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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Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline

7 mins • Jan 24, 2025

Recent Episodes

Jan 24, 2025

Follow The Numbers: Why Advisors Need to Track Their Prospecting Pipeline

7 mins

Jan 20, 2025

So, How Will You Get All Those New Clients? [Episode 292]

E292 • 27 mins

Jan 17, 2025

Why Clients Leave (And How to Keep Them)

6 mins

Jan 13, 2025

What Was Your NET Client Flow In 2024? [Episode 291]

E291 • 23 mins

Jan 10, 2025

Entitlement vs. Intention

5 mins

Language
English
Country
Peru
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