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: You Thought It Would Be Easy…
Published: April 27, 2026
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How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan
Published: April 23, 2026
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Navigating Investment Risks with Confidence [Episode 350]
Published: April 20, 2026
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The Importance of Lifetime Income in Retirement Planning With William Wade
Published: April 16, 2026
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The Impact of Market Dynamics on Financial Practices with John Poole
Published: April 9, 2026
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The Real Risks of Retirement With Derek Tharp
Published: April 2, 2026
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Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan
Published: March 26, 2026
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Encore Episode: You Are Only Cheating Yourself
Published: March 23, 2026
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From Struggle to Seven Figures: Aaron Schmerling's Journey
Published: March 19, 2026
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Encore Episode: When Value Adds Go Wrong
Published: March 16, 2026
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