The Perfect RIA

The Perfect RIA


Latest Episodes

Unique Abilities and Unbreakable Rules for Advisor Success
October 04, 2024

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

What Rules Apply And To Who? Leaders Answer
October 03, 2024

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 str

Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]
September 30, 2024

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 the

The Annuity Landscape and Savvy Hiring
September 27, 2024

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 broa

Hire or Fire?
September 26, 2024

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

Annuities: What Every Advisor Needs to Know with Guest Brian Smith [Episode 275]
September 23, 2024

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

Balancing Acts: From Bookkeeping Basics to Professional Growth
September 20, 2024

Amber is recapping this weeks 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 empha

I Have No Time
September 19, 2024

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 o

Dollars and Sense: Why Bookkeeping Matters More Than You Think with Guest Duff Tucker [Episode 274]
September 16, 2024

In this episode of The Perfect RIA podcast, Matthew Jarvis and Duff Tucker, Account Services Manager for Belay, discuss the often-overlooked world of bookkeeping for small businesses. Their conversati

From BHAGs to Bad Hires: The Hard Truths About Goals, Processes, and Intuition
September 13, 2024

In this recap episode, Amber is covering this weeks highlights. On Monday, Matt and Micah explored the stark differences between advisors who smash their Big Hairy Audacious Goals (BHAGs) and those w