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The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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Running Industry Alliance (RIA) Podcast

Running Industry Alliance (RIA) Podcast

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This is the Running Industry Alliance (RIA) Podcast brought to you in association with supersonic. “The podcast will focus on meaningful running industry content, with listeners benefiting from useful information, data and action points that can help propel their businesses forward, sharing peer to peer knowledge whilst showcasing the running industry and advancements beneficial for all”. Originally the Running Industry Podcast (2020) hosted by Matt Ward, now having joined forces with RIA to ...
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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Step right into the world of R.K Achina – the ultimate podcast and pastor for all you "faith, hope, and transformation seekers" out there. Get ready to jump into super cool sermons, motivational talks, and Christ-centered teachings that empower your journey. Get ready to uncover the secrets of taking your spiritual journey to the next level and embracing your most awesome self. We're delving deep into topics like faith, hope, prayer, relationships and finding your rhythm in this journey we c ...
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On Chicks in the Office, Ria and Fran keep you in the know on all things pop culture. The Chicks are the go-to source for entertainment news, TV and film recaps, and interviews featuring some of your favorite celebrities. You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office
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Cider Chat

Ria Windcaller: Award-winning Cidermaker, Podcaster | Craft Beer Columnist

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Interviewing cidermakers importers, orchardists, foodies, farmers and cider enthusiasts around the world. Let’s delve into the semantics of cider…or is it hard cider, cidre, sidra or fermented apple juice? The truth is out there in Ciderville and we are going to find it. We toast in celebration of cider; As a libation, a gift from the gods, a taste of terroir, and a hard pressed good time. Ready to quench your thirst? Grab a glass and join this chat! See you in Ciderville!
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Are you frustrated by a lack of influence and discouraging circumstances? Do you feel overwhelmed with the challenge of achieving goals? Are you fighting self-limiting beliefs? It's time for a new chapter in your story! I provide personal and professional leadership development specifically for women so you can increase influence, develop leadership, and maximize results. Become the woman you are destined to be. Become the leader you are destined to be.®
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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The COO Roundtable

Coldstream Wealth Managment

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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The Robot Industry Podcast

Jim Beretta in partnership with A3 Association for Advancing Automation.

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Podcast for the Automation, Robotics and Manufacturing Industries by host, Jim Beretta. The podcast is partnered with A3 | RIA Robotics Industry Association. We discuss trends, innovation, and important tech for advanced manufacturing.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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second

ria mehra

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I'm made up of a whole another universe inside me, which consists mainly of my thoughts, my words, and things/people/anything basically that influences me, so yeah:)
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Weekly episodes with Ria with the sole aim to help you break up with the mainstream madness and create a life which nourishes your soul instead. From creative ritual ideas, soulful conversations, alternative health tips, going off grid, insights on what we aren't taught about being human, spirituality and business tips for business owners who are committed to live life their way... no matter many times they go around in circles.
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The Femme on Collective is a podcast collective where we discuss issues or pop culture that interests us, with a feminist, female view. Hosts Ada, Alyson, Jess, Ria and Tonya bring their unique voices to a variety of subjects including books, film, TV, feminism, comics, fitness, activism and so much more.
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Every 1st & 3rd Tuesday of the month the rising star Ellez Ria presents his new concept called Binaural Sessions a fresh two hour show with the best combination and selection of music, expect the best on Deep House, Techno, Progressive Trance, Psy and many more. Alongside with his monthly top guest Binaural will take you under the biggest additive journey. www.facebook.com/EllezRiaOfficial
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Welcome to the World’s First Prom Podcast! Your first prom is an exciting time but can be an overwhelming one too. When should you start shopping? What kind of dress should you wear? What accessories do you need? Do you need to do anything before booking an appointment? Who should you bring with you? What do you do after you’ve bought your dress? How do you look after your dress? Aaand breathe. Yes there’s a million things to think about so why not let the professionals make it easy for you, ...
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BOOST UP WITH ME #BoostUpPodcastWithRiaCortez every FRIDAY NIGHT para makichika with my guests and share some of our struggles as students if ever you're relating from them. I'll also share with you how I put up a brave face in every struggle that I've been through and how the right mentality made me make the right decisions. Struggle and hustle because that's where success begins.
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Tune in to Ria's pride story. This is brought to you by Living with Stories & Hubhopper as a part of the #MyPrideStory campaign. If you have a story to share, please write to us at thisislivingwithstories@gmail.com
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Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Van Wie Financial. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your ...
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Life is so fast that we often forget to look back and be mesmerized by the steps we've conquered. I'm Ria, just an 18-year-old who wants to document the life I'm living. I'm here to unravel it all with you. The good, the bad, and in between. I welcome you to a warm seat, and a fresh glass of h2o. looking forward to many conversations with you :) Feel free to message me, I'd love to listen! all platforms are @ riasrecords
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Notable Nostalgia

