An absolute must!
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“Michael's knowledge, experience, and reputation makes him the perfect choice to interview people from all walks of the advisory space; whether they be industry giants like Ron Carson or an independent like Matthew Jarvis. I love that Michael does not shy away from the tough and personal questions, like successes, failures, dollar figures, we all want answered. As an independent advisor trying to grow, the knowledge gained has been invaluable.”Read full review »
Joseph Kolb, CFP® via Apple Podcasts ·
United States of America ·
02/22/17
More reviews of Financial Advisor Success
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“The episode with Penny Phillips was truly brilliant.”
Bronwen GMR via Apple Podcasts ·
South Africa ·
04/21/22
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“I found this interview to be extremely helpful and informative. It gave me ideas that I can implement right away as well as things to contemplate for future growth. Communication skills can always be improved, and are so important in this business. She gave great ideas that planners at any career...”Read full review »
cmichalman via Apple Podcasts ·
United States of America ·
11/18/21
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“What struck me the most during your segment on sustainable investing was when you asked whether clients preferred returns or aligning their capital with their values and priorities. You started a conversation to which the younger generation is paying close attention.”
Zia N. via Apple Podcasts ·
Philippines ·
05/16/22
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