THIS WEEK’S PODCASTEncore 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. ...Read More
Listen to the Show that
is Disrupting The Financial Services Industry
Why Or When To Fire A Client [Episode 302]
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The Advisor’s Time Trap: Escaping the DIY Bookkeeping Cycle
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Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]
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Culture, Clients, and Complementary Skills
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The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
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Financial Undressing: What Your Practice Valuation is Really Wearing
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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
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You’re Not Taylor Swift [Episode 299]
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The Broken Dealer’s Guide to Independence (And When to Stay Put)
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