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The Perfect RIA

Matthew Jarvis & Micah Shilanski, Finance Rockstars

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The Perfect RIA

The Perfect RIA

Matthew Jarvis & Micah Shilanski, Finance Rockstars

1
Followers
0
Plays
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About Us

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.

Latest Episodes

Beating The Markets [Episode 62]

Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and “outperforming” the markets. They'll share how you can be prepared for conversations about investments and how to handle it when clients have doubts. You can find show notes and more information by clicking here: https://bit.ly/2FFfUeD

26 MIN6 d ago
Comments
Beating The Markets [Episode 62]

Distributions While Out of Office [Episode 61]

When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharing the answer. You can find show notes and more information by clicking here: https://bit.ly/2FlZZBN

25 MIN1 w ago
Comments
Distributions While Out of Office [Episode 61]

It’s A New Year [Episode 60]

As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to make it happen. You can find show notes and more information by clicking here: http://bit.ly/2MJNnbo

26 MIN2 w ago
Comments
It’s A New Year [Episode 60]

Increasing Massive Value [Episode 59]

Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help your clients achieve their goals? Matt and Micah break it down in today's episode. You can find show notes and more information by clicking here: https://bit.ly/2rfx6Un

27 MIN3 w ago
Comments
Increasing Massive Value [Episode 59]

How to Choose a Coaching Program [Episode 58]

Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing their opinions on this subject and describing the things you need to be looking at to find the perfect program for you and your firm. You can find show notes and more information by clicking here: http://bit.ly/2qQtRCD

28 MIN2019 DEC 20
Comments
How to Choose a Coaching Program [Episode 58]

Managing Distractions [Episode 57]

The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today, Matt and Micah will be working through common distractions and ways to handle them to help you ensure you're making the most of your day. You can find show notes and more information by clicking here: https://bit.ly/2qop8aS

31 MIN2019 DEC 13
Comments
Managing Distractions [Episode 57]

Business Planning [Episode 56]

As 2020 approaches, it’s important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. You can find show notes and more information by clicking here: https://bit.ly/366w7on

31 MIN2019 DEC 6
Comments
Business Planning [Episode 56]

Measure the Real Stuff [Episode 55]

As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn’t. In short, they're sharing how to evaluate properly by making sure you measure the right stuff. You can find show notes and more information by clicking here: https://bit.ly/2QOuas5

27 MIN2019 NOV 29
Comments
Measure the Real Stuff [Episode 55]

Do I Need A Coach? [Episode 54]

Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to find the perfect work-life balance so they can leave work with more energy than when they arrived, and he's here to break down how you can do the same. You can find show notes and more information by clicking here: http://bit.ly/2O41pWB

49 MIN2019 NOV 22
Comments
Do I Need A Coach? [Episode 54]

Working On Your Business, In Your Business, and With Your Business [Episode 53]

Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in your business? Today Matt and Micah will explain the distinction between the two, as well as what it means to be “playing office.” You can find show notes and more information by clicking here:https://bit.ly/2rjviZZ

29 MIN2019 NOV 15
Comments
Working On Your Business, In Your Business, and With Your Business [Episode 53]

Latest Episodes

Beating The Markets [Episode 62]

Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have not covered much before: investments and “outperforming” the markets. They'll share how you can be prepared for conversations about investments and how to handle it when clients have doubts. You can find show notes and more information by clicking here: https://bit.ly/2FFfUeD

26 MIN6 d ago
Comments
Beating The Markets [Episode 62]

Distributions While Out of Office [Episode 61]

When you are out of the office and you want to unplug, how do you handle distributions? This question comes from a loyal listener and member of the TPR nation, and today Matt and Micah will be sharing the answer. You can find show notes and more information by clicking here: https://bit.ly/2FlZZBN

25 MIN1 w ago
Comments
Distributions While Out of Office [Episode 61]

It’s A New Year [Episode 60]

As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah are going to be setting a challenge for you and explaining what it takes to make it happen. You can find show notes and more information by clicking here: http://bit.ly/2MJNnbo

26 MIN2 w ago
Comments
It’s A New Year [Episode 60]

Increasing Massive Value [Episode 59]

Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge transitions in their lives. So how do you make that deeper connection and help your clients achieve their goals? Matt and Micah break it down in today's episode. You can find show notes and more information by clicking here: https://bit.ly/2rfx6Un

27 MIN3 w ago
Comments
Increasing Massive Value [Episode 59]

How to Choose a Coaching Program [Episode 58]

Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they should be using. So in this episode, Micah and Matt are going to be sharing their opinions on this subject and describing the things you need to be looking at to find the perfect program for you and your firm. You can find show notes and more information by clicking here: http://bit.ly/2qQtRCD

28 MIN2019 DEC 20
Comments
How to Choose a Coaching Program [Episode 58]

Managing Distractions [Episode 57]

The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, workers spend just 2 hours and 48 minutes per day on productive tasks. So today, Matt and Micah will be working through common distractions and ways to handle them to help you ensure you're making the most of your day. You can find show notes and more information by clicking here: https://bit.ly/2qop8aS

31 MIN2019 DEC 13
Comments
Managing Distractions [Episode 57]

Business Planning [Episode 56]

As 2020 approaches, it’s important to start putting systems in place to ensure a successful year ahead. So in this episode, Matt and Micah sit down to discuss how to be winners with systems—not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. You can find show notes and more information by clicking here: https://bit.ly/366w7on

31 MIN2019 DEC 6
Comments
Business Planning [Episode 56]

Measure the Real Stuff [Episode 55]

As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019. So today, Matt and Micah will be discussing the importance of evaluating your past year in order to find out what worked well and what didn’t. In short, they're sharing how to evaluate properly by making sure you measure the right stuff. You can find show notes and more information by clicking here: https://bit.ly/2QOuas5

27 MIN2019 NOV 29
Comments
Measure the Real Stuff [Episode 55]

Do I Need A Coach? [Episode 54]

Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the country (including Matt, himself!) to find the perfect work-life balance so they can leave work with more energy than when they arrived, and he's here to break down how you can do the same. You can find show notes and more information by clicking here: http://bit.ly/2O41pWB

49 MIN2019 NOV 22
Comments
Do I Need A Coach? [Episode 54]

Working On Your Business, In Your Business, and With Your Business [Episode 53]

Often we are told to work on our businesses, but what does that entail? And what is the difference between working on your business and working in your business? Today Matt and Micah will explain the distinction between the two, as well as what it means to be “playing office.” You can find show notes and more information by clicking here:https://bit.ly/2rjviZZ

29 MIN2019 NOV 15
Comments
Working On Your Business, In Your Business, and With Your Business [Episode 53]
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