by 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.
Language
🇺🇲
Publishing Since
3/13/2018
Email Addresses
1 available
Phone Numbers
0 available
April 21, 2025
Matt Jarvis and Micah Shilanski explore how advisors provide significant value to clients outside of meetings by focusing on cash flow as a key element of retirement planning.
April 18, 2025
Matt Smith and Micah Shilanski discuss ranking value-add services to enhance client relationships and practice valuation in this episode of The Perfect RIA. Scott DiGiammarino from JPTD Partners shares insights on exit strategies and practice valuation in an interview with Matt Smith.
April 17, 2025
Matthew Jarvis interviews Scott DiGiammarino of JPTD about the current high valuations in the financial advisory practice marketplace and the emotional journey of selling a practice.
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