THE PERFECT RIA

Recapping this week’s episodes and action items to implement right away.

Recommended Podcast

The Impact of Market Dynamics on Financial Practices with John Poole

It will blow most people’s mind

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The Real Risks of Retirement With Derek Tharp

It’s about how people actually value things

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

All revenue is not equal

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