Create the Practice and the Lifestyle You Want
Build The Perfect RIA
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.
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.
Who We Are
Micah Shilanski, CFP®Shilanski & Associates Inc.
Matt Jarvis, CFP®Jarvis Financial Services
Meet Us in Person
Magellan MasterMind2019 Conference
After sending Nick Murray his business plan to look over back in 2009/2010, Matthew Jarvis was told it was so terrible that he shouldn’t waste his time. So in this ......
What is an absurd advisor fee? After seeing someone on social media critiquing what they consider to be an absurd advisor fee, Matthew and Micah decided to sit down and ......
Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:...
We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it’s for the best. So today Matt and ......
One of the key components to success in any professional endeavor is setting—and then delivering on—expectations. Far too often, we fall short due to unclear or unrealistic predictions being made ......
Why is the perfect RIA so perfect? Today Matt and Micah will be working on the mindset side of things and sharing how important it is to have your priorities ......
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