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
Stop Pretending to Work [Episode 19]
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Talking Points for True Communication with Clients [Episode 18]
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Coaching Your Clients Off the Ledge [Episode 17]
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5 Business Lessons Learned from Disney World [Episode 16]
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Confessions of a Wholesaler [Episode 15]
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When, Why, and How to Fire a Client [Episode 14]
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A Roadmap for a Value-Driven Financial Plan [Episode 13]
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Realistic Ruminations on Broker-Dealers [Episode 12]
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Coach Joe Lukacs Revisited [Episode 11]
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