We Help Financial Advisors Learn How To:
2. Spend More Time Outside of Their Offices Doing What They Love with the People They Love.
3. Run a Highly Profitable Practice.
Ready to Be a Part of It?
PodcastTune in each week to hear Micah and Matthew discuss their secrets for creating The Perfect RIA.
Video TutorialsEngage your employees and build effective teams following the processes set forth by The Perfect RIA.
Subscribe Now - Be a part of The Perfect RIA.
Build The Perfect RIA
Members of our TPR Nation learn how to make radical changes to their practice by,
Podcast: real-life advice from tested, tried truths from the trenches.
Backstage Pass Membership: access to all of our documents, policies, and processes and a forum of other like-minded Financial Advisors.
Webinars: Matt and Micah host webinars for members of the nation on how to transform your practice through extreme accountability.
MasterMind: Matt and Micah host live, in-person workshops in which Financial Advisors work with them and their respective teams learning how to take theory and implement it into action.
Micah Shilanski and Matthew Jarvis are CFP® professionals who independently developed the systems and processes needed to take off 6+ months out of the year while still operating a highly successful RIA. Motivated to help other advisors achieve this same level of freedom and success, Shilanski and Jarvis created a community for financial advisors who want to take their RIA to the next level.
What is The Perfect RIA?
Deliver Massive Value to Clients
The foundation of The Perfect RIA is creating the ultimate client experience that delivers massive value to clients, helps them achieve their goals, and improves their lives.
Spend More Time Away from the Office
We believe time is the most valuable resource, and that's why The Perfect RIA allows you to take off over 6 months a year to spend time with family and travel the world.
Operate a Highly Profitable Lifestyle Practice
By working smart instead of working hard and by implementing highly effective systems and processes, The Perfect RIA allows practices to achieve over 50% profitability ratios.
Are You A Perfect RIA?
Take the quiz to see how your practice stacks up.
Who We Are
Micah Shilanski, CFP®Shilanski & Associates Inc.
Matt Jarvis, CFP®Jarvis Financial Services
Meet Us in Person
Magellan MasterMind2019 Conference
Learn about the importance of only taking advice from people who have “skin in the game.” Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:...
Learn about the ins and outs of social security. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:...
Create More Massive Value, Further Increase Revenues & Perfect Your Game with
The Perfect RIA Backstage Pass