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Listen to The Perfect RIA podcast

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 PODCASTFollow Up Friday – Team Won’t Implement

Action items for the upcoming week to help your practice succeed. ...Read More

Listen to the Show that
is Disrupting The Financial Services Industry

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 – Multiplication by Subtraction by Dan Sullivan

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Reading Time With Jarvis – The Tipping Point by Malcolm Gladwell

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Tips from the Trenches – Head Trash

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Mid-Year Review [Episode 117]

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Follow Up Friday – What Happens When You Don’t Know The Answer?

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Reading Time With Jarvis – Hell Yeah or No by Derek Sivers

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