Podcast Episodes

The Power of Coaching With Guest Scott Rusnak

Matthew Jarvis welcomes back Scott Rusnak, an EOS implementor and Matt's personal coach, to explore the pivotal role of coaching in personal and professional development. Scott shares his approach to…

Published on 2 years ago

Value Sledgehammer or Volume Sucker Punch? [Episode 233]

Episode 233

In this episode of The Perfect RIA podcast, Matt and Micah are getting into the critical aspect of delivering value to clients through the use of Value Adds. Sharing examples from their 1099 Value Ad…

Published on 2 years ago

Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss t…

Published on 2 years, 1 month ago

Acts Of Service

Jamie explores acts of service individuals and the potential impact on personal success, where she shares her personal journey as an act of service person. She's discussing the downside of this minds…

Published on 2 years, 1 month ago

The Complexity Curve with Guest Paul Saganey

Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to…

Published on 2 years, 1 month ago

Throwback: Asking Questions That Matter For Estate Planning

Episode 232

This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and unde…

Published on 2 years, 1 month ago

Mastering Communication, Delegation Secrets, and Personal Growth

On Monday, Matt and Micah talked about the concept of treating everyday interactions as at-bats and the significance of mastering communication skills to succeed in your practice.
On Wednesday, Matt …

Published on 2 years, 1 month ago

Showin' Up For A Fight

Jamie discusses the importance of recognizing when to step away from unnecessary conflicts in our lives, emphasizing that not every fight requires our presence and the concept that some people, due t…

Published on 2 years, 1 month ago

Delegating for Success with Guest Karen Stewart

Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you're currently hand…

Published on 2 years, 1 month ago

How To Get More At-Bats [Episode 231]

Matt and Micah are here to talk about consistent practice and communication mastery. Drawing a parallel to professional athletes, they underscore the need for advisors to refine their skills continuo…

Published on 2 years, 1 month ago