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Are you working nonstop and feeling like the success of your practice depends on you always being physically present? Do you struggle to keep your team engaged and productive? Does your RIA lack the systems and processes needed to operate at maximum efficiency? Then The Perfect RIA podcast may be what you are looking for, as Matt and Micah offer actionable advice to help you move your practice to the next level.

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THIS WEEK’S PODCASTTips from the Trenches – Breaking the Process

Learn the problem with not following the systems that have been put in place. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

Tips from the Trenches – Breaking the Process

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Follow Up Friday – How to Delegate Email

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Reading Time With Jarvis – Knocking on Heaven’s Door by Katy Butler

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How to Delegate Email [Episode 119]

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Tips from the Trenches – Check-in Time When We’re Gone

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Which Industry Studies or Benchmarks Should I Be Using? [Episode 118]

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Follow Up Friday – What Happens When You Make A Mistake

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Reading Time With Jarvis – The Tipping Point by Malcolm Gladwell

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Mid-Year Review [Episode 117]

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