The Perfect RIA

The Perfect RIA

By Matthew Jarvis, CFP® & Micah Shilanski, CFP®BusinessNewsInvestingBusiness News
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  • Typical duration

    30 min

    per episode

Based on Podcast App listening data

The Perfect RIA episodes

  • Mailbag [Episode 44]

    Micah and Matt are back with another mailbag episode answering your questions! Today they share tips and tricks for building your firm and providing massive value to your clients.

    You can find show notes and more information by clicking here: https://bit.ly/2m6eP92 

    36 min
  • Effective Delegation - with Gina Cotner [Episode 43]

    As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for the important things? Today the master of delegation, Gina Cotner, joins the show to explain how to delegate tasks to your team and train your assistant to think like you.

    You can find show notes and more information by clicking here: https://bit.ly/2Pi4QLQ

    36 min
  • Effective Delegation - with Gina Cotner [Episode 43]

    As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for the important things? Today the master of delegation, Gina Cotner, joins the show to explain how to delegate tasks to your team and train your assistant to think like you.

    You can find show notes and more information by clicking here: https://bit.ly/2Pi4QLQ  

    36 min
  • Getting Your TEAM On Board [Episode 42]

    When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through important changes? Today Micah and Matt will share advice on how to address your team's fears and questions, while also sticking to your convictions.

    You can find show notes and more information by clicking here: https://bit.ly/2Zu3gX8

    33 min
  • Getting Your TEAM On Board [Episode 42]

    When a firm goes through any major strategic shift, it is always a concern that the team will not want to comply. So how do you get your team on board through important changes? Today Micah and Matt will share advice on how to address your team's fears and questions, while also sticking to your convictions.

    You can find show notes and more information by clicking here: https://bit.ly/2Zu3gX8 

    33 min
  • Massive Value - Fees [Episode 41]

    Today Micah and Matt are breaking down fees and how much you should be charging your clients. While there is no perfect way to set a fee and no ideal structure for every firm, the guys will teach you how to be confident in the value you are providing for your clients.

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

    35 min
  • Massive Value - Fees [Episode 41]

    Today Micah and Matt are breaking down fees and how much you should be charging your clients. While there is no perfect way to set a fee and no ideal structure for every firm, the guys will teach you how to be confident in the value you are providing for your clients.

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

    35 min
  • Networking: The Good, The Bad, The Ugly [Episode 40]

    There's a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain bad. So in this episode, Matt and Micah will help you sift through the tips that are totally off-base and find where networking can be a powerful marketing tool.

    You can find show notes and more information by clicking here: https://bit.ly/2OVMY9k

    29 min
  • Networking: The Good, The Bad, The Ugly [Episode 40]

    There's a lot of advice out there about how to network effectively, and the truth is that while some of it is solid stuff, plenty of it is just plain bad. So in this episode, Matt and Micah will help you sift through the tips that are totally off-base and find where networking can be a powerful marketing tool.

    You can find show notes and more information by clicking here: https://bit.ly/2OVMY9k

    29 min
  • Mailbag [Episode 39]

    Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure you still have time to do the things you love. They will be answering those questions and plenty more in today's mailbag episode.

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

    33 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.

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