『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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  • 100 Reasons Prospects Say No [Episode 326]

    100 Reasons Prospects Say No [Episode 326]
    2025/09/15

    In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the importance of integrity, setting expectations, and the need for advisors to track their data to improve their practices. The conversation also highlights the difference between handling objections and answering questions, advocating for a coaching mindset to foster trust and success in client relationships.

    100 Reasons Prospects Say No [Episode 326]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    23 分
  • Encore Episode: How To Train Your Team

    Encore Episode: How To Train Your Team
    2025/09/12

    In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They’ll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as key drivers and the logistics of team training.

    Encore Episode: How To Train Your Team

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    30 分
  • The Importance of De-risking Your Practice With Ted Jenkin

    The Importance of De-risking Your Practice With Ted Jenkin
    2025/09/11

    In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, and the importance of de-risking practices. They explore the misconceptions around payouts, the risks associated with market fluctuations, and the necessity for advisors to understand their own financial planning and wealth gaps. The conversation emphasizes the value of selling practices and the potential for growth when leveraging talent effectively. Ted shares insights on how advisors can navigate their careers and make informed decisions about their practices.

    The Importance of De-risking Your Practice With Ted Jenkin

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Ted Jenkin: LinkedIn | Website
    - Get your practice valuation here
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    29 分
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