71 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.

    Head Trash with Coach Joe Lukacs [Episode 71]

    Head Trash with Coach Joe Lukacs [Episode 71]

    This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you’re in a good headspace that will allow you to effectively help your family, business, and clients through difficult times. Whether you’re an advisor who has been through a recession before or this is your first rodeo, you'll gain some great insights and tips on how to handle unexpected challenges.
    You can find show notes and more information by clicking here: https://bit.ly/33NSDT0

    • 37 min
    Lessons from the Slopes [Episode 70]

    Lessons from the Slopes [Episode 70]

    Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that came out of that experience. For a few years now, they have been hosting a mastermind session with a core group to break through mental barriers and create extreme accountability. There was so much value they were able to bring out of the experience that they’re bringing it to the podcast for you to benefit from as well.
    You can find show notes and more information by clicking here: https://bit.ly/2TwJ99V

    • 27 min
    Corona Virus [Episode 69]

    Corona Virus [Episode 69]

    When panic starts rolling through, clients become uneasy and more likely to question your plans. So how do we settle their uneasiness and make them feel comfortable with the plans we have set in place for their financial goals? Today Micah and Matthew are talking about global pandemics and sharing tips on how to properly address panic with your clients.

    You can find show notes and more information by clicking here: https://bit.ly/2VUtUud 

    • 25 min
    Team Work Makes the Dream Work [Episode 68]

    Team Work Makes the Dream Work [Episode 68]

    Matthew and Micah are big proponents of working with coaches and calling in reinforcements who can truly add value to your work and business. Colleen from Q2 consulting is taking the place of Micah this episode because she has some really helpful insight on building great teams. Matthew and Colleen discuss how business owners should work and particularly how to work with your team.
    You can find show notes and more information by clicking here: https://bit.ly/32mBezX

    • 30 min
    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

Customer Reviews

Doctor Fuego ,

Pinnacle of Millennial know it alls

Hey, you guys are the best thing since sliced bread. So happy you are back from your vacation from Hawaii or are doing your podcast from your RV because you supposedly have figured it all out. Give it a rest.

Per Diem ,

The perfect “best practices” podcast

Matthew and Michael are incredible resources to the advising profession. I’m so thankful for their insights and look forward to every episode.

IAhunter ,

Every podcast has immense value!

I learn something new on each podcast. Thank you Micah and Matt. You challenge and inspire me.

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