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
From Scarcity to Prosperity: Insights and Advice from Coach Joe Lukacs [Episode 10]
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Don’t Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
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The Pitfalls of Busyness: How to Alter Your Shopkeeper Mentality [Episode 8]
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The Art of Prospecting & Time-Blocking [Episode 7]
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A Primer for Determining Your Fee Schedule [Episode 6]
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Always Take the High Road [Episode 5]
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Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs [Episode 4]
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The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
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Inspection over Expectation: Gina Cotner on Developing the Right Dynamic for Delegation Between Executive and Assistant [Episode 2]
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