The Perfect RIA
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 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.
Эпизоды (951)
![What to Say When Clients Ask About Fees [Episode 368]](https://image.pdcstly.com/episod/38958292/512.jpg)
![Exactly What to Say in Client Meetings [Episode 367]](https://image.pdcstly.com/episod/38876413/512.jpg)
![Stop Playing Office and Start Delivering Value [Episode 366]](https://image.pdcstly.com/episod/38722314/512.jpg)
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00:29:11
![The Truth About Tax Loss Harvesting [Episode 365]](https://image.pdcstly.com/episod/38493933/512.jpg)
Disclaimer: The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Podcastly.
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