206 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

    • Business
    • 4.9 • 345 Ratings

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.

    Follow Up Friday - How Do I Get Referrals From CPAs?

    Follow Up Friday - How Do I Get Referrals From CPAs?

    What you can do today to put yourself in a better position in regards to tax planning.
    https://bit.ly/3j6iONy 

    • 3 min
    Tips from the Trenches - Holding Your Value

    Tips from the Trenches - Holding Your Value

    How to stick to your guns when it comes to charging what you're worth.
    https://bit.ly/3BGGwqH 

    • 8 min
    How Do I Get Referrals From CPAs? [Episode 128]

    How Do I Get Referrals From CPAs? [Episode 128]

    Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services.
    You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU 

    • 27 min
    Follow Up Friday - I'll Do It Later

    Follow Up Friday - I'll Do It Later

    Action items to close out the week.
    https://bit.ly/3Apf5Ag 

    • 3 min
    Reading Time with Jarvis - Delivering Massive Value - Chapter 9

    Reading Time with Jarvis - Delivering Massive Value - Chapter 9

    Highlighting key insights from Matthew's book.
    https://bit.ly/3AcNJ0p 

    • 5 min
    I'll Do It Later [Episode 127]

    I'll Do It Later [Episode 127]

    You can only grow if you are willing to experience discomfort while trying something new. In other words, growth and discomfort go hand-in-hand. So, if you’re going to double your success rate in effectiveness, the value you provide, or the amount of profit you are bringing in, you’re going to have to dramatically shift the way you are currently running your business. This may leave you feeling a little uncertain or uneasy, but today Matthew and Micah will be discussing the benefit of putting yourself in this situation and the steps you can take right now to do so.
    You can find show notes and more information by clicking here: https://bit.ly/2YsWAhp 

    • 27 min

Customer Reviews

4.9 out of 5
345 Ratings

345 Ratings

Jcwaller ,

Very Well Done

Matt and Micah are do a great job of sharing their expertise with the world. Happy to be part of The Perfect RIA Nation. Keep up the great work!

IzzySuzy329 ,

Must Listen

If you are in the financial planning world this is a must liten podcast!

Edward Jones FA ,

Action (item) packed!

Matt & Micah design these episodes methodically well, with the ending ALWAYS about taking action. The average episode length is perfect to keep me focused and engaged. I appreciate their thought leadership in building and maintains an ideal practice.

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