The Perfect RIA

411
Investing #160

The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.

Recent Episodes
  • How To Take A Hit
    Apr 18, 2024 – 35:27
  • Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
    Apr 15, 2024 – 27:40
  • Communicating Through Uncertainty and Filtering Advice
    Apr 12, 2024 – 07:07
  • You Can’t Say That!
    Apr 11, 2024 – 26:23
  • Economic Commentary
    Apr 8, 2024 – 25:34
  • Standout Prospect Meetings and Documentation for the Win
    Apr 5, 2024 – 09:19
  • Not Documented, Not Done
    Apr 4, 2024 – 36:57
  • Throwback: Show Me The Beef! [Episode 250]
    Apr 1, 2024 – 34:07
  • Relationship Building and Preventing Failures with Surge
    Mar 29, 2024 – 07:51
  • How Surge Fails
    Mar 28, 2024 – 38:49
  • Client Relationships And Connections With Guest David Gow [Episode 249]
    Mar 25, 2024 – 25:35
  • Communicating Roth Conversions and The Best Time for Surge
    Mar 22, 2024 – 07:56
  • The Perfect Surge Dates
    Mar 21, 2024 – 31:02
  • Throwback: Roth Conversions [Episode 248]
    Mar 18, 2024 – 35:45
  • Genuine Communication and Prospecting Pitfalls
    Mar 15, 2024 – 07:55
  • When Prospecting Goes Wrong
    Mar 14, 2024 – 26:09
  • Communication, Not Sales [Episode 247]
    Mar 11, 2024 – 29:40
  • Talent Acquisition and Profitable Prospect Meetings
    Mar 8, 2024 – 08:34
  • Charging For Prospect Meetings
    Mar 7, 2024 – 36:45
  • Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]
    Mar 4, 2024 – 28:01
  • Prospecting and Pregame Strategies
    Mar 1, 2024 – 08:51
  • Prospecting That Works for Advisors
    Feb 29, 2024 – 29:54
  • Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
    Feb 26, 2024 – 21:22
  • Masterminds and Navigating Nepotism in the Workplace
    Feb 23, 2024 – 09:00
  • Should I Let My Kids Work For Me?
    Feb 22, 2024 – 35:36
  • The Power of Masterminds with Guest Aaron Walker [Episode 244]
    Feb 19, 2024 – 26:32
  • Crisis Preparedness and Disaster Recovery
    Feb 16, 2024 – 09:17
  • Sinking Ships
    Feb 15, 2024 – 39:02
  • No One Will Fix It For You [Episode 243]
    Feb 12, 2024 – 31:52
  • Navigating the Prospect Process and Employee Compensation Conversations
    Feb 9, 2024 – 08:43
  • How To Negotiate Your Pay
    Feb 8, 2024 – 50:05
  • Creating a Prospect Process that Works with Guest John Barron [Episode 242]
    Feb 5, 2024 – 30:01
  • Destructive Alerts and The Art of Employee Firings
    Feb 2, 2024 – 10:46
  • How to Fire Someone
    Feb 1, 2024 – 49:21
  • Only Fools Get Alerts [Episode 241]
    Jan 29, 2024 – 35:07
  • Backdoor Roth Strategies, Middle-Class Success, and Confirmation Bias
    Jan 26, 2024 – 11:27
  • Mind Over Money: Exploring System 1 and System 2 Thinking in Spending Habits
    Jan 25, 2024 – 30:43
  • Breaking Middle-Class Barriers - Insights on Wealth and Impact with Guest Lewis Schiff
    Jan 24, 2024 – 26:16
  • Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240]
    Jan 22, 2024 – 29:24
  • Strategies for Profitability, A Recap of Legacy Planning, and Team Building Tips
    Jan 19, 2024 – 13:29
  • BS Business Advice About Building Teams
    Jan 18, 2024 – 32:13
  • Safeguarding Your Legacy: Talking Estate Planning with Client with Guest Yohance Harrison
    Jan 17, 2024 – 28:36
  • What Does Profitability Really Look Like? [Episode 239]
    Jan 15, 2024 – 33:55
  • Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids
    Jan 12, 2024 – 13:17
  • Empowering Futures: Goal-Setting Strategies for Young Adults
    Jan 11, 2024 – 32:35
  • Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton
    Jan 10, 2024 – 24:38
  • Prospect Process - Why Prospects Say No [Episode 238]
    Jan 8, 2024 – 33:40
  • New Year Goals, High Achiever Coaching, and Team Appreciation Languages
    Jan 5, 2024 – 10:27
  • High Fives and Hive Minds: Exploring the Quirks of Team Appreciation Languages
