『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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このコンテンツについて

 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
エピソード
  • Encore Episode: Why Advisors Lose Clients

    Encore Episode: Why Advisors Lose Clients
    2025/07/25

    In this encore episode, Jamie Shilanski introduces the ‘rule of two,’ a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility can negatively impact client satisfaction.

    The episode goes beyond simple dos and don’ts. Jamie dives into the importance of meaningful communication and challenges advisors to go beyond surface-level interactions, emphasizing that genuine connection comes from addressing the heart of clients’ questions and worries.

    Encore Episode: Why Advisors Lose Clients
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    35 分
  • How to Get More Clients This Summer [Episode 318]

    How to Get More Clients This Summer [Episode 318]
    2025/07/21

    In this episode, Micah and Jarvis discuss strategies for acquiring more clients, maintaining momentum in business, and the importance of tracking and systems in financial advising. They emphasize understanding the client journey, setting realistic expectations for growth, and the role of curiosity in learning from successful peers. The conversation culminates in actionable steps for listeners to implement in their practices.

    How to Get More Clients This Summer [Episode 318]

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
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    27 分
  • Encore Episode: What Are Prospects ACTUALLY Saying

    Encore Episode: What Are Prospects ACTUALLY Saying
    2025/07/18

    In this encore episode Matt and Micah are discussing the significance of real-life experience and action in comprehending client interactions. Genuine knowledge happens when you roll up your sleeves and actively engage with prospects and clients rather than relying solely on prescribed strategies. They’re sharing that advisors need to strive for an open-minded, value-focused approach to client meetings and to prioritize curiosity and effective communication over technical prowess. Plus, they’re reminding us that financial advising is not all about numbers; it's about injecting energy and enthusiasm into every conversation.

    Encore Episode: What Are Prospects ACTUALLY Saying

    Resources in today's episode:

    - Micah Shilanski: Website | LinkedIn
    - Matt Jarvis: Website | LinkedIn
    続きを読む 一部表示
    26 分

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