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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How to Get More Clients This Summer [Episode 318]

E318 • 27 mins • Jul 21, 2025

Recent Episodes

Jul 21, 2025

How to Get More Clients This Summer [Episode 318]

E318 • 27 mins

Jul 18, 2025

Encore Episode: What Are Prospects ACTUALLY Saying

26 mins

Jul 17, 2025

The M&A Playbook for Financial Advisors with Ted Jenkin

28 mins

Jul 14, 2025

Prospecting That Works [Episode 317]

E317 • 26 mins

Jul 11, 2025

Encore Episode: How Are You Accountable When You Make a Client Mistake?

28 mins

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