『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
エピソード
  • The Critical Role of Talent in Advisory Firms [Episode 308]

    The Critical Role of Talent in Advisory Firms [Episode 308]
    2025/05/12

    In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry, emphasizing the importance of talent acquisition, cultural fit, and organic growth. They explore the challenges faced by smaller firms in competing with larger entities, the significance of compliance and cybersecurity, and the necessity of succession planning for long-term success. The conversation highlights the evolving landscape of financial advising and the critical factors that advisors must consider to thrive in a competitive market.

    The Critical Role of Talent in Advisory Firms [Episode 308]

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - James Cahn: Website | LinkedIn
    - Dean Smith: Website | LinkedIn
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    27 分
  • Encore episode - How Did I Lose $50,000 This Month!?!

    Encore episode - How Did I Lose $50,000 This Month!?!
    2025/05/09

    In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.

    Matthew and Micah discuss ways that you can educate clients properly and set them up successfully for whatever moves the market makes. They discuss the discomfort clients feel when seeing investments go down and share how they ensure that clients are properly informed of their options and how to stay calm in moments of “loss.”

    Encore episode - How Did I Lose $50,000 This Month!?!

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    27 分
  • The Hard Truths of Success [Episode 307]

    The Hard Truths of Success [Episode 307]
    2025/05/05

    In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving success. They explore the hard truths behind success, the necessity of practice, and the value of networking. The conversation also highlights the significance of continuous learning, measuring success through key metrics, and living intentionally to balance work and family life. The episode concludes with actionable items for growth and accountability.

    The Hard Truths of Success [Episode 307]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    29 分

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