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

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
Published: October 27, 2025
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Encore Episode: So Is This What You Do In YOUR Practice?
Published: October 24, 2025
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The Importance of Risk Management in Financial Planning With Justin Smith
Published: October 23, 2025
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Demolishing Comfort Zones: A Path to Growth With Art Turock [Episode 331]
Published: October 20, 2025
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Encore Episode: Client Relationships And Connections With Guest David Gow
Published: October 17, 2025
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The Shift from Cash Flow to Wealth with John Poole
Published: October 16, 2025
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Navigating the Future of Financial Planning With Seth Streeter [Episode 330]
Published: October 13, 2025
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Encore Episode: Bringing A New Advisor Into Your Firm With Matthew Daugherty
Published: October 10, 2025
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Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]
Published: October 6, 2025
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Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees
Published: October 3, 2025
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