THE PERFECT RIA

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!

    Download the Starter Kit

Recommended Podcast

Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan

All revenue is not equal

See More

Encore Episode: You Are Only Cheating Yourself

Skipping critical steps can have significant consequences.

See More

From Struggle to Seven Figures: Aaron Schmerling’s Journey

I need to keep moving forward

See More

Contact Us