The Perfect RIA

A Investing podcast by Matthew Jarvis & Micah Shilanski

4.8 • 360 ratings

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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.

Recent Episodes

Encore Episode: What Are Prospects ACTUALLY Saying
Published: July 18, 2025
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The M&A Playbook for Financial Advisors with Ted Jenkin
Published: July 17, 2025
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Prospecting That Works [Episode 317]
Published: July 14, 2025
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Encore Episode: How Are You Accountable When You Make a Client Mistake?
Published: July 11, 2025
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Navigating Client Mistakes: A Guide for Advisors [Episodes 316]
Published: July 7, 2025
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Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
Published: July 4, 2025
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From Business to Freedom With Jerome Myers [Episode 315]
Published: June 30, 2025
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Encore episode - Why Don’t I Have More Prospects?!?
Published: June 27, 2025
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Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]
Published: June 23, 2025
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Encore Episode: You Said What In A Client Meeting?!
Published: June 20, 2025
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