Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

Sintoniza para obtener consejos sobre gestión del tiempo, participación de clientes y rentabilidad en asesoría. ¡Descubre estrategias prácticas para tu éxito!

Listen on Apple Podcasts

Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

E301 • 30 mins • Mar 24, 2025

Episodios recientes

Mar 24, 2025

Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

E301 • 30 mins

Mar 21, 2025

Culture, Clients, and Complementary Skills

5 mins

Mar 17, 2025

The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]

E300 • 28 mins

Mar 14, 2025

Financial Undressing: What Your Practice Valuation is Really Wearing

8 mins

Mar 13, 2025

Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

29 mins

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