The Perfect RIA

著者: Matthew Jarvis CFP® & Micah Shilanski CFP®
  • サマリー

  • 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.
    続きを読む 一部表示

あらすじ・解説

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.
エピソード
  • Yes, There is One Silver Bullet [Episode 288]
    2024/12/23

    In the latest episode of The Perfect RIA, hosts Micah Shilanski and Matthew Jarvis share some hard-hitting truths about what really drives success in the financial advisory world. Forget the fantasy of overnight miracles and magical quick fixes. This episode is a no-nonsense dive into the unglamorous—but absolutely essential—reality of building a thriving practice.

    Spoiler alert: There's no silver bullet waiting to transform your business overnight. Those shiny logo packages, sparkling new websites, and expensive consultants? They're not your golden ticket.

    The episode challenges financial advisors to stop looking for shortcuts and start investing in what truly matters. It's about refining your processes with surgical precision, mastering the art of communication, and developing a level of accountability so extreme it might make your past self blush. Success isn't about looking good—it's about doing the work that most people are too afraid to tackle.

    Yes, There is One Silver Bullet [Episode 288]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    - The Comfort Crisis by Michael Easter

    続きを読む 一部表示
    21 分
  • Historical Hindsight and Setting Strategic Goals
    2024/12/20

    In this weekly recap, Amber Kuhn highlights financial history and strategic goal achievement. On Monday, Mark Higgins, author of "Investing in US Financial History," joined Matt to offer a profound perspective on understanding market dynamics through historical context. Mark emphasizes that true financial wisdom comes from understanding historical patterns without falling into the trap of believing "this time it's different."

    On Thursday, Jamie brought an equally transformative message about goal setting that goes far beyond typical motivational rhetoric. Her core philosophy cuts to the heart of personal and professional development: a goal without a plan is merely a wish. She challenges setting goals that are genuinely intimidating – ones that make you uncomfortable and push you beyond your comfort zone. The key, she argues, is not just in setting ambitious targets but in creating deliberate, specific action plans with clear responsibilities and deadlines.

    Resources in today's episode:

    - Episode Website
    - The Role of History in Financial Advising With Guest Mark Higgins
    - Encore Episode: Goal Setting

    続きを読む 一部表示
    6 分
  • Encore Episode: Goal Setting
    2024/12/19

    In this episode, Jamie Shilanski demolishes the myth that goals are just wishful thinking. She cuts through the noise with a message that true success isn't about dreaming—it's about doing. Jamie challenges financial advisors to move beyond vague aspirations and craft meticulously designed roadmaps that bridge the gap between where they are and where they want to be.

    Diving deep into the psychology of achievement, she unpacks the critical importance of creating specific, actionable goals that go far beyond mere hope. Her insights reveal how successful financial advisors transform abstract dreams into concrete plans, complete with measurable milestones and strategic checkpoints.

    Encore Episode: Goal Setting

    続きを読む 一部表示
    33 分

The Perfect RIAに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。