The Perfect RIA
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.
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.
Top mentioned books
Here are the most frequently recommended books on The Perfect RIA podcast:
#1 Mentioned in 2 episodes
Demolish Your Comfort Zones
Six practices to crush your hidden limitations
Art Turock
#2 Mentioned in 2 episodes
Never Split the Difference
Negotiating As If Your Life Depended On It
Tahl Raz
Chris Voss
VOSS/RAZ
#3 Mentioned in 2 episodes
Broken Dealer
Carmine Corino
Darren Blonsky
#4 Mentioned in 1 episodes
It
Stephen King
#5 Mentioned in 1 episodes
At Your Best
Carey Nieuwhof
#6 Mentioned in 1 episodes
The 4 Hour Workweek
Tim Ferriss
#7 Mentioned in 1 episodes
Team Building for Financial Advisors
Christine Timms
#8 Mentioned in 1 episodes
The Comfort Crisis
Michael Easter
#9 Mentioned in 1 episodes
Getting physical
Art Turock
#10 Mentioned in 1 episodes
10 X is easier than two X
Dan Sullivan
Benjamin Hardy, Ph.D
#11 Mentioned in 1 episodes
Rich Dad Poor Dad
What the Rich Teach Their Kids about Money - That the Poor and the Middle Class Do Not
C.P.A. Sharon L. Lechter
Robert Kiyosaki
#12 Mentioned in 1 episodes
Extreme ownership
How U.S. Navy SEALs Lead and Win
Leif Babin
Jocko Willink
#13 Mentioned in 1 episodes
The Delivering Massive Value
Matthew Jarvis
#14 Mentioned in 1 episodes
The War of Art
Break Through the Blocks and Win Your Inner Creative Battles
Steven Pressfield
#15 Mentioned in 1 episodes
The Richest Man in Babylon
George Clason
#16 Mentioned in 1 episodes
Drive
The Surprising Truth About What Motivates Us
Daniel H. Pink
#17 Mentioned in 1 episodes
Delegate to Elevate
Sally Marshall
#18 Mentioned in 1 episodes
Exactly what to say
The Magic Words for Influence and Impact
Phil M Jones
#19 Mentioned in 1 episodes
Preparing for retirement and positioning yourself as a successor
Christine Timms
