Reviews
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“This is the best podcast out there if you are a financial advisor. Period. And I listen to pretty much all of them out there. I don’t re-listen to podcasts and I have listened to several of these episodes 2 or 3 times. The Michael Kitces podcast has finally been dethroned. Bradley Kolowski, CFP”
bkolowski111 via Apple Podcasts ·
United States of America ·
04/15/24
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“I love Jaime’s episodes. I’ve been in the business over thirty years and she fires me up. My only constructive feedback and I am likely the lone voice is why does she continually need to drop the “sh…” bomb. I cringe and roll my eyes every time. For one who inspires us to strive for perfection,...”Read full review »
Jump higher via Apple Podcasts ·
United States of America ·
01/22/24
“Actionable ideas from people in the trenches doing the work with clients!”
Hbrand1 via Apple Podcasts ·
United States of America ·
01/13/24
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“Matt and Micah delivery highly effective strategies straight from the front lines. It’s not possible to express how much my own practice (and mindset) have grown from this podcast.
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The most impactful episodes are when Jamie speaks in the “Worlds to Conquer” episodes. She brings the heat and...”Read full review »
Arayor01 via Apple Podcasts ·
United States of America ·
12/02/23
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“OMG, I work 12 minutes a year and make sooooo much $$$. I charge 1.75%-2% and somehow I can sleep at night. “Fiduciary” = license to steal. Learn how to charge MORE; earn MORE and work LESS while convincing your clients to fund your 50 weeks of vacation/year because you add sooooo much “value”....”Read full review »
billyckid9 via Apple Podcasts ·
United States of America ·
11/25/23
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“Thank you for interviewing Amyr on your podcast about advisors that bail on their succession plan and the result can be a new great opportunity. I just went through the same terrible experience that he went through early in his career. Literally, 3 days ago. Although! I am diving head first into...”Read full review »
Caleb28598(638 via Apple Podcasts ·
United States of America ·
08/25/23
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“The TPR team have nailed it. This podcast is the definition of delivering massive value.
There are great podcasts out there but TPR has provides so much actionable advice that if you follow the wisdom it will transform your business and your families lives.
Matthew and Micah provide a fantastic...”Read full review »
The short elvis via Apple Podcasts ·
Great Britain ·
01/02/23
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“I’ve been waiting so long for a podcast where advisors, in the heat of the action provide the advisor experience to other advisors! A must listen if you are in the profession.”
VRM Trey via Apple Podcasts ·
United States of America ·
08/16/22
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“After finding this podcast, and implementing a lot that Micah and Matthew talk about, my business and effectiveness took off. I deliver more value to clients, take way more time off and have doubled my revenue in two years”
rbcc cfp via Apple Podcasts ·
United States of America ·
06/23/22
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“If you are looking for an investment advisory business that creates massive value for clients then this podcast is a must listen. The amount of pure gold and actionable advice is incredible. These guys are at the tip of the spear and way ahead of the game if you are looking for a highly...”Read full review »
Stokguy via Apple Podcasts ·
United States of America ·
05/25/22
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“The clear way they communicate how to take retirement income is just genius!”
Always Slackin via Apple Podcasts ·
United States of America ·
04/14/22
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“Matthew and Micah provide so many great ideas. Love this podcast!”
JakeCazier via Apple Podcasts ·
United States of America ·
04/06/22
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“Matt and Micah deliver MASSIVE VALUE through this podcast!”
Meeeeeeeeeeeeeeeeeee :-) via Apple Podcasts ·
United States of America ·
03/18/22
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“Such an amazing podcast for financial advisors! Great, practical advice to take your practice to the next level.”
DSYarn via Apple Podcasts ·
United States of America ·
12/09/21
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“Show after show there are great tips, ideas and best practices to help advisors deliver massive value to their clients. Even with shows that I think will not have anything for me still end up delivering an idea or two that I can use to get better at my craft.”
Colorado CFP via Apple Podcasts ·
United States of America ·
12/05/21
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“Heard Jarvis on Kitces podcast on my way to Vermont for a snowboarding trip. Heard the line “only onboarding clients with 500k accounts and of course a bunch of people come in with 450k” . I yelped out loud laughing …as people in the car looked at me like I was on drugs finding such a statement...”Read full review »
Thomas Peguillan via Apple Podcasts ·
United States of America ·
11/19/21
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“Micah and Matthew are simply brilliant when it comes to running an efficient RIA. Any Advisor looking to improvise must listen to every single episode as soon as possible.”
Erik Baskin via Apple Podcasts ·
United States of America ·
11/16/21
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“Matt and Micah are do a great job of sharing their expertise with the world. Happy to be part of The Perfect RIA Nation. Keep up the great work!”
Jcwaller via Apple Podcasts ·
United States of America ·
10/08/21
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“If you are in the financial planning world this is a must liten podcast!”
IzzySuzy329 via Apple Podcasts ·
United States of America ·
10/07/21
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“Matt & Micah design these episodes methodically well, with the ending ALWAYS about taking action. The average episode length is perfect to keep me focused and engaged. I appreciate their thought leadership in building and maintains an ideal practice.”
Edward Jones FA via Apple Podcasts ·
United States of America ·
10/01/21
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“Great content. Worth every minute. And I love the action items at the end of the podcast. Keep up the good work! (And keep out the head trash. You are crushing it)”
Cheryl Burg via Apple Podcasts ·
United States of America ·
06/08/21
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“I’m not yet running my own firm but will in the future. This podcast is filled with amazing content and some great advice even for advisors who are working for a firm but not yet running their own. Thank you for bringing to our ears! Great work guys!!”
