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The Perfect RIA

The Perfect RIA

Released: 2021-09-22
© 2019 by Matthew Jarvis & Micah Shilanski. All rights reserved.
The Perfect RIA - QR Code
195 Episodes
Audio
Listen on Apple Podcasts
195 Episodes
Audio
Listen on Apple Podcasts
Released: 2021-09-22
© 2019 by Matthew Jarvis & Micah Shilanski. All rights reserved.
Most Recent Episode
Tips from the Trenches - Assuming on a Client Plan

Tips from the Trenches - Assuming on a Client Plan

Learn our steps for a successful financial planning process.
Time: 6:27
Learn our steps for a successful financial planning process.
https://bit.ly/3tIqEkt
Episode ID: 1000536244507
GUID: 94d8b524-1f3c-4b7a-ab02-fa37a6a5c0dd
Release Date: 22/09/2021, 08:00:00

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.

Apple Podcasts: Customer Reviews

2019-02-15

Pure gold!

Practical, straight forward advice on running and growing your financial planning business whilst providing insights into how to deliver an exceptional client experience. Thanks guys - really enjoying this 👍🏻
firedemon982