『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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  • Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]

    Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
    2025/08/18

    In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gillis, Director of Talent at Belay, about the evolving landscape of hiring virtual assistants. They discuss the challenges posed by AI in the hiring process, the importance of training and onboarding, and how to build strong relationships with assistants. Julie shares insights on identifying red flags in candidates, preparing for turnover, and knowing when to part ways with an assistant. The conversation emphasizes the need for effective communication, trust, and the right talent to ensure success in the virtual assistance space.

    Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Julie Gilles: Website | LinkedIn
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    24 分
  • Encore Episode: Did Surge Abandon You?

    Encore Episode: Did Surge Abandon You?
    2025/08/15

    If you’re new to skiing and it’s your first day on the bunny slope, would you move to a double diamond on day two? No way! The same idea goes for surge. You can’t go from zero meetings to thirty and expect that it’ll go well and that you won’t burn out. On today’s episode, Matt and Micah talk through some of the most common myths and illusions about surge and why you want to live your ideal practice now.

    Encore Episode: Did Surge Abandon You?

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    33 分
  • Valuations in a Changing Market With Scott DiGiammarino

    Valuations in a Changing Market With Scott DiGiammarino
    2025/08/14

    In this episode of the TPR Podcast, Matthew Jarvis and Scott DiGiammarino discuss the implications of the recent market downturn on valuations and client communications. They explore how historical market events can inform current practices, the importance of maintaining client relationships during turbulent times, and the evolving landscape of financial advisory practices. The conversation delves into the significance of talent in determining valuations, the necessity of developing the next generation of advisors, and the role of culture and environment in mergers and acquisitions. The episode concludes with insights on the due diligence process in M&A and the importance of finding the right fit for advisors looking to transition their practices.

    Valuations in a Changing Market With Scott DiGiammarino

    Resources in today's episode:

    - Matt Jarvis: Website | LinkedIn
    - Scott DiGiammarino:Website | LinkedIn
    - Get your practice valuation here
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    33 分
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