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: When Value Adds Go Wrong
Published: March 16, 2026
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The Future of Financial Advisory Practices With Scott DiGiammarino
Published: March 12, 2026
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Encore Episode: The Perfect Surge Dates
Published: March 9, 2026
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Maximizing Productivity with AI and Delegation With Kyle Willis
Published: March 5, 2026
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It's The End Of The World… What Do We Do? [Episode 349]
Published: March 2, 2026
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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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