    Jan 4, 2024 – 27:24
  • Coaching High Achievers with Guest Rhonda Farr
    Jan 3, 2024 – 26:20
Recent Reviews
  • bkolowski111
    THE Best
    This is the best podcast out there if you are a financial advisor. Period. And I listen to pretty much all of them out there. I don’t re-listen to podcasts and I have listened to several of these episodes 2 or 3 times. The Michael Kitces podcast has finally been dethroned. Bradley Kolowski, CFP
  • Jump higher
    Jamie’s episiotomy
    I love Jaime’s episodes. I’ve been in the business over thirty years and she fires me up. My only constructive feedback and I am likely the lone voice is why does she continually need to drop the “sh…” bomb. I cringe and roll my eyes every time. For one who inspires us to strive for perfection, why does she slump to vulgarity. Is she that vulgar with clients? Is it that hard to take the extra thought and effort to craft positive strong persuasive language without sounding like a bunch of middle school boys on the street corner? Someone once said “vulgarity is the effort of a weak mind trying to express itself “ The constant “sh…” doesn’t sound strong. It sounds weak and diminishes your message My two cents , love all :)
  • Hbrand1
    Best podcast by practicing advisors for advisors
    Actionable ideas from people in the trenches doing the work with clients!
  • Arayor01
    My Go To For Growth
    Matt and Micah delivery highly effective strategies straight from the front lines. It’s not possible to express how much my own practice (and mindset) have grown from this podcast. BUT The most impactful episodes are when Jamie speaks in the “Worlds to Conquer” episodes. She brings the heat and has multiple mic drop moments in each episode. When I listen to her episodes, I’m ready to go run 5 miles and change the world.
  • billyckid9
    Grotesquely high fees
    OMG, I work 12 minutes a year and make sooooo much $$$. I charge 1.75%-2% and somehow I can sleep at night. “Fiduciary” = license to steal. Learn how to charge MORE; earn MORE and work LESS while convincing your clients to fund your 50 weeks of vacation/year because you add sooooo much “value”. Puke 🤢
  • Caleb28598(638
    Inspiring and Always Helpful
    Thank you for interviewing Amyr on your podcast about advisors that bail on their succession plan and the result can be a new great opportunity. I just went through the same terrible experience that he went through early in his career. Literally, 3 days ago. Although! I am diving head first into prospecting and have 12 months to replace my salary. I really appreciate your constant advice with real stories that relate well. I’m glad I’m not the only one. Thanks again for being awesome.
  • VRM Trey
    Finally!
    I’ve been waiting so long for a podcast where advisors, in the heat of the action provide the advisor experience to other advisors! A must listen if you are in the profession.
  • rbcc cfp
    Real advice for and from real advisors
    After finding this podcast, and implementing a lot that Micah and Matthew talk about, my business and effectiveness took off. I deliver more value to clients, take way more time off and have doubled my revenue in two years
  • Stokguy
    The Perfect RIA is a Must Listen
    If you are looking for an investment advisory business that creates massive value for clients then this podcast is a must listen. The amount of pure gold and actionable advice is incredible. These guys are at the tip of the spear and way ahead of the game if you are looking for a highly profitable lifestyle practice.
  • Always Slackin
    Retirement income
    The clear way they communicate how to take retirement income is just genius!
  • JakeCazier
    Tons of value
    Matthew and Micah provide so many great ideas. Love this podcast!
  • Meeeeeeeeeeeeeeeeeee :-)
    MASSIVE VALUE
    Matt and Micah deliver MASSIVE VALUE through this podcast!
