Micah and Matt frequently talk about two of the core tenets of The Perfect RIA: delivering massive value to your clients and running a highly profitable and efficient practice. In this episode, the guys are going to get a bit more personal and in-depth as they discuss the third tenet: spending time with your family.
We hear all of the time being in the RIA space is lonely. It is hard to find like-minded individuals who want to help you to achieve success. And most likely, you often ask yourself the same question (we all do) – Where do I start? The TPR’s Starter Kit offers you access to the One Page Financial Plan, 5 Mistakes Keeping You From Getting More Clients & How to Stop Playing Office, our most popular power sessions of all time!
Prioritizing communication over an investment-centered mindset.
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Structured onboarding and tax planning strategies.
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Maximize tax season value with surge periods and collaboration.
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