you deliver massive value to your clients. So, in this episode, Matthew and Micah will be discussing the importance of a Personal Development Budget and how to incorporate more impactful information consumption into your workweek.

    You can find show notes and more information by clicking here: https://bit.ly/3beKU4A


    Follow Up Friday - Client Graduation Nov 05, 2021
    Show notes

    Three action items to help ensure you only serve your ideal clients.

    https://bit.ly/3vUxMLG


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