Matthew Jarvis & Micah Shilanski, Finance Rockstars

The Perfect RIA

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 (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.

Episodes: 78

Display

I HATE Matt & Micah [Episode 78]

Duration: 30 min

Surge Meetings [Episode 77]

Duration: 32 min

LTC Planning [Episode 76]

Duration: 27 min

Fee Compression My ________ [Episode 75]

Duration: 26 min

Head Trash with Coach Joe Lukacs [Episode 71]

Duration: 37 min

Lessons from the Slopes [Episode 70]

Duration: 27 min

Corona Virus [Episode 69]

Duration: 26 min

Learn about the benefits of claiming your podcast and the process here.