The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Encore Episode: You Didn't Hire Idiots
1 hour 11 minutes Posted Dec 12, 2025 at 8:00 am.
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Have you ever experienced an outcome from your team that didn't exactly match up to your expectations or the feeling that you're on your own episode of 'Nailed It', but for Financial Advisors? On today's episode, Jamie explains why training your team doesn't end after the first few months. She'll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization.