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The Perfect RIA

By Matthew Jarvis & Micah Shilanski, Finance Rockstars

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Description

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.

Customer Reviews

Listen to these guys

Whether you want to build a lifestyle practice or a large firm, Matt and Micah provide valuable insight into how to create an efficient and effective foundation.

Incredible info

The info shared in these podcasts is extraordinary. Thank you so much to Matt and Micah for teaming up on this and putting it out there! Can’t say enough good things about how this helps frame my perspectives in operating an RIA.

The Real Deal

Your discussion on not pretending to work while at the office was SO GOOD! I am guilty guilty guilty! Thanks for sharing the straight talk

The Perfect RIA
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Customer Ratings