The Perfect RIA

A Investing podcast by Matthew Jarvis & Micah Shilanski

4.8 • 360 ratings

Want connect with Matthew Jarvis & Micah Shilanski and email directly about potential partnerships?

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

Head Trash: Overcoming Mental Barriers in Advising [Episode 355]
Published: June 22, 2026
Listen
Building a Collaborative Financial Firm With Matthew Daugherty
Published: June 18, 2026
Listen
Why One Percent Is For Discount Advisors? [Episode 354]
Published: June 15, 2026
Listen
Unlocking M&A Secrets with Ted Jenkin
Published: June 11, 2026
Listen
Back By Popular Demand [Episode 353]
Published: June 8, 2026
Listen
The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt
Published: June 4, 2026
Listen
Process Over Guesswork: The Path to Master Prospecting [Episode 352]
Published: June 1, 2026
Listen
Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan
Published: May 28, 2026
Listen
Encore Episode: Yes, There is One Silver Bullet
Published: May 18, 2026
Listen
Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino
Published: May 14, 2026
Listen

Listen to All Episodes From The Perfect RIA