Family Time [Episode 45]
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.
Recommended Podcast
Tips from the Trenches – Breaking the Process
Learn the problem with not following the systems that have been put in place.
See More
Follow Up Friday – How to Delegate Email
Action items for how to delegate email and reclaim your freedom.
See More
Reading Time With Jarvis – Knocking on Heaven’s Door by Katy Butler
Learn the importance of planning for end-of-life scenarios.
See More