The Perfect RIA

6 EpisodesProduced by Matthew Jarvis & Micah Shilanski, Finance Rockstars

Is it possible to have a practice that delivers an amazing client experience while still being incredibly profitable? Is it possible to do this while spending 6+ MONTHS with your family each year? The answer to both is a resounding YES! However building such a practice requires hyper-effectiveness, … read more

episodes iconEpisodes

A Primer for Determining Your Fee Schedule [Episode 6]

August 17th, 2018


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Always Take the High Road [Episode 5]

August 10th, 2018


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“It takes 20 years to build a reputation and five mi…

Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]

August 3rd, 2018


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In this episode, John Bar…

The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]

July 27th, 2018


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Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]

July 20th, 2018


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