Find out how to become the Perfect RIA
Create the ultimate client experience that delivers massive values to your clients, run your practice at hyper-efficiency, and spend more time with your loved ones.
I had the pleasure of attending Micah & Matthew’s (M squared) workshop last month at the FPA Retreat in Arizona. It was one of the most informative & lively presentations I have ever seen The content was very helpful & we have already started to rethink the way we work by focusing on their 3 core concepts.
– Aaron Lieberman, Marathon Wealth Management, Inc.
– Brian Boughner, Parallel Financial
– Michael Kitces, Financial Advisor Success Podcast
What We Wish We Knew 10 Years Ago
Learn the mistakes that Matthew Jarvis and Micah Shilanski have made while they worked to creating their own Perfect RIA.