82 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, 263 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.

    Taxes Part 2 [Episode 82]

    Taxes Part 2 [Episode 82]

    Too many advisors actually underutilize the tax planning services in their practice. So today, Matt and Micah will show you how they go through tax returns for their clients and explain why it is so important to be able to articulate taxes to your clients in a way that they understand.
    You can find show notes and more information by clicking here: https://bit.ly/3gha2IL

    • 50 min
    The Rosetta Stone to Delivering Massive Value [Episode 81]

    The Rosetta Stone to Delivering Massive Value [Episode 81]

    Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients. 
    You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj

    • 35 min
    Go To Work Naked [Episode 80]

    Go To Work Naked [Episode 80]

    We've all heard the phrase “dressing for success,” but do you really believe that how you dress matters? If your answer is no—or if you’re on the fence—then you need to listen to this episode and find out why the way you dress can have a huge effect on your success.
    You can find show notes and more information by clicking here: https://bit.ly/2M9dVSZ

    • 30 min
    With Guest John Barron [Episode 79]

    With Guest John Barron [Episode 79]

    Hearing rejection time and time again can be a soul-crushing experience. In today’s episode, business coach John Barron stops by to share his approach to the sales process that will have you never again questioning whether you’re likable or trustworthy—and have you closing more sales.
    You can find show notes and more information by clicking here: https://bit.ly/2ZqIEmq

    • 35 min
    I HATE Matt & Micah [Episode 78]

    I HATE Matt & Micah [Episode 78]

    When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today Micah and Matthew are discussing jealousy and how to overcome this mental block so that you can achieve the success you deserve.
    You can find show notes and more information by clicking here: https://bit.ly/2T6JhNN 

    • 29 min
    Surge Meetings [Episode 77]

    Surge Meetings [Episode 77]

    Is now an advisable time to start surge meetings in the midst of all this COVID-19 craziness? Micah and Matthew recently received this question from a Backstage Pass member, and today they explain their reasoning behind their response to this query, as well as why there is always a good reason to switch to surge.
    You can find show notes and more information by clicking here: https://bit.ly/2SSx0wx 

    • 31 min

Customer Reviews

4.9 out of 5
263 Ratings

263 Ratings

Troy Brockmeier ,

Definitely a worth while listen every time

The best podcast for an RIA. Actionable items every time and the reason why you need to do them.

A707FinancialPlanner ,

Mind Readers

Micah and Matthew seem to grab all these ideas swimming in my head and put them in a podcast. Great action items!

ChefJim3535 ,

Always Perfect.l

Thanks guys. Always several tidbits to take away from your podcasts. Keep up the good work!

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