45 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, 148 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
148 Ratings

148 Ratings

hanks1415 ,

Solid

I can tell the hosts both have the experience with success and the time/energy put in to think about and clearly communicate the ideas here that have led to that success.

Mel from SC ,

Show is great

Your show is great. Really great. Your new opening song is not great. It cheapens your show. That is just one person's opinion.

Giggidy baseball 82 ,

Haters gonna hate!

Don’t listen to the people who tell you to cut out the fun. Even listening to your communication style and the verbiage you guys use is important for me on how I communicate to other professionals. I don’t want to listen to or work with anyone who is boring and not throwing some fun into their podcast. This podcast rocks, it has helped me get my mind straight when I’ve been in doubt and all advisors need this from time to time. I’ll be listening to this for a long time. Thanks guys!

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