Podcast Episodes

Encore Episode: Client Onboarding - Creating A Solid Foundation

In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver massive value during the critical client…

Published on 1 year, 7 months ago

Recruitment and Creating a Strong Value Proposition with Guest Claire Myers Vitale [Episode 257]

Episode 257

In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing team. They dive into the art of hiring and …

Published on 1 year, 7 months ago

Enhancing Client Communication and Interactions

In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advisors. The episode dives into client communication …

Published on 1 year, 7 months ago

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of building from the ground up and encourages advisors to…

Published on 1 year, 7 months ago

Bad Ways to Answer Clients [Episode 256]

Episode 256

In this episode of The Perfect RIA, Micah and Matt dive deep into the art of effective client communication for financial advisors. They stress the critical role of intentional communication in deliv…

Published on 1 year, 7 months ago

Crafting Your Investments and Marketing Communication

Join Amber in this episode of The Perfect RIA as she recaps the week's essential insights for financial advisors. Discover the significance of prioritizing client goals over investments and delegatin…

Published on 1 year, 7 months ago

When Marketing Works

Join Jamie in this episode of The Perfect RIA, where she dives deep into the dynamic world of marketing for financial advisors. Discover why keeping the momentum in marketing and content creation is …

Published on 1 year, 7 months ago

How Investments Work With Your Clients [Episode 255]

Episode 255

Dive into the latest episode of The Perfect RIA podcast, where hosts Matthew Jarvis and Micah Shilanski uncover the crucial role of comprehensive planning for financial advisors. Step away from the t…

Published on 1 year, 7 months ago

Strategic Client Onboarding and Enhancing Tax-Related Value

In this Follow-Up Friday episode, Amber is recapping this week's highlights and action items, focusing on optimizing client meetings, communication, and value-driven planning. Matt and Michael stress…

Published on 1 year, 7 months ago

Creating Value Adds from the Tax Return

In this episode, Jamie shares invaluable insights for navigating the complexities of tax season while delivering unparalleled value to clients. Advocating for the strategic utilization of surge perio…

Published on 1 year, 7 months ago