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.
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.
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.
“I’m not sure which is harder, firing a team member or firing a client. Thanks to Jarvis & Micah, I did both… multiple times… and it transformed my practice. As painful as it was, it laid the foundation for me to Deliver Massive Value to the clients who are the right fit for my practice AND give me the quality of life my family deserves.”
“I started meeting with CPAs 1 month ago using Jarvis’ meeting process. The first CPA who I had a meeting with referred a prospect to me a week after meeting with her. The prospect signed up yesterday and is an ideal client. Additionally, I have created 5 other CPA connections. I wish I would have started doing this 4 years ago!”
“I’ve always had a vision for my practice, but I didn’t have a roadmap to get there. Jarvis’ book, podcast, and INVICTUS Coaching Program helped me implement dozens of changes to make my practice more efficient, deliver more value to clients and create a better work balance for my team. Knowing who I could trust to get through my headtrash made all the difference.”
“Jarvis’ prospect process is the best process I have implemented in 25 years in this business. There is no better lifestyle practice to learn from than Jarvis Financial. Many “gurus” are giving advice, but Jarvis is sharing what works. His advice has improved my business more than anything I have done in 25 years.”
“I would rather copy genius than invent mediocrity. Jarvis has figured out how to build a hyper-efficient, highly profitable practice. Don’t reinvent the wheel!”
“Matthew has what most would consider to be an incredibly profitable and successful financial advisory firm.” -Michael Kitces (www.Kitces.com/7) .
In 2020 Matthew’s firm, Jarvis Financial, ended the year with ~$1.5M in revenue on just shy of $200M of AUM and a 50%+ profit margin (EBOC), all while taking some 250+ ‘free days’ (days when he did not work). While this puts him at the pinnacle of ‘lifestyle firms’, it was a long and hard journey.
Just 10 years prior Jarvis was buried in debt, with a badly struggling practice and a morning routine of trying to figure out how to quit the industry without looking like a failure. Through several turns of fate (including an opportunity to be coached by one of the industry’s most successful advisors, Tom Gau), Jarvis clawed his way from near failure to the top of the industry. Today, in addition to running his ‘incredibly profitable and successful’ practice, Jarvis teaches other advisors how to duplicate his own success in their practice.
When not running his practice or coaching advisors (i.e. on his 250 free days each year), Jarvis can be found traveling with his family around the world (including a 6-month boat trip), mountain biking, dirt biking or doing crazy adventures with Micah.
You can learn more about the failures and successes of Jarvis in his “Delivering Massive Value” book. To buy the book visit THE BOOK PAGE. If you want to get a sneak peak, GET FREE CHAPTERS HERE, and if you already have the Audible version but miss all of the images, GET THE IMAGES HERE.
Micah Shilanski, CFP®, is a financial planner who achieves the ‘impossible’. Micah is recognized as a leader in the concept of lifestyle design for financial planners and has spoken at conferences across the country.
What’s different about Micah? While other experts can talk about lifestyle practices for financial planners – Micah lives it.
Micah currently takes more than 6 months out of the office a year, yet continues to grow his practice by at least 20% each year.
How can he do this? Micah is intently focused on delivering massive value to his clients. He is continually looking for ways to help and better serve his clients year after year. He is always looking for ways to make his office run more efficiently – and he is relentless in improving the use of his time.
Micah is considered one of the top experts in his niche of financial planning – federal retirement benefits. He enjoys finding new ways to leverage technology to serve his clients and educate the public.
Micah is the founder of Plan-Your-Federal-Retirement.com, a website dedicated to helping federal employees understand their benefits. He has created an online program that walks federal employees through creating their own financial plan. Micah is also the author of “The Best Kept Secret in CSRS”, an e-book on a unique federal benefit.
Half of Micah’s clients are in Alaska where his office is located, while the other half are across the United States. Most of his clients found him online, and many clients have sought him out and hired him without ever having met him in person. This is unheard of for most financial planners whose practices usually focus around one geographic area.
Micah is a lifelong Alaskan, an Eagle Scout, a private pilot with his own bush plane and an avid outdoorsman. Micah also enjoys traveling and spending time with his wife and children.
Micah was featured on Michael Kitces’ Financial Advisor Success Podcast in 2019.