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

  • About The Perfect RIA’s mission.
  • What being compassionate really means.
  • Why you need to have a peer group who won’t just pat you on the back.
  • How it’s easy to become overwhelmed by what you think is happening in your practice.
  • Why you need to look at real numbers.
Table of Contents

Through the success of their own practices and in looking at other rockstar advisors, Matt and Micah have learned that there are similarities and a consistent formula for success. The Perfect RIA was created to share that message and encourage advisors to be authentic and transparent. On today’s episode, Matt and Micah discuss the mission of The Perfect RIA and the importance of surrounding yourself with others who aren’t just there to pat you on the back.

Listen in as they share how even through creating this weekly podcast, it forces them to be open and look at what works and doesn’t work in their own practice. They’ll also discuss why they don’t look at simple growth but instead focus on doubling and how that requires dramatic changes to your practice.

Ideas Worth Sharing:

‘We’re transforming the lives of individual people.’ - Micah Shilanski Share on X ‘Whatever measurement you’re focused on, we need that number to double’ - Matthew Jarvis Share on X ‘It’s good to have a sounding board, a group to go into to make sure you’re having these conversations’ - Micah Shilanski Share on X

Resources In Today's Episode:

Recommended Podcast

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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Navigating The M&A Landscape With Jessica Polito [Episode 310]

Just keep doing what you’re doing

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Encore episode – Double Your Practice

Matthew will share how to double your success in the four areas of practice success.

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