As a Co-Founder of The Perfect RIA, I draw on my 20 years of experience as a financial advisor to help other advisors build highly profitable and fulfilling practices. I share proven strategies and best practices on delivering massive value to clients, achieving unprecedented profitability, and spending more time with the ones I love. Alongside my partner Micah Shilanski, I host a popular podcast, write a blog, and offer coaching and consulting services to advisors who want to create the practice and the lifestyle they want. As the President of Jarvis Financial, I lead a team of dedicated professionals who provide comprehensive and personalized financial planning to a select group of clie