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: 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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The Power of Experimentation in Financial Planning With Art Turock [Episode 338]
Published: December 8, 2025
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Encore Episode:The Godfather: Michael Kitces
Published: December 5, 2025
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Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
Published: December 1, 2025
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Encore Episode: What Are We Paying Employees?
Published: November 28, 2025
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Listen to All Episodes From The Perfect RIA