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!

Recommended Podcast

The Art of Taking Time Off [Episode 309]

Mastering vacation as an advisor

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Encore episode – You Drank a Soda in a Client Meeting?!?

Micah and Matthew will be discussing several things you should and shouldn’t do in client meetings.

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Bonus Episode: The Numbers Behind Financial Success

How to talk to clients whose accounts go down in value.

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