THE PERFECT RIA |Podcast - THE PERFECT RIA

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

How to Provide High-Value Services – with Ed Slott [Episode 28]

Stop Lying to Yourself [Episode 27]

Appointments Outside of the Surge [Episode 26]

Luck of the Draw [Episode 25]

Let’s Talk About Taxes! Part 2

Let’s Talk About Taxes! [Episode 23]

To Fee, or Not to Fee? [Episode 22]

Account Minimums as a Metric for Finding Ideal Clients [Episode 21]

Tips to Maximize Your Return on Time [Episode 20]

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THIS WEEK’S PODCASTEncore Episode: What Is The Perfect RIA?

Listen to the Show that
is Disrupting The Financial Services Industry