Follow Up Friday – If You Don’t Have Time To Take A Week Of Vacation, Take Two Weeks!
Diving deeper into one of the key tenants of The Perfect RIA.
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Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?
Keep calm (stick to the process) and schedule on.
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Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
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Encore Episode: What Is The Perfect RIA?
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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