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:
Surge Week - How to Add Value to Your Meetings [Episode 48]
Is This Marketing? [Episode 47]
Making It Look Easy [Episode 46]
Family Time [Episode 45]
Mailbag [Episode 44]
Effective Delegation - with Gina Cotner [Episode 43]
Getting Your TEAM On Board [Episode 42]
Massive Value - Fees [Episode 41]
Networking: The Good, The Bad, The Ugly [Episode 40]
Mailbag [Episode 39]
Bad Ideas [Episode 38]
Compliance [Episode 37]
Mid Quarter Review [Episode 36]
Staffing - How to Hire the RIGHT Person [Episode 35]
Ground Zero Prospecting [Episode 34]
