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

Why Every Advisor Needs to Create Content [Episode 348]
Published: February 23, 2026
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The Ethics of Business Transitions With Brian Hanks
Published: February 19, 2026
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The Best Fee Script Ever [Episode 347]
Published: February 16, 2026
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Understanding Valuation Trends in Today's Market With John Poole
Published: February 12, 2026
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The Longevity Factor in Retirement With Brian Smith
Published: February 5, 2026
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The Integrity of Meeting Timeliness [Episode 346]
Published: February 2, 2026
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Client Retention Strategies With Shelby Nicholl [Episode 345]
Published: January 26, 2026
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The Power of Niche With Joe Curry
Published: January 22, 2026
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Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
Published: January 19, 2026
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Negotiating Deal Terms With Peter Velardi
Published: January 15, 2026
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