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The Perfect RIA

The Perfect RIA

Standing Out Through Personalized Value With Michael Joyce

The Perfect RIA · Oct 1, 2026 · 30:00

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In this episode, Matthew Jarvis welcomes Michael Joyce from Calamos Investments to discuss how advisors can stand out by delivering practical, personalized value. Michael shares how he moved beyond product pitches and entertainment to become a resource for advisors, drawing on books, business coaching, and conversations with top producers. He breaks down his book-gifting approach, pairing a handwritten note with a specific page recommendation that connects to the recipient's life or business. The conversation explores why consistent follow-up matters more than a single gesture, how wholesalers can share useful practice-building ideas, and how weekly accountability and intentional habits help turn good intentions into action.

Standing Out Through Personalized Value With Michael Joyce

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Michael Joyce: Website | LinkedIn
- Learn More about our Coaching Programs

Episodes: The Perfect RIA

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