Big Door Prize Media

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We grew up immersed in 90s culture and now that we're grown-ups it's time to revisit everything we loved from our childhoods. We'll be discussing a diverse set of topics including movies, TV, and other pop culture highlights of the decade from an LGBTQ+/BIPOC perspective. So zip up that fanny pack, feed your Tamagotchi and join us on our trip back to the 90s. Let's get nostalgic together! Twitter @notable90s Instagram @notable.nostalgia Facebook @notablenostalgia Email: notablenostalgia@bigd ...
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Each week, Rhode Island Avenue Radio hosts Michelle Yancey and Kyle Todd sit down to visit with area business owners, city leaders, small business training experts, and the visionaries that help our local commercial corridors grow and thrive. Tune in to learn about Rhode Island Avenue NE Main Street’s new businesses; learn about some of the not-so-secret business gems of the community; and get behind-the-scenes stories about innovative business ideas happening right here in our neighborhood.
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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Unpacking is a podcast that takes a closer look at the things we all experience in life - from love, food, healing and growth. Our goal is to provide listeners with thoughtful insight and discussion on these topics, in order to help us all unpack the good, the bad and the ugly. We want to elevate our collective consciousness by offering practical advice and inspiring stories that will help us all live our best lives. Hosted by Sharia, Unpacking is your go-to source for thought-provoking conv ...
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Click 👉🏼 here to connect with or simply go to foxly.ink/royals Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your l…
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In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron a…
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T-minus 1 month until Fran’s wedding (00:00-12:16). Ria judged a cooking competition (12:17-28:43). Jennifer Lopez divorces Ben Affleck (30:23-43:40). Love Island’s Kendall & Nicole announce split (44:48-52:39). Pommel horse hero, Stephen Nedoroscik to join DWTS (52:40-55:32). Beat Ria & Fran game 138 with Lexi & McKenna (56:36-1:22:07).CITO LINKS …
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Running Industry Alliance Podcast in association with supersonic - Episode #14 featuring Lia Fyles now live! Matt and Tom are in conversation with Lia Fyles, Race Director of the London Landmarks Half Marathon. "When you think about who are the faces of the LLHM, it’s not the celebrities or the athletes, it’s the fundraisers. We’ve always awarded B…
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Today’s show highlights include: *An overview of common misconceptions of RIAs that advisors have when they want to create one. *What the nationwide trend of more advisors wanting independence means for the RIA space as a whole. *The difference between a state registered RIA and an SEC registered RIA. *What an advisor really means when they say “I …
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In this episode, we tackle the topic of market volatility and its potential impact on your retirement plans. Navigating through fluctuating markets can be challenging, especially when planning for the long term. We’ll discuss key insights and considerations that every retiree or soon-to-be retiree should keep in mind during these uncertain times. T…
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We have the whole gang here for our BIG 100th episode!!! On today's episode we discuss one of the most ICONIC movies from the 90's! That's right! A Goofy Movie!!! Jeff recaps the movie, Andy gives out some awesome facts, the gang plays a round of "Do you know it?" And they even dust off an old segment they haven't done in 95 episodes! All that and …
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Palestra de Uxío-Breogán Diéguez Cequiel no 2021 sobre o exilio dos galegos republicanos a méxico por mor da guerra civil española. Esta palestra a proposito da figura de Florencio Delgado Gurriarán, homenaxeado nas Letras Galegas do 2021, que estivo exiliado, precisamente, como tantos outros, en México.…
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Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…
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In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…
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Today's show highlights include: *The distinction between working on your business versus working in your business and why both are crucial. *How quarterly check-ins can effectively keep your business aligned with its goals and drive continuous improvement. *Strategies for leaders to encourage growth by challenging employees and embracing discomfor…
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Palestra de Félix García Yáñez sobre a república, a guerra civil e a represión franquista na comarca de Valdeorras. O palestrante afonda na resistencia ao golpe de 1936 e o xurdimento dun forte movimento guerrilleiro. Provén do I ciclo de encontros sobre Valdeorras, organizado polo grupo Valdeorras Infinda…
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In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-performing advisors leverage their achievements to revolutionize their practices, focusing on three key areas: cultivating discerning client relations…
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Taylor Schulte, a renowned financial advisor and founder of Define Financial, joins The Advisor Journey to share a masterclass on advisor marketing strategies and to address some common mistakes advisors make. For example, is trying to serve a wide range of clients and blast your message out on as many channels as possible a winning approach? Taylo…
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Hello Everyone, For this episode of The Robot Industry Podcast, I have picked one of my favourite podcast recordings. The robot industry needs more "Dave Goodenough's". Enough said, enjoy the podcast. Our sponsor for this episode is Ehrhardt Automation Systems. Ehrhardt builds and commissions turnkey solutions for their worldwide clients. With over…
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Mailbag Question: “Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?” Intro: “Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in th…
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In Episode 423 of Cider Chat, we delve into the fascinating world of apple identification a.k.a. Apple Id with the one and only John Bunker, a renowned author and the c0-founder of FEDCO Trees, Maine Organic Farmers and Gardners Association (MOFGA). Hear as he shares his lifelong passion for tracking down historic apple varieties and teaching other…
