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:
Mailbag [Episode 33]
Marketing Mistakes & How to Avoid Them [Episode 32]
Staffing [Episode 31]
Profitability [Episode 30]
How to Provide High-Value Services Part 2 – The Takeaways [Episode 29]
How to Provide High-Value Services - with Ed Slott [Episode 28]
Stop Lying to Yourself [Episode 27]
Appointments Outside of the Surge [Episode 26]
Luck of the Draw [Episode 25]
Matt and Micah revisit tax planning and expand upon the topic.
Micah and Matt show how an in-depth knowledge of taxes can increase the value you bring to clients.
Matt and Micah offer clear perspectives on charging clients fees.
Matt and Micah break down the importance of resolve and consistency when considering account minimums.
Matt and Micah share their best practices for revenue-centered work.
How to differentiate true work from pretend work
