Cover image of The Perfect RIA

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 all... Read more

Ranked #1

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Massive Value - Investments [Episode 52]

Massive Value - Investments [Episode 52]

A lot of advisors see investments as a sore spot in their practices, but it doesn't have to be that way. Today Micah and... Read more

8 Nov 2019

31mins

Ranked #2

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Getting Past the First Prospect Meeting [Episode 66]

Getting Past the First Prospect Meeting [Episode 66]

Finding the right clients and making sure they are the right fit for your business can be a confusing process. So in thi... Read more

14 Feb 2020

34mins

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Ranked #3

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How To Get Ready For A 3 Month Vacation [Episode 50]

How To Get Ready For A 3 Month Vacation [Episode 50]

There’s a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can... Read more

25 Oct 2019

34mins

Ranked #4

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Increasing Massive Value [Episode 59]

Increasing Massive Value [Episode 59]

Being an RIA owner is not just about numbers—it also has a lot to do with emotions and helping your clients make huge tr... Read more

27 Dec 2019

27mins

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Ranked #5

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Business Planning [Episode 56]

Business Planning [Episode 56]

As 2020 approaches, it’s important to start putting systems in place to ensure a successful year ahead. So in this episo... Read more

6 Dec 2019

31mins

Ranked #6

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It’s A New Year [Episode 60]

It’s A New Year [Episode 60]

As we head into 2020, it is important to set goals and challenges for the year ahead. So in this episode, Matt and Micah... Read more

3 Jan 2020

26mins

Ranked #7

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Surge Week - How to Add Value to Your Meetings [Episode 48]

Surge Week - How to Add Value to Your Meetings [Episode 48]

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your ... Read more

11 Oct 2019

30mins

Ranked #8

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Measure the Real Stuff [Episode 55]

Measure the Real Stuff [Episode 55]

As the new year approaches, it’s easy to leave a lot of valuable lessons on the table by not taking a close look at 2019... Read more

29 Nov 2019

27mins

Ranked #9

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Managing Distractions [Episode 57]

Managing Distractions [Episode 57]

The challenge of managing distractions is something that every office and every worker deals with. In fact, on average, ... Read more

13 Dec 2019

31mins

Ranked #10

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Getting the First Appointment - Part 2 [Episode 67]

Getting the First Appointment - Part 2 [Episode 67]

Following on the heels of the last episode where Matt and Micah started talking about the prospect meeting and how the l... Read more

21 Feb 2020

31mins

Ranked #11

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Working On Your Business, In Your Business, and With Your Business [Episode 53]

Working On Your Business, In Your Business, and With Your Business [Episode 53]

Often we are told to work on our businesses, but what does that entail? And what is the difference between working on yo... Read more

15 Nov 2019

29mins

Ranked #12

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Is This Marketing? [Episode 47]

Is This Marketing? [Episode 47]

Are you marketing—or are you avoiding work? Today Micah and Matthew discuss what it means to market with purpose, and no... Read more

4 Oct 2019

27mins

Ranked #13

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Do I Need A Coach? [Episode 54]

Do I Need A Coach? [Episode 54]

Today on the show, Matt is joined by a very special guest, executive coach Adam Silberstein. Adam helps CEOs around the ... Read more

22 Nov 2019

49mins

Ranked #14

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Beating The Markets [Episode 62]

Beating The Markets [Episode 62]

Coming off of 2019, when the market has had another phenomenal year, Micah and Matt want to discuss a topic they have no... Read more

17 Jan 2020

26mins

Ranked #15

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Head Trash with Coach Joe Lukacs [Episode 71]

Head Trash with Coach Joe Lukacs [Episode 71]

This is a special episode because Coach Joe Lukacs joins the show to discuss how to make sure you’re in a good headspace... Read more

27 Mar 2020

37mins

Ranked #16

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Running a Virtual Team [Episode 49]

Running a Virtual Team [Episode 49]

How do you run a virtual team? Today Jamie Shilanski (Micah’s sister) joins the show to share how she does such a phenom... Read more

18 Oct 2019

28mins

Ranked #17

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Lessons from the Slopes [Episode 70]

Lessons from the Slopes [Episode 70]

Having just returned from their mastermind ski trip, Matt and Micah have a ton of inspiration and lessons to share that ... Read more

20 Mar 2020

27mins

Ranked #18

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How to Choose a Coaching Program [Episode 58]

How to Choose a Coaching Program [Episode 58]

Many business owners seem to be overwhelmed when trying to choose which program they should be doing or which coach they... Read more

20 Dec 2019

28mins

Ranked #19

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Effective Delegation - with Gina Cotner [Episode 43]

Effective Delegation - with Gina Cotner [Episode 43]

As entrepreneurs and business owners, we often try to squeeze too much into a day. So how do you free up your time for t... Read more

6 Sep 2019

35mins

Ranked #20

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Million Dollar Ideas Are Worthless [Episode 63]

Million Dollar Ideas Are Worthless [Episode 63]

Advisors get stuck on great ideas all the time. What’s so bad about great ideas? Today Matt and Micah are going to share... Read more

24 Jan 2020

27mins

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