Podcast Episodes

Bitcoin Battles and Value Add Victories

In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods.

Monday's epis…

Published on 1 year, 1 month ago

Encore Episode: Managing Value Adds In Surge

In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency…

Published on 1 year, 1 month ago

The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280]

Episode 280

Get ready for an eye-opening debate on the world of cryptocurrency! In this conversation, Matthew Jarvis faces off with Isaiah Douglass from Swan Bitcoin, moderated by Model FA's David DeCelle. Toget…

Published on 1 year, 2 months ago

Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client relationships. Matt and Micah kicked off the week b…

Published on 1 year, 2 months ago

A Tangent with Floyd Shilanski

In this episode, Jamie and Floyd Shilanski offer a fresh perspective on professionalism in financial planning. They explore the evolving landscape of the industry, from the growth-focused early stage…

Published on 1 year, 2 months ago

Learning Opportunity or Time To Go [Episode 279]

Episode 279

In this conversation, Matt and Micah tackle the crucial yet often underestimated topic of leadership and team management in financial advisory practices and explore the transformative impact of estab…

Published on 1 year, 2 months ago

The Devil's in the Details: Mastering Professionalism and Digital Discipline

In this recap episode, Amber shares highlights about professionalism and navigating reality in a digital world. On Monday, Matt and Micah discussed the often-overlooked aspects of professionalism tha…

Published on 1 year, 2 months ago

Is This The Grind?

Feeling stuck in life while everyone else seems to be racing ahead? In this episode of The Perfect RIA podcast, Jamie Shilanski peels back the curtain on the illusion of progress and the pitfalls of …

Published on 1 year, 2 months ago

Yes, It Is Your Dress [Episode 278]

Episode 278

In this episode, Matt and Micah unpack the power of professionalism in the industry. They reveal how the often-overlooked details – a sharp outfit, punctual arrival – can significantly shape client p…

Published on 1 year, 2 months ago

Avoiding Common Advisor Pitfalls and Embracing Sales Excellence

In this recap episode, Amber shares highlights about the common mistakes financial advisors make, the importance of sales in their roles, and effective communication strategies. Monday's episode feat…

Published on 1 year, 2 months ago