THE PERFECT RIA

Getting over the head trash that comes with “graduating” clients.

Recommended Podcast

The Power of Experimentation in Financial Planning With Art Turock [Episode 338]

What is a latent need?

See More

Encore Episode:The Godfather: Michael Kitces

How do you find really good team members?

See More

Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]

The basics are almost never being handled

See More

Contact Us