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

Negotiating Deal Terms With Peter Velardi
Published: January 15, 2026
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Stop Defending Your Head Trash! [Episode 343]
Published: January 12, 2026
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The Software Dilemma in Financial Planning [Episode 342]
Published: January 5, 2026
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Embracing Failure: Lessons from Million Dollar Producers [Episode 341]
Published: December 29, 2025
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Encore Episode: Why Advisors Fail
Published: December 26, 2025
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Transforming Financial Planning Practices with Sten Morgan [Episode 340]
Published: December 22, 2025
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Encore Episode: Tips from the Trenches - Taxes
Published: December 19, 2025
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Tax Planning at Scale [Episode 339]
Published: December 15, 2025
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Encore Episode: You Didn't Hire Idiots
Published: December 12, 2025
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Creative Deal Structuring for Advisors With Scott DiGiammarino
Published: December 11, 2025
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