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The Perfect RIA

The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Veröffentlicht: 2025-12-22
© 2024 by The Perfect RIA. All rights reserved.
The Perfect RIA - QR Code
GratisNeu
880 Folgen
Audio
Anhören auf Apple Podcasts
GratisNeu
880 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2025-12-22
© 2024 by The Perfect RIA. All rights reserved.
Aktuelle Folge
Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportun
Länge: 32:26
Abspielen
In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value creation in client relationships. The discussion highlights the journey of financial advisors, the impact of personal experiences on their practices, and the future of the industry.
Transforming Financial Planning Practices with Sten Morgan [Episode 340]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Sten Morgan: LinkedIn
Folgen-ID: 1000742289149
GUID: e5485150-ebfe-4fb2-a4fb-53585c5eabd0
Erscheinungs­datum: 22.12.2025, 09:00:00

Beschreibung

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.

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