100 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
    • 4.9 • 292 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.

    Reading Time with Jarvis - Drive by Daniel Pink

    Reading Time with Jarvis - Drive by Daniel Pink

    https://bit.ly/3lACWq8 

    • 7 min
    FPA Presentation [Episode 95]

    FPA Presentation [Episode 95]

    What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today they'll be addressing this, as well as other concerns advisors are dealing with. Listen in as they share tips for more productive prospecting, how to deliver massive value through communication, and how to cut away the unnecessary time-wasters.
    You can find show notes and more information by clicking here: https://bit.ly/3oOcJGK

    • 28 min
    Tips from the Trenches - Convincing Clients They Can Retire

    Tips from the Trenches - Convincing Clients They Can Retire

    https://bit.ly/2GHYr9k 

    • 5 min
    How Do I Start a Mastermind Group? [Episode 94]

    How Do I Start a Mastermind Group? [Episode 94]

    Creating a mastermind not only helps you grow professionally, but personally as well. So in this episode, Matt and Micah will be sharing the details of how you can start your own mastermind group. They discuss how they have built masterminds themselves, as well as the important lessons and hurdles they’ve encountered along the way.
    You can find show notes and more information by clicking here: https://bit.ly/3oz9mmK

    • 30 min
    Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes

    Reading Time with Jarvis - The Ultimate Sales Machine by Chet Holmes

    https://bit.ly/3241G2c 

    • 8 min
    How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]

    How Do Advisors Deal With Concentrated Stock Positions? [Episode 93]

    What do you do if a client puts almost their entire net worth in one stock? Today Matt and Micah answer a question from an advisor who is dealing with this very situation. Listen in as the guys discuss the importance of how you set expectations with your clients and what you need to do in order to navigate more complex situations.
    You can find show notes and more information by clicking here: https://bit.ly/2HdsjdN

    • 31 min

Customer Reviews

4.9 out of 5
292 Ratings

292 Ratings

david peerboom ,

Too legit to quit

These guys are legit. Love them!

Husky Hoagy ,

Implementing Surge Meetings - Taylor Schulte

Thanks again Matthew, Micah and Taylor - such helpful infirmation. Great action items to help Advisors provide a better experience for our clients.

dkiecm ,

Great help

The timing, humor and actual helpful tips in this podcast has helped me focus on the things necessary to build my practice from here. After hitting a plateau, their advice is extremely helpful.

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