The Perfect RIA

Micah Shilanski, CFP®, and Matthew Jarvis, CFP® have made every mistake when it comes to prospecting, marketing, delivering massive value, running a team, playing office, and anything else you could do to sabotage success. Long before they met each other via &, they were each deep in debt, hiding under their respective desks, desperately trying to avoid ANOTHER ‘NO!’ from what few prospects they had! Today they are recognized around the world as two of the best ‘lifestyle’ advisors, who, in addition to their own successes with Shilanski and Associates and Jarvis Financial, created The Perfect RIA podcast and coaching program to change the way financial planning is done and help other advisors achieve success through the practice they’ve always dreamed about. Learn more here.

Stories by The Perfect RIA