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:
Matt and Micah share the importance of communicating with clients in a truly effective manner.
Matt and Micah are here to provide some useful tips for communicating with clients during bear markets, recessions, and other seemingly calamitous economic events.
Fresh from a Disney World vacation, Matt and Micah share a few lessons learned from their experience.
Accomplished wholesaler Michael Appleby offers a unique perspective on what constitutes a successful financial practice.
Knowing full well the stressful task of firing a client, Matt and Micah impart some sound advice on the subject.
Matthew and Micah communicate the tangible strengths of an effective, value-driven financial plan versus its counterpart, the impersonal and often software-reliant plans.
Matt and Micah broach the subject of either keeping, hiring, or parting ways with a broker-dealer.
Matt and Micah dissect their recent call with Coach Joe Lukacs to accentuate the finer points of everything discussed.
Advising coach, “Coach Joe” Lukacs, imparts on listeners his most impactful insights from the field.
Matt chats with Neil, a UK-based financial planner, about ways to simplify his practice.
Matt and Micah discuss the important distinction between being busy and staying productive.
Matthew Jarvis provides valuable business strategies for fellow advisor Adam Hersh.
Matthew Jarvis and Micah Shilanski show how simplicity, value structures, and confidence trump all when it comes to determining what to charge clients.
Matt and Micah give their two cents on what reputation and accountability mean in the professional realm.
“It's possible to view everything you do to produce a result in life, from brushing your teeth to whatever it is that makes your business sing, as a system.”
