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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

Follow Up Friday – Prospect Lessons from 2021

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Prospect Lessons from 2021 [Episode 115]

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Head Trash [Episode 114]

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I’m Done With Surge…Now What? [Episode 113]

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Why Advisors Fail [Episode 112]

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It’s Just An Email [Episode 111]

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Finding Good Talent with Yosef Colish [Episode 110]

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What Happens When You Don’t Know The Answer? [Episode 116]

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The “Perfect” Way to Rollover a 401(k) [Episode 109]

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