The Perfect RIA Podcast

By Matthew Jarvis & Micah Shilanski, Finance Rockstars

Does your practice today resemble the dream you had when you started in this industry? Are you consistently delivering massive value to clients, while still having the time, energy, and money to live a life of passion? Tune into The Perfect RIA podcast to learn from real advisor how all this and more is possible.

  1. 1.
    Tips from the Trenches - When the Sales Process Goes Wrong
    6:24
  2. 2.
    Finding Good Talent with Yosef Colish [Episode 110]
    36:41
  3. 3.
    Reading Time with Jarvis - So Good They Can't Ignore You by Cal Newport
    6:31
  4. 4.
    The “Perfect” Way to Rollover a 401(k) [Episode 109]
    30:22
  5. 5.
    Tips from the Trenches - Buckets
    7:22
  6. 6.
    The Right Size Financial Plan [Episode 108]
    32:21
  7. 7.
    Reading Time with Jarvis - Solve for Happy by Mo Gawdat
    6:20
  8. 8.
    Tips from the Trenches - Delivering Massive Value
    7:09
  1. 9.
    Reading Time with Jarvis - Multiplication by Subtraction by Shannon Waller
    5:32
  2. 10.
    How Long Does it Take You to Create a Tax Plan? [Episode 107]
    30:04
  3. 11.
    Tips from the Trenches - Clients' Kids' Accounts
    7:45
  4. 12.
    Why Do You Complain vs Improve? [Episode 106]
    28:34
  5. 13.
    Reading Time with Jarvis - Never Split the Difference by Chris Voss
    5:58
  6. 14.
    How Do I Deliver Massive Value? [Episode 105]
    30:08
  7. 15.
    Tips from the Trenches - Fees
    6:09
  8. 16.
    Reading Time with Jarvis - Influence by Robert Cialdini
    6:27
  9. 17.
    Why Is the Fee Conversation SO Hard!? [Episode 104]
    37:28
  10. 18.
    Tips from the Trenches - 2nd Opinion
    5:51
  11. 19.
    How Long Does It Take To Create a Financial Plan? [Episode 103]
    31:03
  12. 20.
    Tips from the Trenches - Client Email
    9:26
  13. 21.
    What If I Don't Want a Lifestyle Practice? [Episode 102]
    33:33
  14. 22.
    Reading Time with Jarvis - Tools of Titans by Tim Ferriss
    5:11
  15. 23.
    Tips from the Trenches - Interviewing Attorneys
    9:03
  16. 24.
    Why Am I Not Getting More Referrals? [Episode 101]
    29:36
  17. 25.
    Reading Time with Jarvis - Measure What Matters by John Doerr
    5:31
  18. 26.
    How Much Should I Be Charging? [Episode 100]
    30:02
  19. 27.
    Tips from the Trenches - Gifting Money to Kids
    6:09
  20. 28.
    Should I Leave My Broker Dealer This Year? [Episode 99]
    32:42
  21. 29.
    Reading Time with Jarvis - Simple Wealth, Inevitable Wealth by Nick Murray
    5:16
  22. 30.
    Tips from the Trenches - Paying Your House off in Retirement
    8:55
  23. 31.
    Sten Morgan Interview [Episode 98]
    30:33
  24. 32.
    Reading Time with Jarvis - A Random Walk Down Wall Street by Burton Malkiel
    5:37
  25. 33.
    Professing Our Love for Kitces [Episode 97]
    30:13
  26. 34.
    Tips from the Trenches - Pay Raises in Retirement
    5:29
  27. 35.
    John Lee Dumas Interview [Episode 96]
    18:39
  28. 36.
    Reading Time with Jarvis - Alchemy: The Dark Art and Curious Science of Creating Magic by Rory Sutherland
    6:55
  29. 37.
    Tips from the Trenches - What if X Happens When I Retire?
    5:40
  30. 38.
    Reading Time with Jarvis - Drive by Daniel Pink
    7:18
  31. 39.
    FPA Presentation [Episode 95]
    27:56
  32. 40.
    Tips from the Trenches - Convincing Clients They Can Retire
    5:55
  33. 41.
    How Do I Start a Mastermind Group? [Episode 94]
    30:42
  34. 42.
    Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes
    8:31
  35. 43.
    How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]
    31:19
  36. 44.
    Tips from the Trenches - Politics
    5:34
  37. 45.
    Reading Time with Jarvis - The Godfather of Lifestyle Businesses, Tim Ferriss
    5:06
  38. 46.
    When Clients Don't Transfer Assets [Episode 92]
    30:16
  39. 47.
    Reading Time with Jarvis - Love and Logic for Advisors
    5:23
  40. 48.
    Implementing Surge Meetings with Taylor Schulte
    38:24
  41. 49.
    Tips from the Trenches - Guided Discovery
    7:50
  42. 50.
    Why Isn't This Working? [Episode 91]
    33:15

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