The Perfect RIA

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

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The Perfect RIA episodes

October 18, 2021 How Do I Get Referrals From CPAs? [Episode 128]
Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services.

You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU
27 min
October 15, 2021 Follow Up Friday - I'll Do It Later
Action items to close out the week.

https://bit.ly/3Apf5Ag
4 min
October 13, 2021 Reading Time with Jarvis - Delivering Massive Value - Chapter 9
Highlighting key insights from Matthew's book.

https://bit.ly/3AcNJ0p
6 min
October 11, 2021 I'll Do It Later [Episode 127]
You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you're going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you're going to have to dramatically shift the way you are currently running your business. This may leave you feeling a little uncertain or uneasy, but today Matthew and Micah will be discussing the benefit of putting yourself in this situation and the steps you can take right now to do so.

You can find show notes and more information by clicking here: https://bit.ly/2YsWAhp
27 min
October 08, 2021 Follow Up Friday - Double Your Practice
Major action items to implement now.

https://bit.ly/3iEXy0X
5 min
October 06, 2021 Tips from the Trenches - Christmas in October
Why we want to think about Christmas before December.

https://bit.ly/3uou24d
5 min
October 04, 2021 Double Your Practice [Episode 126]
How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their career, but they never pinpoint the steps they need to take to get there. Without defining goals, planning accurately, cultivating motivation, and reflecting often, you will be on a constant uphill battle with no endpoint in sight. So, in this episode, Matthew will share how to double your success in the four areas of practice success.

You can find show notes and more information by clicking here: https://bit.ly/3ApBrm9
22 min
September 29, 2021 Reading Time with Jarvis - Deep Work by Cal Newport
Learn what damages your productivity and focus time.

https://bit.ly/3hZQUC9
7 min
September 24, 2021 Follow Up Friday - Team Won't Implement
Action items for the upcoming week to help your practice succeed.

https://bit.ly/3tNdjHu
4 min
September 22, 2021 Tips from the Trenches - Assuming on a Client Plan
Learn our steps for a successful financial planning process.

https://bit.ly/3tIqEkt
7 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.