The Perfect RIA

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Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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About

Multiple per week Since March 2018

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®, thi...

Last updated: 2026-03-27 15:16:30.702475

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What Metrics Should Matter To Your Practice? [Episode 1]

13 Mar 2018

Contributed by Lukas

There's more to life than AUM -- assets under management -- to understanding the success of you and your firm. Listen in to learn more. Subscribe to t...

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Activity Overview

Episodes

What Metrics Should Matter To Your Practice? [Episode 1]

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