The Perfect RIA
A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
784 Episodio
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Genuine Communication and Prospecting Pitfalls
Pubblicato: 15/03/2024 -
When Prospecting Goes Wrong
Pubblicato: 14/03/2024 -
Communication, Not Sales [Episode 247]
Pubblicato: 11/03/2024 -
Talent Acquisition and Profitable Prospect Meetings
Pubblicato: 08/03/2024 -
Charging For Prospect Meetings
Pubblicato: 07/03/2024 -
Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
Pubblicato: 04/03/2024 -
Prospecting and Pregame Strategies
Pubblicato: 01/03/2024 -
Prospecting That Works for Advisors
Pubblicato: 29/02/2024 -
Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
Pubblicato: 26/02/2024 -
Masterminds and Navigating Nepotism in the Workplace
Pubblicato: 23/02/2024 -
Should I Let My Kids Work For Me?
Pubblicato: 22/02/2024 -
The Power of Masterminds with Guest Aaron Walker [Episode 244]
Pubblicato: 19/02/2024 -
Crisis Preparedness and Disaster Recovery
Pubblicato: 16/02/2024 -
Sinking Ships
Pubblicato: 15/02/2024 -
No One Will Fix It For You [Episode 243]
Pubblicato: 12/02/2024 -
Navigating the Prospect Process and Employee Compensation Conversations
Pubblicato: 09/02/2024 -
How To Negotiate Your Pay
Pubblicato: 08/02/2024 -
Creating a Prospect Process that Works with Guest John Barron [Episode 242]
Pubblicato: 05/02/2024 -
Destructive Alerts and The Art of Employee Firings
Pubblicato: 02/02/2024 -
How to Fire Someone
Pubblicato: 01/02/2024
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. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.
