The Perfect RIA

Business Planning, Effective Communication, and The Human Element


Listen Later

On Monday, Matt and Micah highlighted the common traps advisors fall into and to focus on what truly works instead: authentic, results-driven business planning. On Wednesday, Micah was joined by Theresa Summerlin from Belay to address the challenges of finding the right assistant and the importance of effective communication. Thursday, Jamie shared valuable insights on navigating conflicts and the critical need to pause and recognize the shared human experience. Listen in as we recap this week’s highlights and action items. 

Listen to this week's episodes: 

Location, Location, Location [Episode 227] 

Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin Talking Sugar Honey Ice Tea https://bit.ly/3tDdk4I

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

451 ratings


More shows like The Perfect RIA

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

192 Listeners

Behind The Advisor by XYPN

Behind The Advisor

142 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

276 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,000 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,075 Listeners

The Long View by Morningstar

The Long View

882 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

109 Listeners

Ask The Compound by The Compound

Ask The Compound

311 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

121 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

47 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

132 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners