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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 ...
- How Do I Deliver Massive Value? [Episode 105] - THE PERFECT RIA
Matthew Jarvis: All right, everyone, welcome to another...
- The One-Page Financial Plan Masterclass
The Masterclass is led by experienced advisors Matthew...
- So What, Exactly, Is The Perfect RIA? - THE PERFECT RIA
Micah Shilanski, CFP Ⓡ, shares how The Perfect RIA...
- How Do I Deliver Massive Value? [Episode 105] - THE PERFECT RIA
Sep 21, 2021 · View Matthew Jarvis, CFP’s profile on LinkedIn, a professional community of 1 billion members. As a Co-Founder of The Perfect RIA, I draw on my 20 years of experience as a financial…
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Micah Shilanski, CFP Ⓡ, shares how The Perfect RIA transforms the financial planning industry by providing financial advisors with a real-world formula for success. What started as a drunken soapbox about all the frustrations Matthew Jarvis and I felt in the financial planning industry, The Perfect RIA podcast has become an industry-leading ...
Matthew Jarvis: All right, everyone, welcome to another episode of the Perfect RIA podcast. Many of you are listening to this live as it is being filled. While we wish we could say it was a live studio audience, that is not logistically feasible. So it is a virtual studio audience, a live virtual—
Jul 8, 2024 · 693 episodes. Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for ...
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The Perfect RIA (TPR) teaches advisors proven systems for doubling their income by delivering massive value to clients. Based on the wildly successful practices of Micah Shilanski and Matthew ...
The Masterclass is led by experienced advisors Matthew Jarvis, CFP®, ChFC, andMicah Shilanski, CFP®, who have successfully implemented the One-Page Financial Plan approach. Their personal success stories, along with their insights and experiences, provide valuable guidance for adopting this approach in your practice.