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O día da poesía, o pasado 21 de marzo de 2024, celebrouse un recital a propósito da poesía social de Celso Emilio Ferreiro. De forma introductoria, Xesús Alonso Montero expón a palestra: "Arenga sobre Celso Emilio Ferreiro e a chamada poesía social con algunhas páxinas pouco gasalleiras para certos poetas puros e, sobre todo, para os poetas turrieb…
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Love Island USA S6 reunion reaction (00:00-12:26). CITO Playlist - the 10 songs we each have on repeat this week (13:42-28:13). Interview with Love Island USA’s Kaylor Martin & Liv Walker - talking the reunion, life since the villa + more! (29:22-1:27:07).CITO LINKS > barstool.link/chicks-in-the-office. You can find every episode of this show on Ap…
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Weekend recaps (00:00-23:29). Dakota Johnson & Chris Martin shut down rumored split (24:51-34:29). Sabrina Carpenter & Barry Keoghan are ‘on and off’ (34:30-44:38). Gracie Abrams & Paul Mescal spotted together (44:39-52:32). Weekly Watch Report (54:07-1:09:16). ‘Sharpay's Fabulous Adventure’ rewatch (1:10:48-1:36:55).CITO LINKS > barstool.link/chic…
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Are we in a bear market? John answers this million-dollar question following the market turmoil that’s consumed news headlines these past several weeks. He also sends a strong warning when it comes to annuities before his interview with Private Wealth Manager Jessica Culpepper (who has appeared on Barron’s list of Top Women Financial Advisors six y…
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In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and …
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In this episode, we explore the income gap, touching on its causes and effects. Get a broad perspective on this economic issue and its impact. Don’t forget to like, share, and subscribe for more financial tips and advice! Watch now for actionable advice! Don't forget to subscribe for more content from GulfCoast Financial! For more information conta…
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Click 👉🏼 here to connect with or simply go to foxly.ink/royals Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your l…
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In this recap, Amber’s highlighting this week’s focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they emphasized the importance of substance and authenticity in marketing efforts. Learn why committing to a well-thought-out strategy for at least a year c…
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Stupid IG update (00:00-21:58). Molly-Mae & Tommy Fury split (23:13-30:32). ‘Love Island USA’ S6 reunion filmed in NYC (30:33-37:17). ‘High School Musical 3 rewatch (38:42-58:27). Beat Ria & Fran game 137 with Lauryn & Caitlin (59:45-1:26:42).CITO LINKS > barstool.link/chicks-in-the-office. You can find every episode of this show on Apple Podcasts,…
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Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity…
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Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the finan…
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In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level. Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Fin…
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In this episode, Dasarte takes a deep dive into the key insights and strategies shared by Stoy Hall during our recent conversation. He highlights the transformative power of storytelling in the financial advising space and how these techniques can be applied to enhance client relationships and practice growth. ABOUT ALTRUIST: We’re on a mission to …
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the IRS. Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape. The platform syncs up with…
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Tuna salad (00:00-19:29). CITO Playlist - the 10 songs we each have on repeat this week (20:40-51:12). Kylie Jenner on the cover of British Vogue (52:38-1:00:04). Lisa Vanderpump denies claims she rebranded TomTom to Pump (1:00:05-1:06:39). ‘Mamma Mia 3’ in the works (1:06:40-1:08:51). Bachelorette week 6 recap (1:10:14-1:22:39). ‘High School Music…
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Palestra de Xesús Alonso Montero sobre a chamada traxedia do bou "Eva" (bou é un barco de pesca), no Berbés, en Vigo. Alí, o 22 de abril de 1937, cercados polos fascistas, autoinmoláronse, antes de ser capturados, nove republicanos que pretendían fuxir, ocultos no barco, do terror franquista. Este feito foi conmemorado literariamente por poetas com…
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Palestra de Joan-María Thomas, da Universidade de Rovira e Virgili, sobre a importancia e a explotación de wolframio na Galiza. Efectivamente, a Galiza non foi un "Far", senón un "Near West", durante a maior parte da Segunda Guerra Mundial. Provén das Xornadas sobre a Galiza na II guerra Mundial no 2021…
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Jordan Chiles medal ruling (00:00-10:45). ‘It Ends With Us’ drama (10:48-35:25). Miley Cyrus honored as youngest Disney Legend (36:44-46:26). Olympics closing ceremony (46:27-55:54). Weekly Watch Report (57:31-1:30:14). ‘High School Musical’ rewatch (1:30:17-1:58:48).CITO LINKS > barstool.link/chicks-in-the-office. You can find every episode of thi…
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On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opi…
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In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects. They emphasize the importance of answering prospects' burning questio…
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In this episode, we cover the basics of annuities, life insurance, and long-term care (LTC). Discover the key points and considerations for each. In this video, we cover the basics of annuities, life insurance, and long-term care (LTC). Discover the key points and considerations for each. Don't forget to subscribe for more content from GulfCoast Fi…
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Click 👉🏼 here to connect with or simply go to foxly.ink/royals Hey there, awesome listeners! 🎧✨ Welcome to the "Royals in Action (RIA) Global Church" podcast, and I'm your host, RK Achina! Get ready to strap in because today's episode is gonna blow your mind! 🚀🙌 Stay tuned for more sizzling episodes of "Royals in Action (RIA) Global Church." Your l…
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