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Matthew Jarvis & Micah Shilanski, Finance Rockstars
The Perfect RIA
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.
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Ratings & Reviews
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4.8 stars from 444 ratings
THE Best
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“This is the best podcast out there if you are a financial advisor. Period. And I listen to pretty much all of them out there. I don’t re-listen to podcasts and I have listened to several of these episodes 2 or 3 times. The Michael Kitces podcast has finally been dethroned. Bradley Kolowski, CFP”
bkolowski111 via Apple Podcasts ·
United States of America ·
04/15/24
Jamie’s episiotomy
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“I love Jaime’s episodes. I’ve been in the business over thirty years and she fires me up. My only constructive feedback and I am likely the lone voice is why does she continually need to drop the “sh…” bomb. I cringe and roll my eyes every time. For one who inspires us to strive for perfection,...”Read full review »
Jump higher via Apple Podcasts ·
United States of America ·
01/22/24
“Actionable ideas from people in the trenches doing the work with clients!”
Hbrand1 via Apple Podcasts ·
United States of America ·
01/13/24
Recent Episodes
In this recap episode, Amber discusses the importance of advisors viewing themselves as business owners and looking at their practice from a business perspective. She explores the topic of outgrowing clients and the challenges of segmenting clients based on service levels and fees. The...
Published 04/19/24
In this episode, Jamie Shilanski discusses how to receive criticism, especially when it is delivered publicly. She emphasizes the importance of resilience and choosing when to respond and when to let criticism go. Jamie also explores the impact of online public reviews and the vulnerability that...
Published 04/18/24
Published 04/18/24
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