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: Stop Talking Yourself Out Of The Sale!
Published: August 29, 2025
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Counting the Reps: The Key to Growth [Episode 323]
Published: August 25, 2025
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Encore Episode: Why Aren’t You Delegating To A Virtual Assistant?
Published: August 22, 2025
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Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell
Published: August 21, 2025
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Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322]
Published: August 18, 2025
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Encore Episode: Did Surge Abandon You?
Published: August 15, 2025
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Valuations in a Changing Market With Scott DiGiammarino
Published: August 14, 2025
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Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]
Published: August 11, 2025
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Encore Episode: How Surge Works For New Relationships And Clients.
Published: August 8, 2025
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The Power of Relationships in Wealth Management with Scott Danner [Episode 320]
Published: August 4, 2025
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