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!

Recommended Podcast

Encore Episode: The Perfect Surge Dates

Happiness comes after the discipline

See More

Maximizing Productivity with AI and Delegation With Kyle Willis

You can buy back your time

See More

It’s The End Of The World… What Do We Do?  [Episode 349]

Start with respect

See More

Contact Us