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
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 ......
Making mistakes is never fun, but unless you can actually walk on water (without it being frozen) you’ve probably made your fair share. And the truth is, how you handle ......
What came first: surge meetings or delegation? There’s no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could ......
In a recent conversation, it came up that a lifestyle practice is considered synonymous with being a lazy practice. Although it’s easy to get defensive, a better idea is to ......
Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in ......
We’ve all heard the phrase “dressing for success,” but do you really believe that how you dress matters? If your answer is no—or if you’re on the fence—then you need ......
When you look at successful people, do you feel malice or anger toward them? Or do you ask yourself what did they do to get themselves to that place? Today ......
Create More Massive Value, Further Increase Revenues & Perfect Your Game with
The Perfect RIA Backstage Pass