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:
In this episode, Matthew Jarvis teaches listeners the importance of using clear-cut English with clients.
Gina Cotner breaks down the importance of proper delegation and the value of hiring an executive assistant.
If you’re just using AUM, you’re missing out on some more telling metrics.
