415 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
    • 4.8 • 402 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 - The Goal Of The Perfect RIA

    Follow Up Friday - The Goal Of The Perfect RIA

    Are you having real, authentic conversations and discussions about what is working in your practice and do you have someone who will tell you when what you’re doing isn’t working? If you work in a multigenerational practice, at what point should you start looking at succession planning? Are you telling yourself that everything you do is for your family and then nothing putting them first? Listen in as we recap the highlights and action items from this week’s episodes.
    Listen to this week's podcasts:
    The Goal Of The Perfect RIA [Episode 188]
    What Works Wednesday - Deal Structures and Trends In The M&A Market
    Worlds to Conquer - Getting Uncomfortable With Your Goals
    http://bit.ly/3CS2jP7
     

    • 12 min
    Worlds to Conquer - Getting Uncomfortable With Your Goals

    Worlds to Conquer - Getting Uncomfortable With Your Goals

    Do you say and believe that everything that you do is for your family, and then not include them in your plans or put your goals ahead of them? On today’s episode, Jamie gets into questions you need to ask yourself to fully understand whether you’re being true to yourself and putting your family first. She’ll also provide guidance on ways to involve your family in your plans, as well as why it’s important to have your family create their own goals.
    http://bit.ly/3kjI0Ud
     

    • 37 min
    What Works Wednesday - Deal Structures and Trends In The M&A Market

    What Works Wednesday - Deal Structures and Trends In The M&A Market

    What happens when a senior advisor is looking to sell their practice to a junior advisor, but there’s a large gap between the firm’s valuation and the advisor’s income? On today’s What Works Wednesday, Matt is joined by Harris Baltch from Dynasty Financial Partners to share his recommendations for advisors who may be considering selling their practice, as well as an advisor who may be considering buying in the future. Harris will also discuss the importance of CEOs being educated and why planning early can make all the difference in a deal going forward.
    http://bit.ly/3GHBj5L

    • 23 min
    The Goal Of The Perfect RIA [Episode 188]

    The Goal Of The Perfect RIA [Episode 188]

    Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was created to share that message and encourage advisors to be authentic and transparent. On today’s episode, Matt and Micah discuss the mission of The Perfect RIA and the importance of surrounding yourself with others who aren’t just there to pat you on the back.
     
    Listen in as they share how even through creating this weekly podcast, it forces them to be open and look at what works and doesn’t work in their own practice. They’ll also discuss why they don’t look at simple growth but instead focus on doubling and how that requires dramatic changes to your practice.
    https://theperfectria.com/podcast/188

    • 25 min
    Follow Up Friday - Why Is Playing Office Such An Evil?!?

    Follow Up Friday - Why Is Playing Office Such An Evil?!?

    How do you determine whether your activities are propelling you forward or just playing office? What are some lessons for advisors who have recently started their own RIA? Have you taken an inventory of repeatable processes, and what plans are you taking to achieve your goals? Listen in as we recap this week’s highlights and action items.
    Listen to this week's episodes:
    Why Is Playing Office Such An Evil?!? [ Episode 187]
    What Works Wednesday - Insight Into The First Year Of An RIA With Nick Covyeau
    Worlds to Conquer - Goals And Productivity
    http://bit.ly/3QdLbZz

    • 12 min
    Worlds to Conquer - Goals And Productivity

    Worlds to Conquer - Goals And Productivity

    Do processes and procedures exist in your own mind or are you taking the time to write it down so that you team knows what to do? How often do you spend time looking out the window at what others have versus looking at yourself to see how you can achieve your goals? How do you handle failures, which are inevitable in life? On today’s episode, Jamie goes through steps to increase your productivity and further help you towards reaching your goals.
    http://bit.ly/3GHYwGg
     

    • 29 min

Customer Reviews

4.8 out of 5
402 Ratings

402 Ratings

VRM Trey ,

Finally!

I’ve been waiting so long for a podcast where advisors, in the heat of the action provide the advisor experience to other advisors! A must listen if you are in the profession.

rbcc cfp ,

Real advice for and from real advisors

After finding this podcast, and implementing a lot that Micah and Matthew talk about, my business and effectiveness took off. I deliver more value to clients, take way more time off and have doubled my revenue in two years

Stokguy ,

The Perfect RIA is a Must Listen

If you are looking for an investment advisory business that creates massive value for clients then this podcast is a must listen. The amount of pure gold and actionable advice is incredible. These guys are at the tip of the spear and way ahead of the game if you are looking for a highly profitable lifestyle practice.

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