The Perfect RIA

By Matthew Jarvis, CFP® & Micah Shilanski, CFP®Business News Investing Business News

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Typical duration
30 min
per episode

Based on Podcast App listening data

The Perfect RIA episodes

December 17, 2021 Follow Up Friday - How To Break Your Fee Process
Action items for raising your fees.

https://bit.ly/3EMvqC6
4 min
December 15, 2021 Tips from the Trenches - Asset Transfers with Value
What you need to know about communicating with clients regarding asset transfers.

https://bit.ly/3GqpCyJ
7 min
December 13, 2021 How To Break Your Fee Process [Episode 133]
Everyone stands to gain from engaging in some type of reflection. Although Matthew and Micah strive to run the perfect practices, there is always room for learning opportunities to ensure they have the best processes available in place. So, in this episode, they will be discussing the importance of owning up to and learning from your mistakes, as well as a recent issue Matthew faced with a fee increase - and how he resolved it.

You can find show notes and more information by clicking here: https://bit.ly/3xn6TAY
25 min
December 10, 2021 Follow Up Friday - Which Coaching Program Should I Join?
Four action items to get you on the right track with personal development.

https://bit.ly/3ElVZOr
6 min
December 08, 2021 Tips from the Trenches - Performance
How to make sure you're giving it your all in every meeting—even during surge.

https://bit.ly/3Ed9fVj
6 min
December 06, 2021 Which Coaching Program Should I Join? [Episode 132]
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
32 min
December 01, 2021 Reading Time with Jarvis - Deliver Massive Value, Scrap Your Elevator Pitch by Matthew Jarvis
Breaking down why you shouldn't follow the classic (bad) advice about elevator pitches.

https://bit.ly/3oYjzKq
11 min
November 24, 2021 Reading Time with Jarvis - Delivering Massive Value, Freeloaders by Matthew Jarvis
Learn why all clients are not necessarily good clients.

https://bit.ly/3Ft0qXF
11 min
November 19, 2021 Follow Up Friday - Surge Meetings Can't Work
Action items to help you implement surge meetings.

https://bit.ly/3qxMho8
6 min
November 17, 2021 Tips from the Trenches - To Delegate or Not To Delegate
How to balance delegating tasks with doing the work that YOU need to be doing.

https://bit.ly/3C3WJ8W
10 min

About The Perfect RIA

From the publisher's feed

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.