A must listen!
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“I’ve known Micah for years and after over 20 years in the business I always learn something for him. His ability to add ‘Mass Value’ to clients lives is something to mirror.
The podcast in particular you should check out is taxes. Showing how to work with a clients tax return and guide them through tough decisions. This is a must listen!”
Greeny J via Apple Podcasts ·
United States of America ·
08/20/19
More reviews of The Perfect RIA
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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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“Having listened to every episode, and learned so much from Matt & Micah’s generous sharing of knowledge and experiences, I’m both grateful and a bit sheepish that it took this long to write a review. Thank you both!”
joshforkey via Apple Podcasts ·
United States of America ·
12/13/19
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“Best podcast around financial advising I have heard. Glad a colleague turned me into this and already sharing with friends. Going to link in and also what to be on the list for the event!”
Financialinspirer via Apple Podcasts ·
United States of America ·
12/10/19
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