Couverture de The Perfect RIA

The Perfect RIA

The Perfect RIA

De : 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. Economie Finances privées Politique et gouvernement
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    Épisodes
    • Negotiating Deal Terms With Peter Velardi

      Negotiating Deal Terms With Peter Velardi
      Jan 15 2026

      In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi
      discuss the intricacies of negotiating deal terms, the importance of understanding earn outs, and the value of professional negotiation in the financial advisory space. They explore how advisors can design their job descriptions post-transition, the risks of going directly to firms without representation, and the potential pitfalls of waiting to sell a practice. The conversation emphasizes the current seller's market and the importance of confidentiality in the valuation process, providing insights for advisors considering their options.

      Negotiating Deal Terms With Peter Velardi

      Resources in today's episode:

      Resources:

      - Matt Jarvis: Website | LinkedIn
      - Peter Velardi: Website | LinkedIn
      - Get your practice valuation here
      Afficher plus Afficher moins
      34 min
    • Stop Defending Your Head Trash! [Episode 343]

      Stop Defending Your Head Trash! [Episode 343]
      Jan 12 2026

      In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and capacity. They explore the idea of a 'money thermostat' that limits advisors' perceptions of their success and the importance of recognizing real limitations versus self-imposed barriers. The conversation delves into the fear of prospecting and how it can hinder growth, emphasizing actionable steps advisors can take to overcome these challenges and deliver more value to their clients.

      Stop Defending Your Head Trash! [Episode 343]

      Resources in today's episode:

      - Micah Shilanski: Website | LinkedIn
      - Matt Jarvis: Website | LinkedIn
      - Learn More about our Coaching Programs
      Afficher plus Afficher moins
      24 min
    • The Software Dilemma in Financial Planning [Episode 342]

      The Software Dilemma in Financial Planning [Episode 342]
      Jan 5 2026

      In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to understand the limitations of software and the value of manual planning. They explore the behavioral aspects of financial management, the journey to developing custom software, and the necessity of personal financial planning practice to enhance client relationships and service delivery.

      The Software Dilemma in Financial Planning [Episode 342]

      Resources in today's episode:

      - Micah Shilanski: Website | LinkedIn
      - Matt Jarvis: Website | LinkedIn
      - Learn More about our Coaching Programs
      Afficher plus Afficher moins
      30 min
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