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by Matthew Jarvis, CFP® & Micah Shilanski, CFP®
The Perfect RIA
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…
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Latest episodes
- Better Conversations Through Self-Awareness With Greg Witz
- What to Say When Clients Ask About Fees [Episode 368]
- The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino