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Staffing [Episode 31]

Regardless of the company, staffing issues happen, and it’s up to us as leaders to investigate these problems with a curious mindset. In this episode, Matt and Micah discuss the …

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Profitability [Episode 30]

When it comes to generating positive revenue, it’s easy for advisors to end up focusing on the wrong things. In this episode, Matt and Micah dive into profitability metrics and …

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Stop Lying to Yourself [Episode 27]

There’s something that plenty of advisors are guilty of doing without even realizing it: lying to themselves. It’s easy to inflate the numbers in your practice, or even guess at …

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Luck of the Draw [Episode 25]

Too often, people hang onto the idea that anyone who is successful must be lucky. Worse yet, those same people decide that a similar type of success is impossible for …

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Let’s Talk About Taxes! Part 2

In this episode of the Perfect RIA Podcast: Matt and Micah revisit tax planning and expand upon the topic. Important Show Note/Disclaimer: When Micah discussed doing paperwork for ROTH conversions/rollovers, …

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To Fee, or Not to Fee? [Episode 22]

In this Episode of the Perfect RIA Podcast: Matt and Micah offer clear perspectives on charging clients fees. You have probably spent a considerable amount of time researching the ‘right’ …