67 episodes

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

The Perfect RIA Matthew Jarvis & Micah Shilanski, Finance Rockstars

    • Investing

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

    Getting the First Appointment - Part 2 [Episode 67]

    Getting the First Appointment - Part 2 [Episode 67]

    Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the lead-up should be handled, today's episode will be continuing where they left off.  The guys will discuss what should be happening in that first meeting and what to do after you have vetted a potential client enough to know they are a solid prospect.
    You can find show notes and more information by clicking here: https://bit.ly/2SFIsvR

    • 31 min
    Getting Past the First Prospect Meeting [Episode 66]

    Getting Past the First Prospect Meeting [Episode 66]

    Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in this episode, Matt and Micah talk about ways you can set yourself up to receive only the people you can truly serve well. You will also find out what they do personally to vet clients and get through the first prospect meeting with clarity and purpose.
    You can find show notes and more information by clicking here: https://bit.ly/37lVrqu

    • 34 min
    Real Estate and the Secure Act [Episode 65]

    Real Estate and the Secure Act [Episode 65]

    Rentals can easily go wrong, and the data you get from other renters and realtors is often questionable. But today, Matt and Micah will share a simple solution that helps everyone make the best, informed decision on whether or not to go forward with the property rental, and they'll shed light on what you need to know about the Secure Act.
    You can find show notes and more information by clicking here: https://bit.ly/2GVl72k

    • 29 min
    RMD Value Adds [Episode 64]

    RMD Value Adds [Episode 64]

    Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value.
    You can find show notes and more information by clicking here: https://bit.ly/2tSqkoO

    • 27 min
    Million Dollar Ideas Are Worthless [Episode 63]

    Million Dollar Ideas Are Worthless [Episode 63]

    Advisors get stuck on great ideas all the time. What’s so bad about great ideas? Today Matt and Micah are going to share why these so-called "million dollar" ideas are worthless and how to dial into what really matters: implementation.
    You can find show notes and more information by clicking here: https://bit.ly/375KFFn

    • 27 min
    Beating The Markets [Episode 62]

    Beating The Markets [Episode 62]

    Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and “outperforming” the markets. They'll share how you can be prepared for conversations about investments and how to handle it when clients have doubts.
    You can find show notes and more information by clicking here: https://bit.ly/2FFfUeD 

    • 26 min

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