Implementing Surge Meetings - Taylor Schulte
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“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
More reviews of The Perfect RIA
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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...”Read full review »
Greeny J via Apple Podcasts ·
United States of America ·
08/20/19
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“Your discussion on not pretending to work while at the office was SO GOOD! I am guilty guilty guilty! Thanks for sharing the straight talk”
MPWHIT via Apple Podcasts ·
United States of America ·
02/16/19
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“Each and every episode, Micah and Matthew deliver powerful content that can be applied directly to your practice. They challenge the traditional paradigm that success has to be a daily grind, and you have to make a choice between your business vs family, freedom, and contentment. So grateful...”Read full review »
Loren Sherman via Apple Podcasts ·
United States of America ·
01/03/20
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