52 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, 166 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.

Customer Reviews

4.9 out of 5
166 Ratings

166 Ratings

MPWHIT ,

? “Revised”

My review below sounds so self righteous. I take it all back, these conversations are very helpfully, thanks guys!

I’ll keep my snarky lame review up below and hang my head in shame 🙂

Why? Are you so bored with all your time out of the office that you need to do this podcast?

Are you guys setting up a consulting business? Because if not, this podcast doesn’t seem to make sense, especially for two guys that won’t get out of bed for less than $1,000 per hour.

Other then this, I actually enjoy much of what is discussed. My heart is also warmed by your apparently totally selfless labor of love for all of us advisors in sub-perfect practices.

Deana Doulgerakis ,

Massive Value!!!!

Just by listening for a few mins your can tell these guys know what they are talking about! I love their focus on adding ‘Massive Value’ In clients lives. The processes and systems they go through are great. One day I’ll have a Perfect RIA as well!

adrake22 ,

In sales not service

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