Finally, a podcast for seasoned advisors
I'm an independent fee-only, fiduciary financial advisor and sometimes life feels like I'm on an island. How do I know what technology other advisors are using? How do I know what they're charging? How do I know how they're serving clients? It's really hard. Thank you, Michael, for this podcast giving us a bird's eye view (not nerd's) into the industry, asking the right questions and being so thorough.Read full review »
Hilary Hendershott via Apple Podcasts · United States of America · 02/21/17
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Michaels podcast have no match. The quality of speakers, Depth of questions and then the notes? Good luck!!! As I edit this review... the nuggets of wisdom is like walking in a field of gold.
Dan Foley,CPWA, CFP,AIf via Apple Podcasts · United States of America · 05/29/17
This is a must listen resource for advisors! I work at a large firm, but get great ideas from listening to independent advisors on this podcast. I am being inspired to be a better advisor!
bkolowski111 via Apple Podcasts · United States of America · 09/08/17
As an experienced financial advisor, I have found this podcast to provide not only great ideas, but great inspiration. It is a good reminder of how professionals are doing wonderful work for clients and in doing so creating successful businesses. I look forward to each episode.
StephPie via Apple Podcasts · United States of America · 03/29/17
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