『The Perfect RIA』のカバーアート

The Perfect RIA

The Perfect RIA

著者： Matthew Jarvis CFP® & Micah Shilanski CFP®
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 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.2024 by The Perfect RIA. All rights reserved. 個人ファイナンス 政治・政府 経済学
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  • Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

    Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
    2025/11/03

    In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significance of due diligence, the role of matchmaking in finding the right buyer, and the value of professional representation in negotiations. Listeners gain insights into setting expectations and understanding the true worth of their practices in today's market.

    Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

    Resources in today's episode:

    - Matt Jarvis - Website | LinkedIn
    - Scott DiGiammarino - Website | LinkedIn
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    27 分
  • Encore Episode: Leveraging Technology With Guest Ben Goss

    Encore Episode: Leveraging Technology With Guest Ben Goss
    2025/10/31

    As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well.

    Encore Episode: Leveraging Technology With Guest Ben Goss

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Ben Goss: Website | LinkedIn
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    28 分
  • Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

    Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
    2025/10/27

    In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation highlights the importance of integrating AI tools into daily operations to enhance client relationships and improve outcomes. They also touch on the future of Jump AI and the growing trend of AI adoption among financial advisors.

    Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

    Resources in today's episode:

    - Matt Jarvis - Website | LinkedIn
    - Liam Hanlon - Website | LinkedIn
    - Learn more about our programs - https://go.theperfectria.com/programs
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    29 分
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