Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

Tune in for expert insights on time management, client engagement, and profitability in advisory practices. Learn practical strategies to boost your success today!

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Why Your Value Proposition Matters More Than Your Fee

6 mins • Feb 28, 2025

Recent Episodes

Feb 28, 2025

Why Your Value Proposition Matters More Than Your Fee

6 mins

Feb 24, 2025

The Fees Are Only Up Because The Market Is Up… [Episode 297]

E297 • 25 mins

Feb 21, 2025

Goal Setting Gone Right: Stop Faking It, Start Making It

6 mins

Feb 17, 2025

From Setting to Achieving: The Four C's To Achieving Your Goals with Guest Kristin Burke [Episode 296]

E296 • 32 mins

Feb 14, 2025

Why Two Advisors Decided to Spill Their Secrets

6 mins

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United States
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