Cover art for podcast The Perfect RIA

The Perfect RIA

649 EpisodesProduced by Matthew Jarvis & Micah Shilanski, Finance RockstarsWebsite

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 … read more

31:38

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 

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