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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:
    FPA Presentation [Episode 95] Nov 16, 2020
    Show notes

    What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today they'll be addressing this, as well as other concerns advisors are dealing with. Listen in as they share tips for more productive prospecting, how to deliver massive value through communication, and how to cut away the unnecessary time-wasters.

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


    Tips from the Trenches - Convincing Clients They Can Retire Nov 11, 2020
    Show notes

    https://bit.ly/2GHYr9k


    How Do I Start a Mastermind Group? [Episode 94] Nov 09, 2020
    Show notes

    Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details of how you can start your own mastermind group. They discuss how they have built masterminds themselves, as well as the important lessons and hurdles they've encountered along the way.

    You can find show notes and more information by clicking here: https://bit.ly/3oz9mmK


    Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes Nov 04, 2020
    Show notes

    https://bit.ly/3241G2c


    How Do Advisors Deal With Concentrated Stock Positions? [Episode 93] Nov 02, 2020
    Show notes

    What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with this very situation. Listen in as the guys discuss the importance of how you set expectations with your clients and what you need to do in order to navigate more complex situations.

    You can find show notes and more information by clicking here: https://bit.ly/2HdsjdN


    Tips from the Trenches - Politics Oct 28, 2020
    Show notes

    https://bit.ly/2J77hOS


    Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss Oct 21, 2020
    Show notes

    https://bit.ly/33Beaj7


    When Clients Don't Transfer Assets [Episode 92] Oct 19, 2020
    Show notes

    Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you're really doing is compromising your values. So today, Matt and Micah are discussing why you cannot get caught up in compromising certain things that are actually bringing value to your clients. You will hear them discuss the importance of managing all assets together, as well as how to navigate these tricky conversations with your clients.

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


    Reading Time with Jarvis - Love and Logic for Advisors Oct 14, 2020
    Show notes

    https://bit.ly/33hmIvy


    Implementing Surge Meetings with Taylor Schulte Oct 12, 2020
    Show notes

    Matthew and Micah are off duty today, and Taylor Schulte is taking over the podcast! After starting his career as a financial advisor at just 22 years old, Taylor now owns his own practice, and he's here to share how he turned his business around through creating processes, hiring a team, and implementing surge meetings.

    You can find show notes and more information by clicking here: https://bit.ly/32TMmWI


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