  • DSYarn
    Amazing Podcast
    Such an amazing podcast for financial advisors! Great, practical advice to take your practice to the next level.
  • Colorado CFP
    Excellent info for financial advisors
    Show after show there are great tips, ideas and best practices to help advisors deliver massive value to their clients. Even with shows that I think will not have anything for me still end up delivering an idea or two that I can use to get better at my craft.
  • Thomas Peguillan
    New York Financial Advisor
    Heard Jarvis on Kitces podcast on my way to Vermont for a snowboarding trip. Heard the line “only onboarding clients with 500k accounts and of course a bunch of people come in with 450k” . I yelped out loud laughing …as people in the car looked at me like I was on drugs finding such a statement so funny. However I’ve been listening to this podcast for months now and have implemented a few things in my client presentations and I immediately have seen the positive effects. I am going to be working on my own guardrails presentation . I have also just purchased Jarvis book on Amazon and will be reading that as well. Thanks for putting out the amazing content !
  • Erik Baskin
    Massive Value
    Micah and Matthew are simply brilliant when it comes to running an efficient RIA. Any Advisor looking to improvise must listen to every single episode as soon as possible.
  • Jcwaller
    Very Well Done
    Matt and Micah are do a great job of sharing their expertise with the world. Happy to be part of The Perfect RIA Nation. Keep up the great work!
  • IzzySuzy329
    Must Listen
    If you are in the financial planning world this is a must liten podcast!
  • Edward Jones FA
    Action (item) packed!
    Matt & Micah design these episodes methodically well, with the ending ALWAYS about taking action. The average episode length is perfect to keep me focused and engaged. I appreciate their thought leadership in building and maintains an ideal practice.
  • Cheryl Burg
    Love these guys!
    Great content. Worth every minute. And I love the action items at the end of the podcast. Keep up the good work! (And keep out the head trash. You are crushing it)
  • robla77@
    RPG2
    Awesome content!
  • Vaughn K
    Awesome podcast and great content
    I’m not yet running my own firm but will in the future. This podcast is filled with amazing content and some great advice even for advisors who are working for a firm but not yet running their own. Thank you for bringing to our ears! Great work guys!!
  • NKAPLEN
    Best podcast for financial advisors.
    Wow, I sorely regret not finding this sooner or else I would already be in on the backstage pass rather than still being on the waiting list, ugh! I have been an avid listener of podcasts for the last couple of years but had yet to find one before this that does a deep dive of a practice and then gives away their best ideas. The podcasts Matt and Micha put out on taxes opened my eyes to a new world of adding value to a clients situation I never knew before. The dozens of tax returns that I have so far for this year I was easily able to find value and deliver that to the client. Ideas like this have been sooo beneficial. And guys, seriously open up the backstage pass so I can get even more content from you. Thanks for all you do!!!!
  • MJH102383
    Best RIA and practice management podcast by far!
    While I listened avidly to the Perfect RIA when I was at a huge wirehouse and got much more value out of listening than the time I spent listening to the podcast (ha) but now that we are on the RIA side I listen to even more obsessively! Micah and Matthew have different styles which helps a ton, and I highly recommend anyone serious about transforming their business and practice not only listen to this podcast but sign up for the backstage pass membership which has also been incredibly helpful.
  • flcreme
    Good stuff!
    Really solid podcast for financial planners. Highly recommended!
  • Ima listener
    A Must Listen to Show!
    Matthew and Micah are awesome hosts who bring on very knowledgeable guests, highly recommend the listen!
  • david peerboom
    Too legit to quit
    These guys are legit. Love them!
  • Husky Hoagy
    Implementing Surge Meetings - Taylor Schulte
    Thanks again Matthew, Micah and Taylor - such helpful infirmation. Great action items to help Advisors provide a better experience for our clients.
  • dkiecm
    Great help
    The timing, humor and actual helpful tips in this podcast has helped me focus on the things necessary to build my practice from here. After hitting a plateau, their advice is extremely helpful.
  • Matthew Jarvs, CFP
    The Real Deal!
