In this week’s Follow Up Friday, Amber Kuhn recaps a powerful conversation between Matthew Jarvis and financial advisor Tony Hixon, author of “Retirement Stepping Stones.” The episode dives into the human side of financial advising, sparked by a personal tragedy that transformed Tony’s approach to retirement planning. This devastating experience led Tony to revolutionize his approach to retirement planning where he discovered a critical gap. While financial readiness is essential, it’s just one piece of the retirement puzzle.
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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See MoreMatthew will share how to double your success in the four areas of practice success.
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