It’s time for The Challenge! At our pre-conference event from October 2022, The Perfect RIA provided a jam-packed, day-long session, including presentations from Matt and Micah and guest presenters Steven Jarvis, CPA, Benjamin Brandt, and Libby Greiwe.

Don’t miss your chance to watch the competition on who can deliver more value to a client!

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Get our 3 most popular power sessions FREE. You and your team will learn about: Time Blocking, the One Page Financial Plan, and the “Buckets of Money” approach.

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