The Perfect RIA

Matthew Jarvis & Micah Shilanski, Finance Rockstars

822 Episodes

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.

Podcasts Similar to The Perfect RIA

Rainmaker Multiplier On-Demand (96.24%)

Clarity 2 Prosperity

The Financial Planner's Desk (95.72%)

Richard Oring & Erik Garcia

The-EXIT PODCAST (95.02%)

Brett Dearing

The Retiring Entrepreneur Podcast (94.4%)

Brett Fellows, CFP®

3 Minute Money Tip with Janine Bolon (93.53%)

3 Minute Money Tip with Janine Bolon

2/13 Strategic Partners (93.51%)

sarianstrategicpartners

Practical Wisdom from ACP Financial Advisors (93.05%)

Alliance of Comprehensive Planners (ACP)

American Institute of CPAs - Personal Financial Planning (PFP) (92.84%)

AICPA

The Herbert & Webster Podcast (92.8%)

Herbert&Webster

Turn Down the Noise (92.45%)

Orlando R. Houston

Money Rules Don't Rule (92.3%)

Leah Haight

The Growth Advisor Podcast (92.2%)

North Shore Accounting

The Growth Advisor Podcast (92.2%)

North Shore Accounting

Entrepreneur Money Stories (92.16%)

Kickstart Accounting, Inc.

Therapy For Your Money (92.0%)

Julie Herres

The Financial Powerhouse Podcast (91.95%)

Anna N'Jie-Konte

OWLFI Productions (91.91%)

OWLFI

The Complete Advisor (91.82%)

CreativeOne

The Entrepreneur's Adviser (91.73%)

Jon Peyton

Selling Your Business with David King (91.66%)

David

Jumpstart - Bloomberg Tax (91.49%)

Bloomberg Tax

Million Dollar Producer Show (91.33%)

Paul G. McManus

Dollars and Sense: Creating Your Fulfilled Life (91.25%)

Nicole Romito

BIF Bites (91.21%)

The Boston Institute of Finance

Money Bagel Show (91.19%)

Gabriel Kaplan

Steer: A ClearPath Podcast (91.18%)

Steer: A ClearPath Podcast

No BS Wealth (91.01%)

Black Mammoth

Monetary Mixtape (90.95%)

Will Hoffman

Mission Driven Business (90.94%)

Brian Thompson

Going Solo (90.84%)

Rounded

Brown Shipley (90.82%)

Brown Shipley

Grow Your Business (90.74%)

Paul Sweeney

Solopreneur Money (90.73%)

Gabe Nelson, CFP®

Money Shifts by Tom Young. (90.73%)

Thomas W Young

A Thousand Miles from Wall Street (90.73%)

Creative Planning

The Legacy Planning Show (90.64%)

Joe Clark

unsuitable on Rea Radio (90.62%)

Rea & Associates

AICPA Engage 2018 (90.53%)

Jody Padar

MFC Live! - from My Financial Coach (90.48%)

My Financial Coach

The Way2Wealth® (90.41%)

Scott Ford

PROpulsion (90.34%)

Francois du Toit

Marketpolitan (90.33%)

Andrew Mirzaie

College Savings Foundation (90.32%)

None

Stewardship Matters - Short Takes (90.3%)

Scott Thomas

Financial Planning For Canadian Business Owners (90.29%)

Jason Pereira

Expert Network Team (90.27%)

Karl Frank, Nathan Merrill, Jeff Krommendyk, Mike Miller

Wealth and Law (90.24%)

Wealth and Law

Freelance Finance Fix (90.23%)

Alex M. Lynch CFA®, AWMA®

Financial Planning with Morrie (90.22%)

Morrie W. Reiff

Retirement Tampa Bay (90.21%)

Retirement Tampa Bay

cpa firms in houston's show (90.18%)

cpa firms in houston

Blossoming Business with Emma Middleton (90.1%)

Emma Middleton

The Intersection (90.09%)

SEI Investments

The Intersection (90.09%)

SEI Investments

Connecting the Dollars by Propel Financial Advisors (90.01%)

Emily Agosto - Propel Financial Advisors

Family Philanthropy Radio (89.95%)

Archive

CapitalCity (89.81%)

CapitalCity

Success That Lasts (89.74%)

Jared Siegel

Red Barn Financial Podcast (89.67%)

Sean Moran

Money Minutes for Doctors (89.62%)

MD Financial Advisors

Money Talk For ER Docs™ (89.58%)

ER Doc Advisor

James Hay Podcast (89.57%)

James Hay

Flip It, “The Power of Tax Planning” (89.53%)

Samara Andrews

The Next Chapter Podcast (89.49%)

Acme Advisors & Brokers

CAREER+: Creating Your Dream Job (89.49%)

Bereket Kelile

The Relatabel Podcast (89.48%)

Abel Mathews

The Progressive Agency Podcast (89.45%)

Craig Cody

On My Way to Wealth (89.44%)

Luis Rosa, CFP® EA

Whitley Penn Talks (89.41%)

Whitley Penn

Motiv8 U (89.39%)

Mike Terrio

GreenUp Possibilities Podcast (89.3%)

greenupwealth

Enriching Wealth (89.27%)

Nathan Krampe

The Better Giver Show (89.26%)

Joe Clark

The BoomX Show: Laws of Money (89.24%)

Darol Tuttle

Free Like Me (89.15%)

FLM Wealth Management

6 Figure RV Lifestyle (89.14%)

Erick Nathaniel Carnes

Other Income (89.12%)

Brennan Decker

Skillz and Beyond with Shannon (89.06%)

Shannon D. Smith, aPHR

Earn More Keep More (89.04%)

Earn More Keep More

Lenox Advisors Podcasts Page (89.04%)

Lenox Advisors

The Wrap (88.98%)

Warren Averett

StephFindsStreams (88.97%)

Stephanie

Up and Adam - A BerganKDV Podcast (88.96%)

BerganKDV

Entrepreneur Secrets (88.92%)

Shani Tene'

The Agent of Wealth (88.91%)

Marc Bautis

Separate and Still Unequal (88.89%)

Laurie

Endow America 2020 (88.88%)

Wanda Myles

The Carriage House Planning Report (88.88%)

Carriage House Planning

Money Talks with Nabeel Khan (88.86%)

Nabeel

Plentiful Wealth Podcast (88.83%)

Jeb Jarrell

Your Financial Choices (88.82%)

WDIY 88.1 FM

3 Dimensional Wealth Radio (88.81%)

Douglas R. Andrew

Money Smart (88.81%)

Dawn Luhning

US Expertise | Investing for US Expats | MASECO (88.74%)

None

Phil's SMSF Podcast (88.72%)

Philip Tadros

Stages | Simple advice to help you win financially (88.71%)

Carte Financial

Sit in the Attendees Chair (88.67%)

Joanne Dennison

Pocket of Money Podcast (88.59%)

Pocket of Money Podcast

The Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff Montgomery (88.57%)

Jeff Montgomery

Dream Builder Financial - Making Finances Easy For You - Personal Finance and Career Development (88.52%)

Moshe Amsel