The Perfect RIA

By Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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 ... more

4.8

458458 ratings

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FAQs about The Perfect RIA:

How many episodes does The Perfect RIA have?

The podcast currently has 943 episodes available.

The Perfect RIA episodes:

July 20, 2018 Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
Gina Cotner breaks down the importance of proper delegation and the value of hiring an executive assistant.
...more
50min
March 13, 2018 What Metrics Should Matter To Your Practice? [Episode 1]
There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more.

Subscribe to the show and leave us your comments at ThePerfectRIA.com.
...more
20min
March 13, 2018 What Metrics Should Matter To Your Practice? [Episode 1]
If you’re just using AUM, you’re missing out on some more telling metrics.
...more
20min

FAQs about The Perfect RIA:

How many episodes does The Perfect RIA have?

The podcast currently has 943 episodes available.

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