    Finally a podcast BY successful advisors for all of us aspiring advisors.
  • trophywifefinancial
    Nice work
    Matthew is my clear favorite, but Mikah is good too and keeps Matt on his toes.
  • Jason - TUSA
    Must listen to
    This has to be a top / must listen to for all advisors or business owners!!!
  • Troy Brockmeier
    Definitely a worth while listen every time
    The best podcast for an RIA. Actionable items every time and the reason why you need to do them.
  • A707FinancialPlanner
    Mind Readers
    Micah and Matthew seem to grab all these ideas swimming in my head and put them in a podcast. Great action items!
  • ChefJim3535
    Always Perfect.l
    Thanks guys. Always several tidbits to take away from your podcasts. Keep up the good work!
  • AF Investor 1988
    Actionable advice
    Awesome hosts, great actionable advice even if your firm looks very different than theirs. Definitely five stars.
  • Ezdave
    Fresh ideas that are implementable
    Very good ideas, that are possible to implement.
  • Andie JC
    Done chasing squirrels!
    I have been “in the process of starting my business” for two years. I now have a solid track to follow that has allowed me to increase my capacity for serving clients bc I am no longer reinventing any wheels!
  • jmfrank10
    Value
    Love all the ideas to add more value to our clients!
  • RBeliveau
    Providing Massive Value
    In a world of old-school advisors who show up 40 hours a week and barely provide any value, you guys are such an adrenaline shot! Thank you for making me feel it’s OK to provide massive value outside of the traditional areas of focus. Please do a podcast on how implement Scalable Value Adds!! Thanks again!
  • Doctor Fuego
    Pinnacle of Millennial know it alls
    Hey, you guys are the best thing since sliced bread. So happy you are back from your vacation from Hawaii or are doing your podcast from your RV because you supposedly have figured it all out. Give it a rest.
  • Per Diem
    The perfect “best practices” podcast
    Matthew and Michael are incredible resources to the advising profession. I’m so thankful for their insights and look forward to every episode.
  • IAhunter
    Every podcast has immense value!
    I learn something new on each podcast. Thank you Micah and Matt. You challenge and inspire me.
  • JBed2
    Excellent Podcast 🔥
    This podcast is excellent and provides actionable ideas to implement into practice. I don’t miss a week!
  • Mattjwilson1
    Great podcast for clients as well!
    I am not a financial planner nor do I have plans of becoming one but I have listened to several episodes of the Perfect RIA Podcast. Matt and Micah give great insights into how they run their businesses and provide actionable advice for advisers that is also applicable to other things in life. I am also better prepared to understand the perspectives of my adviser which is a win for both of us. Great podcast.
  • Scott Schwalich
    Delivers extraordinary value for advisors and entertaining to boot
    When I first heard Matt and Micah’s separate episodes on the Kitces’ podcast, I mentally earmarked them to go back to because of all the great gems they shared. I’ve listened to each of their episodes at least a few times and have gotten tremendous value out of them. Once I discovered their own podcast, I had to check it out, and now I look forward to listening and learning during my commute every day. Really great content!
  • $$$@AZ
    Great content!
    Matt and Micah provide great content that I find helpful in running our RIA. I have participated in Matt’s coaching program and the ideas I’ve implemented have been effective at helping me increase our revenue while also living a high quality lifestyle. Well done!
  • Tanya Nichols
    Be sure to listen to the end....
    These guys have some radical ideas about life and business that motivate me to act. You can tell they’ve done their own personal work, but they are driven and curious and intense and I love to listen. They keep me up leveling. Jarvis helped me hack my email addiction and ruthlessly delegate to my office manager and I cut my hours in HALF in 2019 - and still grew my business and my income and improved my client’s experience. This stuff works! - Tanya Nichols
  • Lane Matthew
    Best business podcast!
    This podcast probably has the best information on how to run an effective RIA that I have ever heard. Just amazing guys, thank you!
  • Phillip Hanks
    Love it!
    This is my favorite podcast. As a young RIA firm owner 3 years in, it has helped me stay focused on my business. -Always excellent!
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