The Perfect RIA
Summary: 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.
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- Artist: Matthew Jarvis & Micah Shilanski, Finance Rockstars
- Copyright: 2019 by Matthew Jarvis & Micah Shilanski. All rights reserved.
Podcasts:
I HATE Matt & Micah [Episode 78]
Surge Meetings [Episode 77]
LTC Planning [Episode 76]
Fee Compression My ________ [Episode 75]
When YOU Haven't Demonstrated Value [Episode 74]
Coronavirus, and Bear Markets, and Stimulus Oh My [Episode 73]
Starting a Podcast and Renting Success - with Benjamin Brandt [Episode 72]
Head Trash with Coach Joe Lukacs [Episode 71]
Lessons from the Slopes [Episode 70]
Corona Virus [Episode 69]
Team Work Makes the Dream Work [Episode 68]
Getting the First Appointment - Part 2 [Episode 67]
Getting Past the First Prospect Meeting [Episode 66]
Real Estate and the Secure Act [Episode 65]
RMD Value Adds [Episode 64]
