The Guide to the Perfect RIA

Create the ultimate client experience that delivers massive values to your clients, run your practice at hyper-efficiency, and spend more time with your loved ones. 

What We Wish We Knew 10 Years Ago

Learning from your mistakes is key, but learning from other peoples mistakes saves your time and money.

Learn the mistakes that Matthew Jarvis and Micah Shilanski have made while they worked to creating their own Perfect RIA.

Master the Art of Working While Traveling

The Key to delivering massive value to your clients does not limit where you can be, in fact, you can be anywhere.

Learn the secrets into how to travel the world while severiving your clients.  

How to Work Hard and Incredibly Smart

Stop pretending to work hard.

So often Planners get caught in up in a thought of when they have to be in the office, how long they