Grotesquely high fees
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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”. Puke 🤢”
billyckid9 via Apple Podcasts ·
United States of America ·
11/25/23
More reviews of The Perfect RIA
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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
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“Micah and Michael share honest feedback of best practices in their firms. They get to the point and deliver massive value for each. As a career changer, this has helped with the learning curve and provided plenty of ideas moving forward.”
jmhill202 via Apple Podcasts ·
United States of America ·
12/09/19
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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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