THE PERFECT RIA

Matt and Micah are frequently asked about how they have set up their practices, what it takes to manage a successful business, and how to make sure you still have time to do the things you love. They will be answering those questions and plenty more in today’s mailbag episode.

  • 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!

    Download the Starter Kit

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You’re Not Taylor Swift [Episode 299]

The Humble Advisor: Learning from Others

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The Broken Dealer’s Guide to Independence (And When to Stay Put)

The challenges of transitioning to an RIA.

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The Real Cost of Loyalty: A Financial Advisor’s Road to Independence with Guest Carmine Corino [Episode 298]

Integrity in financial channels: what advisors need to know.

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