Podcast Episodes

The Art of Selling- Mastering Communication for Sales Success for People in Finance

In this conversation, Jamie Shilanski uncovers the universal truth that everyone, regardless of their profession, is constantly engaged in sales and negotiation. Through personal anecdotes and real-w…

Published on 1 year, 2 months ago

From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

Episode 277

In this conversation, Matthew Jarvis and Matt Delzingaro, from Coffee with Delzi and Brighthouse Financial challenge conventional wisdom and urge advisors to rethink their relationships with wholesal…

Published on 1 year, 2 months ago

Unique Abilities and Unbreakable Rules for Advisor Success

In this recap episode, Amber shares highlights on an advisor's unique skills and the importance of rules. Monday's episode featured Andree Mohr, the new president of Integrated, who shared her expert…

Published on 1 year, 2 months ago

What Rules Apply And To Who? Leaders Answer

In this episode, Jamie Shilanski dives into the heart of organizational success: team dynamics. With her trademark insight, Jamie reveals how the backbone of any thriving business isn't just about st…

Published on 1 year, 2 months ago

Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]

Episode 276

In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled th…

Published on 1 year, 3 months ago

The Annuity Landscape and Savvy Hiring

In this recap episode, Amber is sharing the highlights from conversations on annuities and hiring (and firing). On Monday, Matt and Brian dove into the world of annuities, challenging advisors to bro…

Published on 1 year, 3 months ago

Hire or Fire?

In this episode of The Perfect RIA podcast, Jamie Shilanski dishes out some hard-earned wisdom from Shilanski and Associates about empowering team members and making smart hiring choices. Recognizing…

Published on 1 year, 3 months ago

Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]

Episode 275

In this episode of the Perfect RIA podcast, Matthew is joined by Brian Smith, from Foundation Income Associates, an expert in annuities and insurance products. Brian and Matt explore the ins and outs…

Published on 1 year, 3 months ago

Balancing Acts: From Bookkeeping Basics to Professional Growth

Amber is recapping this week's episode highlights. On Monday, Matt dove into the world of bookkeeping with Duff Tucker from Belay, uncovering the common pitfalls small business owners face. They emph…

Published on 1 year, 3 months ago

I Have No Time

In this episode of The Perfect RIA podcast, Jamie Shilanski tackles the perennial challenge of balancing professional development with family responsibilities. She emphasizes the critical importance …

Published on 1 year, 3 months ago