THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • What simple step you can take to overcome head trash.
  • How, in a room full of advisors, all questions lead to one common theme
  • What is the practice analyzer.
  • Micah’s three tasks that aren’t playing office.
  • The ABC 123 test.
  • Why you can’t focus on the past and need to look toward the future.
Table of Contents

What happens when you put Matthew Jarvis and Micah Shilanski in a room with advisors who are committed to success? Matt and Micah recap the most recent TPR live event in this episode. They share how putting together this event takes a lot of time and energy, and yes… head trash! And how they overcome this.

Listen in as the guys discuss the practice analyzer and how, by breaking down the number, you can start to truly see where your time is being spent. They’ll also discuss why you need to know which tasks are and aren’t playing office, along with why you need to take a hard look at the fee you’re charging clients and if it’s truly representative of the value you’re delivering to your clients.

Ideas Worth Sharing:

‘It’s all about having a guided path.’ - Micah Shilanski Share on X ‘However we’re living our life, we’re justifying the way that we’re doing it instead of finding a solution for what it is we need.’ - Matthew Jarvis Share on X ‘Making a bad decision doesn’t make you a bad person, it means you’re learning.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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Encore Episode: What Is The Perfect RIA?

Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.

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