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Artwork for The Perfect RIA

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... more

PublishesDailyEpisodes657Founded6 years ago
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Artwork for The Perfect RIA

Latest Episodes

In this episode, Matt and Micah discuss the importance of taking action in your financial planning practice. They emphasize the need for advisors to think like business owners and make decisions that align with their core beliefs and values. They run... more

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38 hours ago

In this episode, Amber recaps this week’s highlights. She reminds us why critical thinking and pushback are important in the financial industry and why advisors need to question traditional practices and ensure that they deliver value to clients. The... more

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4 days ago

In this episode of Worlds to Conquer, Jamie discusses the importance of candid conversations and not being easily offended. She emphasizes the value of seeking knowledge and experience from those who have walked the path before. Jamie shares the stor... more

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6 days ago

In this episode, Matt and Micah discuss the importance of critical thinking in financial planning and the necessity of being open to challenging discussions within your practice. They advocate for assessing whether your current strategies truly deliv... more

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9 days ago

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Reviews

4.8 out of 5 stars from 495 ratings
  • 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 ... more

    Apple Podcasts
    5
    Jump higher
    United States3 months ago
  • Best podcast by practicing advisors for advisors

    Actionable ideas from people in the trenches doing the work with clients!

    Apple Podcasts
    5
    Hbrand1
    United States3 months ago
  • 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. more

    Apple Podcasts
    5
    Arayor01
    United States4 months ago
  • 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 🤢

    Apple Podcasts
    1
    billyckid9
    United States5 months ago
  • 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. more

    Apple Podcasts
    5
    Caleb28598(638
    United States8 months ago

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The Perfect RIA launched 6 years ago and published 657 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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