Vaughn K via Apple Podcasts ·
United States of America ·
05/21/21
“Thank you so much and keep on doing more great show.”
Mary2577 via Apple Podcasts ·
Philippines ·
05/11/21
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“Wow, I sorely regret not finding this sooner or else I would already be in on the backstage pass rather than still being on the waiting list, ugh! I have been an avid listener of podcasts for the last couple of years but had yet to find one before this that does a deep dive of a practice and then...”Read full review »
NKAPLEN via Apple Podcasts ·
United States of America ·
04/15/21
“While I listened avidly to the Perfect RIA when I was at a huge wirehouse and got much more value out of listening than the time I spent listening to the podcast (ha) but now that we are on the RIA side I listen to even more obsessively! Micah and Matthew have different styles which helps a ton,...”Read full review »
MJH102383 via Apple Podcasts ·
United States of America ·
02/16/21
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“Love listening to Matt & Micah. Applicable to everyone Financial Adviser around the world. I’m listening from Melbourne Australia & utilise their frameworks every day to hopefully build an excellent, world class client base & value creating business in the community. Love your work.”
MarcusAustralia via Apple Podcasts ·
Australia ·
01/23/21
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“Really solid podcast for financial planners. Highly recommended!”
flcreme via Apple Podcasts ·
United States of America ·
01/19/21
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“Matthew and Micah are awesome hosts who bring on very knowledgeable guests, highly recommend the listen!”
Ima listener via Apple Podcasts ·
United States of America ·
01/18/21
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“These guys are legit. Love them!”
david peerboom via Apple Podcasts ·
United States of America ·
11/17/20
“Thanks again Matthew, Micah and Taylor - such helpful infirmation. Great action items to help Advisors provide a better experience for our clients.”
Husky Hoagy via Apple Podcasts ·
United States of America ·
10/15/20
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“The timing, humor and actual helpful tips in this podcast has helped me focus on the things necessary to build my practice from here. After hitting a plateau, their advice is extremely helpful.”
dkiecm via Apple Podcasts ·
United States of America ·
10/05/20
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“Finally a podcast BY successful advisors for all of us aspiring advisors.”
Matthew Jarvs, CFP via Apple Podcasts ·
United States of America ·
08/12/20
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“Matthew is my clear favorite, but Mikah is good too and keeps Matt on his toes.”
trophywifefinancial via Apple Podcasts ·
United States of America ·
07/12/20
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“This has to be a top / must listen to for all advisors or business owners!!!”
Jason - TUSA via Apple Podcasts ·
United States of America ·
07/08/20
“The best podcast for an RIA. Actionable items every time and the reason why you need to do them.”
Troy Brockmeier via Apple Podcasts ·
United States of America ·
06/15/20
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“Micah and Matthew seem to grab all these ideas swimming in my head and put them in a podcast. Great action items!”
A707FinancialPlanner via Apple Podcasts ·
United States of America ·
06/06/20
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“Thanks guys. Always several tidbits to take away from your podcasts. Keep up the good work!”
ChefJim3535 via Apple Podcasts ·
United States of America ·
05/23/20
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“Awesome hosts, great actionable advice even if your firm looks very different than theirs. Definitely five stars.”
AF Investor 1988 via Apple Podcasts ·
United States of America ·
05/21/20
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“Very good ideas, that are possible to implement.”
Ezdave via Apple Podcasts ·
United States of America ·
05/13/20
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“I have been “in the process of starting my business” for two years. I now have a solid track to follow that has allowed me to increase my capacity for serving clients bc I am no longer reinventing any wheels!”
Andie JC via Apple Podcasts ·
United States of America ·
05/07/20
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“Love all the ideas to add more value to our clients!”
jmfrank10 via Apple Podcasts ·
United States of America ·
05/01/20
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“In a world of old-school advisors who show up 40 hours a week and barely provide any value, you guys are such an adrenaline shot! Thank you for making me feel it’s OK to provide massive value outside of the traditional areas of focus. Please do a podcast on how implement Scalable Value Adds!!...”Read full review »
RBeliveau via Apple Podcasts ·
United States of America ·
04/25/20
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“Hey, you guys are the best thing since sliced bread. So happy you are back from your vacation from Hawaii or are doing your podcast from your RV because you supposedly have figured it all out. Give it a rest.”
Doctor Fuego via Apple Podcasts ·
United States of America ·
03/05/20
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“Matthew and Michael are incredible resources to the advising profession. I’m so thankful for their insights and look forward to every episode.”
Per Diem via Apple Podcasts ·
United States of America ·
01/30/20
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“I learn something new on each podcast. Thank you Micah and Matt. You challenge and inspire me.”
IAhunter via Apple Podcasts ·
United States of America ·
01/25/20
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“This podcast is excellent and provides actionable ideas to implement into practice. I don’t miss a week!”
JBed2 via Apple Podcasts ·
United States of America ·
01/22/20
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“I am not a financial planner nor do I have plans of becoming one but I have listened to several episodes of the Perfect RIA Podcast. Matt and Micah give great insights into how they run their businesses and provide actionable advice for advisers that is also applicable to other things in life. I...”Read full review »
Mattjwilson1 via Apple Podcasts ·
United States of America ·
01/21/20
“When I first heard Matt and Micah’s separate episodes on the Kitces’ podcast, I mentally earmarked them to go back to because of all the great gems they shared. I’ve listened to each of their episodes at least a few times and have gotten tremendous value out of them.
Once I discovered their own...”Read full review »
Scott Schwalich via Apple Podcasts ·
United States of America ·
01/15/20
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